Filing Details
- Accession Number:
- 0001289419-20-000138
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-06-08 13:57:56
- Reporting Period:
- 2020-06-04
- Accepted Time:
- 2020-06-08 13:57:56
- 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: | 11,376 shares | Avg. Price: $150.32 | Total Value: $1,710,017.03 |
| Number of Shares After Transactions: | 20,252,836 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 | 2020-06-04 | 747 | $153.04 | 20,263,465 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-04 | 100 | $153.67 | 20,263,365 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-05 | 4,139 | $149.62 | 20,259,226 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-05 | 6,248 | $150.36 | 20,252,978 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-05 | 142 | $152.00 | 20,252,836 | 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 |
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 $152.65 to $153.55. 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 $148.98 to $149.97. 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 $149.99 to $150.9450. 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 $151.3050 to $152.04. 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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