SEC Form 4 · accession 0001289419-15-000124
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Haywood Kelly
Officer — Head of Global Fund Research
Period of report
May 15, 2015
Accepted (ET)
May 18, 2015 · 3:29 pm EDT
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001289419
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock (Restricted Stock Units)F1 | May 15, 2015 | A | 2,597 | $0.00 | A | 11,628 | D | |
| Common Stock | May 15, 2015 | F | 406 | $77.00 | D | 11,222 | D | |
| Common Stock | holding | — | — | — | 92 | I | By spouse |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Each restricted stock unit represents the right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2016.