Filing Details
- Accession Number:
- 0001289419-20-000140
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-06-10 14:25:49
- Reporting Period:
- 2020-06-08
- Accepted Time:
- 2020-06-10 14:25:49
- 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: | 22,683 shares | Avg. Price: $152.44 | Total Value: $3,457,792.22 |
| Number of Shares After Transactions: | 20,230,153 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 | 2020-06-08 | 3,368 | $150.52 | 20,249,468 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-08 | 3,142 | $151.79 | 20,246,326 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-08 | 4,526 | $152.66 | 20,241,800 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-08 | 464 | $153.28 | 20,241,336 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-09 | 3,821 | $151.64 | 20,237,515 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-09 | 1,389 | $152.66 | 20,236,126 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-09 | 2,605 | $153.78 | 20,233,521 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-09 | 3,368 | $154.35 | 20,230,153 | 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 | 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 $150.00 to $150.96. 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 $151.20 to $152.1950. 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 $152.20 to $153.1950. 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 $153.2250 to $153.39. 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 $151.17 to $152.15. 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 $152.18 to $153.1650. 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 $153.18 to $154.1750. 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 $154.18 to $154.65. 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.
Billionaire Hedge Funds
