Filing Details
- Accession Number:
- 0001289419-20-000132
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-05-29 17:20:29
- Reporting Period:
- 2020-05-27
- Accepted Time:
- 2020-05-29 17:20:29
- 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: | 28,257 shares | Avg. Price: $147.27 | Total Value: $4,161,414.86 |
| Number of Shares After Transactions: | 20,299,659 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 | 2020-05-27 | 1,700 | $141.79 | 20,326,216 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-27 | 4,240 | $142.48 | 20,321,976 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-27 | 2,601 | $143.34 | 20,319,375 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-27 | 2,462 | $144.70 | 20,316,913 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-28 | 329 | $145.42 | 20,316,584 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-28 | 816 | $146.98 | 20,315,768 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-28 | 1,401 | $147.43 | 20,314,367 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-28 | 1,764 | $148.90 | 20,312,603 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-28 | 4,016 | $149.87 | 20,308,587 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-28 | 7,648 | $150.94 | 20,300,939 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-28 | 1,280 | $151.52 | 20,299,659 | 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 | |
| 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 | ByTrust |
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 5, 2019.
- The transaction was executed in multiple trades at prices ranging from $141.02 to $142.01. 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 $142.03 to $143.00. 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 $143.04 to $143.94. 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 $144.13 to $144.98. 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 $144.87 to $145.84. 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 $146.17 to $147.1350. 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 $147.1850 to $147.70. 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 $148.32 to $149.22. 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 $149.32 to $150.28. 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 $150.36 to $151.25. 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 $151.36 to $151.72. 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 shares ae 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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