Filing Details

Accession Number:
0001289419-15-000103
Form Type:
4
Zero Holdings:
No
Publication Time:
2015-05-05 10:34:59
Reporting Period:
2015-05-04
Filing Date:
2015-05-05
Accepted Time:
2015-05-05 10:34:59
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
1323982 Ii James Donald Phillips 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 2015-05-04 2,000 $76.35 2,862 No 4 S Indirect By trust
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Indirect By trust
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 11,497 Indirect By GRAT
Common Stock 157,106 Direct
Footnotes
  1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on November 24, 2014.
  2. The transaction was executed in multiple trades at prices ranging from $75.97 to $76.81. The price reported abive 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.