DUBINSKY JASON 4
4 · Morningstar, Inc. · Filed May 17, 2024
Insider Transaction Report
Form 4
DUBINSKY JASON
Chief Financial Officer
Transactions
- Award
Common Stock (Restricted Stock Units)
2024-05-15+1,387→ 23,538 total - Exercise/Conversion
Common Stock
2024-05-17+1,254→ 24,792 total - Tax Payment
Common Stock
2024-05-17$297.26/sh−1,302$387,033→ 26,094 total - Award
Common Stock
2024-05-17+91→ 26,185 total - Exercise/Conversion
Market Stock Units
2024-05-17−1,254→ 0 totalExp: 2024-05-17→ Common Stock (1,254 underlying) - Award
Market Stock Units
2024-05-15+2,081→ 2,081 totalExp: 2027-05-14→ Common Stock (2,081 underlying)
Footnotes (4)
- [F1]Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2025.
- [F2]Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021.
- [F3]Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2024 in excess of target under the terms of a market stock unit grant on May 15, 2021.
- [F4]The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027.