Filing Details

Accession Number:
0001289419-13-000336
Form Type:
4
Zero Holdings:
No
Publication Time:
2013-12-04 09:55:07
Reporting Period:
2013-12-03
Filing Date:
2013-12-04
Accepted Time:
2013-12-04 09:55:07
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1289419 Morningstar Inc. MORN Investment Advice (6282) 363297908
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1335062 E Richard Robbins C/O Morningstar, Inc.
22 West Washington Street
Chicago IL 60602
General Counsel And Secretary No Yes No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Disposition 2013-12-03 850 $80.85 25,334 No 4 S Direct
Common Stock Disposition 2013-12-03 150 $82.23 25,184 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Direct
No 4 S Direct
Footnotes
  1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2013.
  2. The transaction was executed in multiple trades at prices ranging from $80.52 to $81.00. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
  3. The transaction was executed in multiple trades at prices ranging from $82.07 to $82.50. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.