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Grant4
Morningstar, Inc.
MORN
Total Value
$5.9K
Company Information
- Company Name
- Morningstar, Inc.
- Ticker Symbol
- MORN
- CIK
- 0001289419
Insider Information
- Name
- Wiersema Conan
- Role
- CAO & PAO
- Location
- CHICAGO, IL
Officer
Filing Details
- Filing Date
- Nov 18, 2025
- Transaction Date
- Nov 15, 2025
- Accession Number
- 0002015224-25-000005
- Form Type
- 4
Non-Derivative Transactions
| Date | Security | Shares | Price | Type | Value |
|---|---|---|---|---|---|
| Nov 15, 2025 | Common Stock | 471 | — | Grant/Award | — |
| Nov 15, 2025 | Common Stock | 12 | — | Exercise | — |
| Nov 15, 2025 | Common Stock | 28 | $211.95 | Tax Withholding | $5.9K |
Derivative Transactions
| Date | Security | Shares | Exercise Price | Type | Value |
|---|---|---|---|---|---|
| Nov 15, 2025 | Derivative | 12 | — | Exercise | — |
| Nov 15, 2025 | Derivative | 294 | — | Grant/Award | — |
Footnotes
- (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 November 15, 2026.
- (F2)Represents common stock earned from the vesting of a market stock unit grant on November 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.