Morningstar, Inc. 4
4 · Morningstar, Inc. · Filed May 17, 2017
Insider Transaction Report
Form 4
Kelly Haywood
Head of Global Fund Research
Transactions
- Award
Market Stock Units
2017-05-15+989→ 989 totalExp: 2020-05-15→ Common Stock (989 underlying) - Award
Common Stock (Restricted Stock Units)
2017-05-15+3,323→ 16,940 total - Tax Payment
Common Stock
2017-05-15$75.22/sh−681$51,225→ 16,259 total
Holdings
- 92(indirect: By Spouse)
Common Stock
Footnotes (2)
- [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, 2018.
- [F2]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, 2020.