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Morningstar, Inc. — Director's Dealing 2021
May 26, 2021
30609_dirs_2021-05-26_4f0f9ae3-23f1-408c-bcac-7092eada57e5.zip
Director's Dealing
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SEC Form 4/A — Form 4/A
Issuer: Morningstar, Inc. (MORN)
CIK: 0001289419
Period of Report: 2021-05-15
Reporting Person: Desmond Bevin (Head of Talent and Culture)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2021-05-18 | Common Stock | M | 901 | — | Acquired | 25816 | Direct |
| 2021-05-18 | Common Stock | A | 450 | — | Acquired | 26266 | Direct |
| 2021-05-15 | Common Stock | F | 1129 | $245.02 | Disposed | 25137 | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 21107 | Indirect |
Footnotes
F1: Due to adminstrative error, this Form 4 is being amended to correct the transaction date to May 18, 2021.
F2: Due to adminstrative error, this Form 4 is being amended to correct the transaction date to May 15, 2021.
F3: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018.
F4: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending May 14, 2021 in excess of target under the terms of a market stock unit grant on May 15, 2018.
F5: Due to adminstrative error, this Form 4 is being amended to correct the amount of shares benefically owned by the reporting persons's spouse from 21,207 to 21,107.