Daniel Joseph Dunn - May 15, 2021 Form 4/A - Amendment Insider Report for Morningstar, Inc. (MORN)

Signature
/s/ Patrick Maloney, by power of attorney
Stock symbol
MORN
Transactions as of
May 15, 2021
Transactions value $
$0
Form type
4/A - Amendment
Date filed
11/12/2021, 11:52 AM
Date Of Original Report
May 18, 2021
Next filing
Aug 4, 2021

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock (Restricted Stock Units) Award $0 +1.17K +13.24% $0.00 10K May 15, 2021 Direct F1, F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MORN Market Stock Units Award $0 +706 $0.00 706 May 15, 2021 Common Stock 706 Direct F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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, 2022.
F2 Due to adminstrative error, this Form 4 is being amended to correct the number of restricted stock units granted to the reporting person from 1,067 to 1,169.
F3 The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2024.
F4 Due to adminstrative error, this Form 4 is being amended to correct the number of market stock units granted to the reporting person from 635 to 706.