Filing Details

Accession Number:
0001289419-10-000018
Form Type:
4
Zero Holdings:
No
Publication Time:
2010-01-14 12:00:00
Reporting Period:
2010-01-13
Filing Date:
2010-01-14
Accepted Time:
2010-01-14 13:02:22
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
1197386 A Cheryl Francis 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 Acquisiton 2010-01-13 500 $8.57 9,555 No 4 M Direct
Common Stock Disposition 2010-01-13 500 $50.00 9,055 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 2010-01-13 500 $0.00 500 $8.57
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
7,897 2013-01-30 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 August 10, 2009.
  2. The options became exercisable in three equal installments on January 30, 2004, 2005, and 2006.