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Morningstar, Inc.

MORN

Total Value
$175.1K

Company Information

Company Name
Morningstar, Inc.
Ticker Symbol
MORN
CIK
0001289419

Insider Information

Role
CEO, Director
DirectorOfficer
Location
CHICAGO, IL

Filing Details

Filing Date
Nov 18, 2025
Transaction Date
Nov 15, 2025
Accession Number
0001451293-25-000003
Form Type
4

Non-Derivative Transactions

DateSecuritySharesPriceTypeValue
Nov 15, 2025Common Stock1,861Exercise
Nov 15, 2025Common Stock826$211.95Tax Withholding$175.1K

Derivative Transactions

DateSecuritySharesExercise PriceTypeValue
Nov 15, 2025Derivative1,861Exercise
Nov 15, 2025Derivative10,810Grant/Award

Footnotes

  1. (F1)Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.
  2. (F2)Amount includes 1237 restricted stock units that vest in full on May 15, 2026 that were excluded from the prior filing due to administrative error.
  3. (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.

SEC Filing

View on SEC Daily

View the complete filing document on SEC Daily.