4//SEC Filing
Kapoor Kunal 4
Accession 0001289419-25-000122
CIK 0001289419other
Filed
May 18, 8:00 PM ET
Accepted
May 19, 9:37 PM ET
Size
11.8 KB
Accession
0001289419-25-000122
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.
Documents
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeother
Related Parties
1- filerCIK 0001451293
Filing Metadata
- Form type
- 4
- Filed
- May 18, 8:00 PM ET
- Accepted
- May 19, 9:37 PM ET
- Size
- 11.8 KB