Filing Details
- Accession Number:
- 0001289419-20-000194
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-09-11 13:40:12
- Reporting Period:
- 2020-09-09
- Accepted Time:
- 2020-09-11 13:40:12
- 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: | 18,182 shares | Avg. Price: $159.52 | Total Value: $2,900,358.76 |
| Number of Shares After Transactions: | 19,892,742 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 | 2020-09-09 | 100 | $155.79 | 19,910,824 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-09-09 | 1,003 | $157.35 | 19,909,821 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-09-09 | 961 | $158.24 | 19,908,860 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-09-09 | 4,437 | $159.66 | 19,904,423 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-09-09 | 3,183 | $160.41 | 19,901,240 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-09-10 | 4,600 | $159.01 | 19,896,640 | No | 4 | S | Direct | |
| Common Stoick | Disposition | 2020-09-10 | 2,958 | $160.06 | 19,893,682 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-09-10 | 940 | $160.67 | 19,892,742 | 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 $156.86 to $157.52. 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 $158.1250 to $158.39. 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 $159.15 to $160.13. 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 $160.16 to $160.76. 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 $158.49 to $159.48. 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 $159.53 to $160.52. 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 $160.56 to $160.97. 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 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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