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Filing Details

Accession Number:
0001289419-18-000024
Form Type:
4
Zero Holdings:
No
Publication Time:
2018-05-16 11:37:28
Reporting Period:
2018-05-14
Accepted Time:
2018-05-16 11:37:28
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
1324069 D Joseph Mansueto C/o Morningstar, Inc.
22 West Washington Street
Chicago IL 60602
Executive Chairman Yes Yes Yes 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 2018-05-14 9,300 $111.88 23,699,751 No 4 S Direct
Common Stock Disposition 2018-05-14 500 $112.27 23,699,251 No 4 S Direct
Common Stock Disposition 2018-05-15 2,053 $112.22 23,697,198 No 4 S Direct
Common Stock Disposition 2018-05-15 6,681 $112.89 23,690,517 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Direct
No 4 S Direct
No 4 S Direct
No 4 S Direct
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 150,000 Indirect By Trust
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 20, 2018.
  2. The transaction was executed in multiple trades at prices ranging from $111.23 to $112.14. 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.
  3. The transaction was executed in multiple trades at prices ranging from $112.23 to $112.32. 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.
  4. The transaction was executed in multiple trades at prices ranging from $111.63 to $112.61. 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.
  5. The transaction was executed in multiple trades at prices ranging from $112.6650 to $113.59. 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.
  6. These shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.