MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN MARKET STOCK UNIT AWARD AGREEMENTMarket Stock Unit Award Agreement • July 26th, 2024 • Morningstar, Inc. • Investment advice
Contract Type FiledJuly 26th, 2024 Company IndustryTHIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan, as amended from time to time (the “Plan”), as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.
MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN MARKET STOCK UNIT AWARD AGREEMENTMarket Stock Unit Award Agreement • July 30th, 2021 • Morningstar, Inc. • Investment advice • Illinois
Contract Type FiledJuly 30th, 2021 Company Industry JurisdictionTHIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Amended and Restated Morningstar, Inc. 2011 Stock Incentive Plan, as amended from time to time (the “Plan”), as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.
MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN MARKET STOCK UNIT WITH PERFORMANCE KICKER AWARD AGREEMENTMarket Stock Unit Award Agreement • July 30th, 2021 • Morningstar, Inc. • Investment advice • Illinois
Contract Type FiledJuly 30th, 2021 Company Industry JurisdictionTHIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Amended and Restated Morningstar, Inc. 2011 Stock Incentive Plan, as amended from time to time (the “Plan”), as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.
MORNINGSTAR, INC.Market Stock Unit Award Agreement • July 31st, 2020 • Morningstar, Inc. • Investment advice • Illinois
Contract Type FiledJuly 31st, 2020 Company Industry JurisdictionTHIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Morningstar, Inc. 2011 Stock Incentive Plan, as amended from time to time (the “Plan”), as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.
MORNINGSTAR, INC.Market Stock Unit Award Agreement • July 31st, 2020 • Morningstar, Inc. • Investment advice • Illinois
Contract Type FiledJuly 31st, 2020 Company Industry JurisdictionTHIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Morningstar, Inc. 2011 Stock Incentive Plan, as amended from time to time (the “Plan”), as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.
MARKET STOCK UNIT AWARD AGREEMENTMarket Stock Unit Award Agreement • July 26th, 2019 • Morningstar, Inc. • Investment advice • Illinois
Contract Type FiledJuly 26th, 2019 Company Industry JurisdictionTHIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Morningstar, Inc. 2011 Stock Incentive Plan (the “Plan”) as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.
MARKET STOCK UNIT AWARD AGREEMENTMarket Stock Unit Award Agreement • March 1st, 2018 • Morningstar, Inc. • Investment advice • Illinois
Contract Type FiledMarch 1st, 2018 Company Industry JurisdictionTHIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Morningstar, Inc. 2011 Stock Incentive Plan (the “Plan”) as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.
MARKET STOCK UNIT AWARD AGREEMENTMarket Stock Unit Award Agreement • July 28th, 2017 • Morningstar, Inc. • Investment advice • Illinois
Contract Type FiledJuly 28th, 2017 Company Industry JurisdictionTHIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Morningstar, Inc. 2011 Stock Incentive Plan (the “Plan”) as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.