Morningstar, Inc.·4

Nov 19, 7:09 PM ET

Dunn Daniel Joseph 4

4 · Morningstar, Inc. · Filed Nov 19, 2024

Insider Transaction Report

Form 4
Period: 2024-11-15
Dunn Daniel Joseph
Chief Revenue Officer
Transactions
  • Award

    Market Stock Units

    2024-11-15+1,5081,508 total
    Exp: 2027-11-14Common Stock (1,508 underlying)
  • Exercise/Conversion

    Common Stock

    2024-11-15+33413,301 total
  • Exercise/Conversion

    Market Stock Units

    2024-11-153340 total
    Exp: 2024-11-15Common Stock (334 underlying)
  • Tax Payment

    Common Stock

    2024-11-15$342.99/sh154$52,82013,147 total
  • Award

    Common Stock

    2024-11-15+1213,159 total
Footnotes (3)
  • [F1]Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021.
  • [F2]Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 15, 2024 in excess of target under the terms of a market stock unit grant on November 15, 2021.
  • [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, 2027.

Documents

1 file
  • 4
    wk-form4_1732061333.xmlPrimary

    FORM 4