Filing Details
- Accession Number:
- 0001289419-12-000334
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2012-11-01 13:58:16
- Reporting Period:
- 2012-10-31
- Filing Date:
- 2012-11-01
- Accepted Time:
- 2012-11-01 13:58:16
- 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 |
|---|---|---|---|---|---|---|---|
| 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 | 2012-10-31 | 500 | $62.47 | 55,546 | No | 4 | S | Direct | |
| Common Stock (Restricted Stock Units) | Acquisiton | 2012-10-31 | 5 | $0.00 | 55,551 | No | 4 | A | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | S | Direct | |
| No | 4 | A | Direct |
Footnotes
- The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 19, 2012.
- The transaction was executed in multiple trades at prices ranging from $62.39 to $62.59. 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.
- Includes 5.4403 restricted stock units acquired on October 31, 2012 pursuant to a dividend reinvestment feature of the Morningstar, Inc. 2011 Stock Incentive Plan.
Billionaire Hedge Funds
