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$MORN·4

Morningstar, Inc. · May 17, 3:40 PM ET

Morningstar, Inc. 4

4 · Morningstar, Inc. · Filed May 17, 2017

Insider Transaction Report

Form 4
Period: 2017-05-15
Morningstar, Inc.MORN
Kelly Haywood
Head of Global Fund Research
Transactions
  • Award

    Common Stock (Restricted Stock Units)

    [F1]
    2017-05-15+3,323→ 16,940 total
  • Tax Payment

    Common Stock

    2017-05-15$75.22/sh−681$51,225→ 16,259 total
  • Award

    Market Stock Units

    [F2]
    2017-05-15+989→ 989 total
    Exp: 2020-05-15→ Common Stock (989 underlying)
Holdings

  • Common Stock

    (indirect: By Spouse)
    92
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.
Signature
/s/ Heidi Miller, by power of attorney|2017-05-17

Documents

1 file
  • 4
    edgar.xmlPrimary

    PRIMARY DOCUMENT