Filing Details
- Accession Number:
- 0001289419-20-000134
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-06-02 17:07:08
- Reporting Period:
- 2020-05-29
- Accepted Time:
- 2020-06-02 17:07:08
- 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: | 24,114 shares | Avg. Price: $152.41 | Total Value: $3,675,235.90 |
| Number of Shares After Transactions: | 20,275,545 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 | 2020-05-29 | 4,074 | $150.01 | 20,295,585 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-29 | 3,770 | $150.86 | 20,291,815 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-29 | 2,261 | $151.90 | 20,289,554 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-29 | 2,774 | $153.32 | 20,286,780 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-05-29 | 200 | $153.70 | 20,286,580 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-01 | 4,280 | $152.94 | 20,282,300 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-01 | 4,378 | $153.70 | 20,277,922 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-01 | 2,198 | $154.93 | 20,275,724 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-01 | 179 | $155.54 | 20,275,545 | 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 |
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 $149.41 to $150.39. 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 $150.42 to $151.35. 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 $151.47 to $152.41. 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 $152.62 to $153.6150. 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 $153.62 to $153.77. 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 $152.32 to $153.3150. 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 $153.32 to $154.3150. 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 $154.35 to $155.32. 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.
- 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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