Filing Details
- Accession Number:
- 0001289419-20-000069
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-04-10 13:39:39
- Reporting Period:
- 2020-04-08
- Accepted Time:
- 2020-04-10 13:39:39
- 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 |
Transaction Summary
| Sold: | 24,186 shares | Avg. Price: $122.57 | Total Value: $2,964,574.56 |
| Number of Shares After Transactions: | 20,504,801 shares | ||
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 | 2020-04-08 | 941 | $118.72 | 29,528,046 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-04-08 | 949 | $119.79 | 20,527,097 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-04-08 | 1,535 | $120.91 | 20,525,562 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-04-08 | 2,744 | $121.97 | 20,522,818 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-04-08 | 5,629 | $123.16 | 20,517,189 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-04-09 | 6,226 | $122.71 | 20,510,963 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-04-09 | 5,922 | $123.56 | 20,505,041 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-04-09 | 240 | $124.83 | 20,504,801 | 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 | |
| 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
- The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2018.
- The transaction was executed in multiple trades at prices ranging from $118.28 to $119.12. 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.
- The transaction was executed in multiple trades at prices ranging from $119.36 to $120.25. 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.
- The transaction was executed in multiple trades at prices ranging from $120.4750 to $121.43. 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.
- The transaction was executed in multiple trades at prices ranging from $121.53 to $122.50. 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.
- The transaction was executed in multiple trades at prices ranging from $122.63 to $123.53. 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.
- The transaction was executed in multiple trades at prices ranging from $122.20 to $123.18. 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.
- The transaction was executed in multiple trades at prices ranging from $123.20 to $124.05. 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.
- The transaction was executed in multiple trades at prices ranging from $124.43 to $125.12. 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.
- 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.
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