Home/Filings/4/0001289419-18-000056
4//SEC Filing

Needham Daniel 4

Accession 0001289419-18-000056

CIK 0001289419other

Filed

May 16, 8:00 PM ET

Accepted

May 17, 3:23 PM ET

Size

8.5 KB

Accession

0001289419-18-000056

Insider Transaction Report

Form 4
Period: 2018-05-15
Needham Daniel
Pres., Investment Management
Transactions
  • Tax Payment

    Common Stock

    2018-05-15$112.22/sh815$91,45923,306 total
  • Award

    Common Stock (Restricted Stock Units)

    2018-05-15+1,78224,121 total
  • Award

    Market Stock Units

    2018-05-15+9013,394 total
    Exp: 2021-05-15Common Stock (901 underlying)
Footnotes (2)
  • [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, 2019.
  • [F2]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, 2021.

Issuer

Morningstar, Inc.

CIK 0001289419

Entity typeother

Related Parties

1
  • filerCIK 0001631881

Filing Metadata

Form type
4
Filed
May 16, 8:00 PM ET
Accepted
May 17, 3:23 PM ET
Size
8.5 KB