$MORN·4

Morningstar, Inc. · May 17, 3:42 PM ET

Morningstar, Inc. 4

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

Insider Transaction Report

Form 4
Period: 2017-05-15
Needham Daniel
Pres., Investment Management
Transactions
  • Tax Payment

    Common Stock

    2017-05-15$75.22/sh574$43,17622,839 total
  • Award

    Common Stock (Restricted Stock Units)

    2017-05-15+2,65823,413 total
  • Award

    Market Stock Units

    2017-05-15+1,3841,384 total
    Exp: 2020-05-15Common Stock (1,384 underlying)
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.

Documents

1 file
  • 4
    edgar.xmlPrimary

    PRIMARY DOCUMENT