4//SEC Filing
Wiersema Conan 4
Accession 0001289419-25-000120
CIK 0001289419other
Filed
May 18, 8:00 PM ET
Accepted
May 19, 9:05 PM ET
Size
11.8 KB
Accession
0001289419-25-000120
Insider Transaction Report
Form 4
Wiersema Conan
CAO & PAO
Transactions
- Award
Conmon Stock (Restricted Units)
2025-05-15+407→ 1,477 total - Tax Payment
Common Stock
2025-05-16$306.41/sh−86$26,351→ 1,436 total - Award
Market Stock Units
2025-05-15+203→ 203 totalExp: 2028-05-14→ Common Stock (203 underlying) - Exercise/Conversion
Common Stock
2025-05-16+45→ 1,522 total - Exercise/Conversion
Market Stock Units
2025-05-16−45→ 0 totalExp: 2025-05-15→ Common Stock (45 underlying)
Footnotes (3)
- [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, 2026.
- [F2]Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022.
- [F3]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, 2028.
Documents
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeother
Related Parties
1- filerCIK 0002015224
Filing Metadata
- Form type
- 4
- Filed
- May 18, 8:00 PM ET
- Accepted
- May 19, 9:05 PM ET
- Size
- 11.8 KB