Filing Details

Accession Number:
0001289419-14-000254
Form Type:
4
Zero Holdings:
No
Publication Time:
2014-12-10 16:35:16
Reporting Period:
2014-12-10
Filing Date:
2014-12-10
Accepted Time:
2014-12-10 16:35:16
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
1324001 N Steven Kaplan C/O Morningstar, Inc.
22 West Washington Street
Chicago IL 60602
Yes No 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 2014-12-10 600 $63.69 51,415 No 4 S Direct
Common Stock Disposition 2014-12-10 900 $65.08 50,515 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 February 28, 2014.
  2. The transaction was executed in multiple trades at prices ranging from $63.38 to $64.15. The price reported above reflects the weighted average sale price. The reporting person herby 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 $64.6541 to $65.59. The price reported above reflects the weighted average sale price. The reporting person herby 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.