Filing Details

Accession Number:
0001289419-10-000451
Form Type:
4
Zero Holdings:
No
Publication Time:
2010-11-12 11:53:14
Reporting Period:
2010-11-10
Filing Date:
2010-11-12
Accepted Time:
2010-11-12 11:53:14
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
1323984 J Patrick Reinkemeyer C/O Morningstar, Inc.
22 West Washington Street
Chicago IL 60602
President, Morningstar Assocs. 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 Acquisiton 2010-11-10 200 $14.13 66,917 No 4 M Direct
Common Stock Disposition 2010-11-10 200 $48.95 66,717 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 M Direct
No 4 S Direct
Reported Derivative Transactions
Sec. Name Sec. Type Acquisiton - Disposition Date Amount Price Amount - 2 Price - 2
Common Stock Employee Stock Option (Right to Buy) Disposition 2010-11-10 200 $0.00 200 $14.13
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
35,600 2011-03-05 No 4 M 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 May 13, 2010.
  2. The options became exercisable in four equal installments on March 5, 2002, 2003, 2004, and 2005.