Morningstar, Inc. — Form 10-Q
Filed July 29, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 12/100
What the filing says
Morningstar, Inc. filed three amended Restricted Stock Unit (RSU) award agreement templates and one Market Stock Unit (MSU) agreement template under its 2011 Stock Incentive Plan. The documents specify vesting schedules: EX-10.1 vests 100% on September 1, 2027; EX-10.2 vests 25% annually over 4 years; EX-10.3 vests 100% at first anniversary. EX-10.4 is a performance-based MSU template with TSR conditions (specific percentages redacted). No individual named awards or dollar amounts are disclosed; these are form agreements for future grants.
Why this rating
Boilerplate equity plan document update. No new awards granted, no material business change, no specific counterparties or amounts. Routine administration.
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