Morningstar, Inc. Contracts & Agreements
68 Contracts & Agreements
- Business Finance (11 contracts)
- Business Operations (3)
- Human Resources (47)
- Mergers & Acquisitions (1)
- Uncategorized (6)
- Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement, for awards on or after May 15, 2024 (Filed With SEC on July 26, 2024)
- Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Market Stock Unit Award Agreement, for awards on or after May 15, 2024 (Filed With SEC on July 26, 2024)
- Morningstar, Inc. ELT Policy on Recoupment of Compensation (Filed With SEC on July 26, 2024)
- Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Stretch Performance Stock Unit Award Agreement, for awards on or after May 15, 2024 (Filed With SEC on July 26, 2024)
- Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Bonus Restricted Stock Unit Award Agreement, for awards made on and after March 1, 2023 (Filed With SEC on April 28, 2023)
- Separation Agreement and General Release, dated February 1, 2023, between Morningstar, Inc. and Bevin Desmond (Filed With SEC on February 2, 2023)
- Contract Services Agreement, dated February 1, 2023, between Morningstar, Inc. and Bevin Desmond (Filed With SEC on February 2, 2023)
- Asset Purchase Agreement, by and between S&P Global Inc. and Morningstar, Inc., dated as of April 3, 2022 (Filed With SEC on July 29, 2022)
- Amendment to the Asset Purchase Agreement, by and between S&P Global Inc. and Morningstar, Inc., dated as of June 1, 2022 (Filed With SEC on July 29, 2022)
- Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement (Filed With SEC on July 30, 2021)
- Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Director Restricted Stock Unit Award Agreement (Filed With SEC on July 30, 2021)
- Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Market Stock Unit Award Agreement (Filed With SEC on July 30, 2021)
- Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Market Stock Unit with Performance Kicker Award Agreement (Filed With SEC on July 30, 2021)
- Form of Morningstar Amended and Restated 2011 Stock Incentive Plan CEO Restricted Stock Unit Award Agreement (Filed With SEC on July 30, 2021)
- Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan (Filed With SEC on May 20, 2021)
- Note Purchase Agreement dated of as October 26, 2020 by and among Morningstar, Inc. and each of the Purchasers signatory thereto (Filed With SEC on October 26, 2020)
- Form of Morningstar 2011 Stock Incentive Plan Market Stock Unit Award Agreement (Filed With SEC on July 31, 2020)
- Form of Morningstar 2011 Stock Incentive Plan Market Stock Unit with Performance Kicker Award Agreement (Filed With SEC on July 31, 2020)
- Credit Agreement dated of as June 30, 2020 among Morningstar, Inc., certain subsidiaries of Morningstar, Inc., and lenders Bank of America, N.A. and JPMorgan Chase Bank, N.A (Filed With SEC on July 6, 2020)
- Separation Agreement dated October 30, 2019 between Morningstar and Tricia Rothschild (Filed With SEC on March 2, 2020)
- Description of Morningstar's Securities (Filed With SEC on March 2, 2020)
- Form of Morningstar 2011 Stock Incentive Plan Market Stock Unit Award Agreement (Filed With SEC on July 26, 2019)
- Form of Morningstar 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement (Filed With SEC on July 26, 2019)
- Form of Morningstar 2011 Stock Incentive Plan Market Stock Unit with Revenue Kicker Award Agreement (Filed With SEC on July 26, 2019)
- Agreement and Plan of Merger, dated May 28, 2019, by and among Morningstar, Inc, Alpine Merger Co., Ratings Acquisition Corp and Shareholder Representative Services LLC (Filed With SEC on June 3, 2019)
- Amendment No. 1 to Amended and Restated Credit Agreement dated as of December 21, 2018 among Morningstar, Inc., certain subsidiaries of Morningstar, Inc., and Bank of America, N.A (Filed With SEC on December 28, 2018)
- Form of Morningstar 2011 Stock Incentive Plan CFO Restricted Stock Unit Award Agreement for award made on November 15, 2017 (Filed With SEC on March 1, 2018)
- Form of Morningstar 2011 Stock Incentive Plan Market Stock Unit Award Agreement for awards made on and after November 15, 2017 (Filed With SEC on March 1, 2018)
- Form of Morningstar 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement for awards made on and after November 15, 2017 (Filed With SEC on March 1, 2018)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN MARKET STOCK UNIT AWARD AGREEMENT (Filed With SEC on July 28, 2017)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on March 1, 2017)
- AMENDED AND RESTATED CREDIT AGREEMENT Dated as of November 4, 2016 among MORNINGSTAR, INC., as the Borrower, CERTAIN SUBSIDIARIES OF THE BORROWER PARTY HERETO, as the Guarantors... (Filed With SEC on November 8, 2016)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN PERFORMANCE SHARE AWARD AGREEMENT [(As Amended and Restated Effective December 3, 2015)] (Filed With SEC on February 26, 2016)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN DIRECTOR RESTRICTED STOCK UNIT AWARD AGREEMENT (As Amended and Restated Effective [December 3, 2015]) (Filed With SEC on February 26, 2016)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN PERFORMANCE SHARE AWARD AGREEMENT (As Amended and Restated Effective December 3, 2015) (Filed With SEC on February 26, 2016)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN PERFORMANCE SHARE AWARD AGREEMENT (Filed With SEC on May 1, 2015)
- SETTLEMENT AGREEMENT (Filed With SEC on July 17, 2014)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN PERFORMANCE SHARE AWARD AGREEMENT (Filed With SEC on May 1, 2014)
- MORNINGSTAR, INC. INCENTIVE PLAN (As Amended and Restated Effective January 1, 2014) ARTICLE 1 Statement of Purpose (Filed With SEC on February 28, 2014)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on July 31, 2013)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN DIRECTOR RESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on July 31, 2013)
- NONQUALIFIED STOCK OPTION AWARD AGREEMENT UNDER THE MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN (Filed With SEC on February 24, 2012)
- DIRECTOR NONQUALIFIED STOCK OPTION AWARD AGREEMENT UNDER THE MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN (Filed With SEC on February 24, 2012)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on November 1, 2011)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN DIRECTOR RESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on November 1, 2011)
- DIRECTOR NONSTATUTORY STOCK OPTION AWARD AGREEMENT UNDER THE MORNINGSTAR, INC. 2004 STOCK INCENTIVE PLAN, AS AMENDED (Filed With SEC on August 2, 2011)
- NONSTATUTORY STOCK OPTION AWARD AGREEMENT UNDER THE MORNINGSTAR, INC. 2004 STOCK INCENTIVE PLAN, AS AMENDED (Filed With SEC on August 2, 2011)
- MORNINGSTAR, INC. 2011 STOCK INCENTIVE PLAN I. INTRODUCTION (Filed With SEC on May 18, 2011)
- SEPARATION AGREEMENT (Filed With SEC on January 28, 2011)
- SEPARATIONAGREEMENT (Filed With SEC on November 10, 2010)
- Agreement (Filed With SEC on February 18, 2010)
- MORNINGSTAR, INC. 2004 STOCK INCENTIVE PLAN (AS AMENDED AND RESTATEDEFFECTIVE AS OF JULY 24, 2009) 45 (Filed With SEC on August 4, 2009)
- MORNINGSTAR, INC. INCENTIVE PLAN (As Amended and Restated Effective January 1, 2009) ARTICLE 1 Statement of Purpose (Filed With SEC on May 20, 2009)
- MORNINGSTAR, INC. 2004 STOCK INCENTIVE PLAN DIRECTORRESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on March 5, 2009)
- MORNINGSTAR, INC. 2004 STOCK INCENTIVE PLAN RESTRICTEDSTOCK UNIT AWARD AGREEMENT (Filed With SEC on March 5, 2009)
- MORNINGSTAR, INC.2004 STOCK INCENTIVEPLAN RESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on March 7, 2008)
- MORNINGSTAR, INC.2004 STOCK INCENTIVEPLAN DIRECTOR RESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on March 7, 2008)
- MORNINGSTAR, INC. INCENTIVE PLAN (as amended May 22, 2007 to be effectiveJanuary 1, 2007) ARTICLE 1 Statement of Purpose (Filed With SEC on August 8, 2007)
- CONTRACTSERVICES AGREEMENT (Filed With SEC on August 2, 2006)
- MORNINGSTAR, INC. 2004 STOCK INCENTIVE PLAN FORM OF RESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on May 15, 2006)
- MORNINGSTAR, INC. 2004 STOCK INCENTIVE PLAN FORM OF DIRECTOR RESTRICTED STOCK UNIT AWARD AGREEMENT (Filed With SEC on May 15, 2006)
- Morningstar,Inc. 2006Restricted Stock Unit Grant Form of DeferralElection Form (Filed With SEC on May 15, 2006)
- Morningstar,Inc. 2006Restricted Stock Unit Grant Form of DirectorDeferral Election Form (Filed With SEC on May 15, 2006)
- NONSTATUTORY STOCK OPTION AWARD AGREEMENT UNDER THE MORNINGSTAR, INC. 2004 STOCK INCENTIVE PLAN (Filed With SEC on March 16, 2006)
- FIRST AMENDMENT TO PURCHASEAGREEMENT (Filed With SEC on February 3, 2006)
- FIRST AMENDMENT TO PURCHASEAGREEMENT (Filed With SEC on February 3, 2006)
- TERMINATION AGREEMENT (Filed With SEC on February 3, 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... (Filed With SEC on December 14, 2005)
