4//SEC Filing
DUBINSKY JASON 4
Accession 0001062993-24-010731
CIK 0001289419other
Filed
May 16, 8:00 PM ET
Accepted
May 17, 8:22 PM ET
Size
13.5 KB
Accession
0001062993-24-010731
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.
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeother
Related Parties
1- filerCIK 0001712782
Filing Metadata
- Form type
- 4
- Filed
- May 16, 8:00 PM ET
- Accepted
- May 17, 8:22 PM ET
- Size
- 13.5 KB