Filing Details

Accession Number:
0001289419-11-000077
Form Type:
4
Zero Holdings:
No
Publication Time:
2011-03-02 12:59:36
Reporting Period:
2011-03-02
Filing Date:
2011-03-02
Accepted Time:
2011-03-02 12:59:36
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 2011-03-02 500 $19.07 11,858 No 4 M Direct
Common Stock Disposition 2011-03-02 500 $57.55 11,358 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 2011-03-02 500 $0.00 500 $19.07
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
8,500 2014-12-01 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 11, 2009.
  2. The options became exercisable in 3 equal installments on January 27, 2005, 2006, 2007.
  3. The exercise price increases over the term of the option at a rate equal to the 10-year Treasury bond yield as of the date of grant ($14.70). On March 2, 2011, the exercise price was $19.0701.