Kapoor Kunal 4
4 · Morningstar, Inc. · Filed May 19, 2025
Insider Transaction Report
Form 4
Kapoor Kunal
Head of Individual Software
Transactions
- Tax Payment
Common Stock
2025-05-16$306.41/sh−6,901$2,114,535→ 138,058 total - Exercise/Conversion
Market Stock Units
2025-05-16−6,667→ 0 totalExp: 2024-11-15→ Common Stock (6,667 underlying) - Award
Common Stock (Restricted Stock Units)
2025-05-15+4,985→ 138,292 total - Exercise/Conversion
Common Stock
2025-05-16+6,667→ 144,959 total - Award
Market Stock Units
2025-05-15+7,477→ 7,477 totalExp: 2027-11-14→ Common Stock (7,477 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 fully vest on May 15, 2023.
- [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 November 14, 2028.