Filing Details

Accession Number:
0001289419-11-000087
Form Type:
4
Zero Holdings:
No
Publication Time:
2011-03-03 17:55:55
Reporting Period:
2011-03-03
Filing Date:
2011-03-03
Accepted Time:
2011-03-03 17:55:55
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
1323964 Elizabeth Kirscher C/o Morningstar, Inc.
22 West Washington Street
Chicago IL 60602
Pres., Data Division 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 (Restricted Stock Units) Acquisiton 2011-03-03 5,654 $10.95 50,619 No 4 M Direct
Common Stock (Restricted Stock Units) Disposition 2011-03-03 5,654 $60.12 44,965 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 2011-03-03 5,654 $0.00 5,654 $10.95
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
4,346 2012-05-01 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 November 23, 2009.
  2. The options became exercisable in four equal installments on May 1, 2003, 2004, 2005 and 2006.
  3. The transaction was executed in multiple trades at prices ranging from $60.00 to $60.30. 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.