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If the form is filed by more than one reporting person, see Instruction 5(b)(v). |
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Intentional misstatements or omissions of facts constitute Federal Criminal Violations. See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). |
(1) |
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest on May 15, 2014. |
(2) |
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in equal annual installments on May 15, 2014 and May 15, 2015. |
(3) |
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in equal annual installments on May 15, 2014, May 15, 2015 and May 15, 2016. |
(4) |
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in equal annual installments on November 15, 2014, November 15, 2015 and November 15, 2016. |
(5) |
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, 2014. |
(6) |
Includes 29.8459 restricted stock units acquired pursuant to a dividend reinvestment feature of the Morningstar, Inc. 2011 Stock Incentive Plan. |
(7) |
Includes 28.951043 shares acquired pursuant to Morningstar's dividend reinvestment plan. |