Filing Details

Accession Number:
0001323954-16-000004
Form Type:
4
Zero Holdings:
No
Publication Time:
2016-04-28 10:24:18
Reporting Period:
2016-04-27
Filing Date:
2016-04-28
Accepted Time:
2016-04-28 10:24:18
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
1323988 W Paul Sturm 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 2016-04-27 4,446 $84.04 48,264 No 4 S Direct
Common Stock Disposition 2016-04-27 554 $84.40 47,610 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 March 23, 2016.
  2. The transaction was executed in multiple trades at prices renging from $83.37 to $84.34. The price reported above reflects the weighted average sales 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 renging from $84.38 to $84.47. The price reported above reflects the weighted average sales 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.