Morningstar, Inc. Business Finance Contracts & Agreements

42 Contracts & Agreements
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Morningstar, Inc. Restricted Stock Unit Award Agreement under Amended and Restated 2011 Stock Incentive Plan
Stock Agreements
Morningstar, Inc.
Capital Markets
IL
2024
Morningstar, Inc. Market Stock Unit Award Agreement under Amended and Restated 2011 Stock Incentive Plan
Stock Agreements
Morningstar, Inc.
Capital Markets
IL
2024
Morningstar, Inc. Stretch Performance Stock Unit Award Agreement under Amended and Restated 2011 Stock Incentive Plan
Stock Agreements
Morningstar, Inc.
Capital Markets
IL
2024
Morningstar, Inc. Restricted Stock Unit Award Agreement under Amended and Restated 2011 Stock Incentive Plan
Stock Agreements
Morningstar, Inc.
Capital Markets
IL
2023
Amendment to Asset Purchase Agreement between S&P Global Inc. and Morningstar, Inc. (June 1, 2022)
Purchase Agreements
Morningstar, Inc.
Capital Markets
2022
Asset Purchase Agreement between S&P Global Inc. and Morningstar, Inc. (April 3, 2022)
Purchase Agreements
Morningstar, Inc.
Capital Markets
IL
2022
Morningstar, Inc. Restricted Stock Unit Award Agreement under Amended and Restated 2011 Stock Incentive Plan
Stock Agreements
Morningstar, Inc.
Capital Markets
IL
2021
Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan Market Stock Unit with Performance Kicker Award Agreement
Stock Agreements
Morningstar, Inc.
Capital Markets
IL
2021
Morningstar, Inc. Restricted Stock Unit Award Agreement under Amended and Restated 2011 Stock Incentive Plan
Stock Agreements
Morningstar, Inc.
Capital Markets
IL
2021
Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan (Effective May 14, 2021)
Stock Agreements
Morningstar, Inc.
Capital Markets
IL
2021
Morningstar, Inc. $350,000,000 2.32% Senior Notes Due 2030 Note Purchase Agreement
Note Agreements
Morningstar, Inc.
Capital Markets
NY
2020
Credit Agreement among Morningstar, Inc., Subsidiaries, Bank of America, N.A., and Other Lenders (June 30, 2020)
Credit Agreements
Morningstar, Inc.
Capital Markets
IL
2020
Description of Morningstar, Inc. Securities Registered Under Section 12 of the Exchange Act
Equity Distribution Agreements
Morningstar, Inc.
Capital Markets
2020
Amendment No. 1 to Amended and Restated Credit Agreement among Morningstar, Inc., Subsidiaries, and Bank of America, N.A.
Credit Agreements
Morningstar, Inc.
Capital Markets
IL
2018
Morningstar, Inc. 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement
Equity Distribution Agreements
Morningstar, Inc.
Capital Markets
IL
2018
Morningstar, Inc. 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement with Participant
Stock Agreements
Morningstar, Inc.
Capital Markets
IL
2018
Amended and Restated Credit Agreement among Morningstar, Inc., Certain Subsidiaries, and Bank of America, N.A. (November 4, 2016)
Credit Agreements
Morningstar, Inc.
Capital Markets
IL
2016
Morningstar, Inc. 2011 Stock Incentive Plan Performance Share Award Agreement (Amended and Restated December 3, 2015)
Warrant Agreements
Morningstar, Inc.
Capital Markets
2016
Stock Incentive Award Treatment and Release Agreement between Morningstar, Inc. and Scott Cooley
Release Agreements
Morningstar, Inc.
Capital Markets
2014
Director Nonqualified Stock Option Award Agreement under the Morningstar, Inc. 2011 Stock Incentive Plan
Warrant Agreements
Morningstar, Inc.
Capital Markets
2012
Nonqualified Stock Option Award Agreement under the Morningstar, Inc. 2011 Stock Incentive Plan
Warrant Agreements
Morningstar, Inc.
Capital Markets
2012
Morningstar, Inc. 2011 Stock Incentive Plan Director Restricted Stock Unit Award Agreement
Stock Agreements
Morningstar, Inc.
Capital Markets
2011
Director Nonstatutory Stock Option Award Agreement under the Morningstar, Inc. 2004 Stock Incentive Plan
Warrant Agreements
Morningstar, Inc.
Capital Markets
2011
Nonstatutory Stock Option Award Agreement under the Morningstar, Inc. 2004 Stock Incentive Plan
Warrant Agreements
Morningstar, Inc.
Capital Markets
2011
Morningstar, Inc. 2004 Stock Incentive Plan (Amended and Restated as of July 24, 2009)
Warrant Agreements
Morningstar, Inc.
Capital Markets
IL
2009
Morningstar, Inc. 2004 Stock Incentive Plan Director Restricted Stock Unit Award Agreement
Stock Agreements
Morningstar, Inc.
Capital Markets
2009
Morningstar, Inc. 2004 Stock Incentive Plan Restricted Stock Unit Award Agreement
Warrant Agreements
Morningstar, Inc.
Capital Markets
2009
Morningstar, Inc. 2004 Stock Incentive Plan Director Restricted Stock Unit Award Agreement
Stock Agreements
Morningstar, Inc.
Capital Markets
2008
Morningstar, Inc. 2004 Stock Incentive Plan Restricted Stock Unit Award Agreement
Stock Agreements
Morningstar, Inc.
Capital Markets
2008
Morningstar, Inc. 2004 Stock Incentive Plan Director Restricted Stock Unit Award Agreement
Stock Agreements
Morningstar, Inc.
Capital Markets
2006
Morningstar, Inc. 2004 Stock Incentive Plan Restricted Stock Unit Award Agreement
Stock Agreements
Morningstar, Inc.
Capital Markets
2006
Nonstatutory Stock Option Award Agreement under the Morningstar, Inc. 2004 Stock Incentive Plan
Stock Agreements
Morningstar, Inc.
Capital Markets
2006
First Amendment to Purchase Agreement between Morningstar, Inc. and Purchaser (David Williams)
Purchase Agreements
Morningstar, Inc.
Capital Markets
2006
First Amendment to Purchase Agreement between Morningstar, Inc. and Purchaser (February 1, 2006)
Purchase Agreements
Morningstar, Inc.
Capital Markets
2006
Stock Purchase Agreement among Morningstar, Inc. and Roger G. Ibbotson, Jody L. Sindelar, The Timothy Ibbotson-Sindelar Spray Trust, and The Tyler Ibbotson-Sindelar Spray Trust...
Purchase Agreements
Morningstar, Inc.
Capital Markets
IL
2005
Morningstar, Inc. Underwriting Agreement with WR Hambrecht + Co, LLC and Other Underwriters (May 2005)
Underwriting Agreements
Morningstar, Inc.
Capital Markets
NY
2005
Morningstar, Inc. Common Stock Certificate
Stock Agreements
Morningstar, Inc.
Capital Markets
2005
Stock Purchase Agreement between Morningstar, Inc. and SOFTBANK Corp. dated July 8, 1999
Stock Agreements
Morningstar, Inc.
Capital Markets
NY
2004
Morningstar, Inc. and Executive Stock Purchase Agreement (April 30, 2003)
Purchase Agreements
Morningstar, Inc.
Capital Markets
IL
2004
Morningstar, Inc. Stock Purchase Agreement with Senior Executive
Purchase Agreements
Morningstar, Inc.
Capital Markets
IL
2004