SEC Form 4 · accession 0001289419-18-000179
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Kimberly J McGarry
Officer — Global Controller & CAO
Period of report
Nov 15, 2018
Accepted (ET)
Nov 19, 2018 · 10:53 am EST
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 | Nov 15, 2018 | A | 414 | $0.00 | A | 414 | D |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Each 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, 2019.