Kelly Haywood 4
4 · Morningstar, Inc. · Filed May 17, 2018
Insider Transaction Report
Form 4
Kelly Haywood
Head of Global Fund Research
Transactions
- Award
Market Stock Units
2018-05-15+789→ 2,570 totalExp: 2021-05-15→ Common Stock (789 underlying) - Award
Common Stock (Restricted Stock Units)
2018-05-15+1,559→ 17,818 total - Tax Payment
Common Stock
2018-05-15$112.22/sh−785$88,093→ 17,033 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, 2019.
- [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, 2021.