Filing Details
- Accession Number:
- 0001289419-20-000145
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-06-18 17:24:19
- Reporting Period:
- 2020-06-16
- Accepted Time:
- 2020-06-18 17:24:19
- 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: | 22,354 shares | Avg. Price: $150.28 | Total Value: $3,359,288.81 |
| Number of Shares After Transactions: | 20,186,953 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 | 2020-06-16 | 2,731 | $146.79 | 20,206,576 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-16 | 3,195 | $148.05 | 20,203,381 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-16 | 2,690 | $148.78 | 20,200,691 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-16 | 574 | $149.83 | 20,200,117 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-16 | 732 | $151.36 | 20,199,385 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-17 | 440 | $147.20 | 20,198,945 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-17 | 236 | $148.60 | 20,198,709 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-17 | 1,863 | $150.45 | 20,196,846 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-17 | 2,714 | $151.13 | 20,194,132 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-17 | 2,054 | $152.04 | 20,192,078 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-17 | 3,928 | $153.06 | 20,188,150 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-17 | 1,097 | $154.13 | 20,187,053 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-06-17 | 100 | $154.99 | 20,186,953 | 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 | |
| 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 $146.47 to $147.45. 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 $147.49 to $148.48. 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 $148.4950 to $149.35. 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 $149.67 to $150.14. 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 $150.9450 to $151.9350. 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 $146.98 to $147.6350. 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 $148.1750 to $149.00. 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 $149.65 to $150.6450. 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 $150.6650 to $151.61. 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 $151.69 to $152.60. 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 $152.72 to $153.67. 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 $153.8250 to $154.82. 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 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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