Filing Details
- Accession Number:
- 0001289419-21-000010
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2021-02-03 16:47:39
- Reporting Period:
- 2021-02-01
- Accepted Time:
- 2021-02-03 16:47:39
- 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: | 31,297 shares | Avg. Price: $239.63 | Total Value: $7,499,614.70 |
| Number of Shares After Transactions: | 19,125,583 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 | 2021-02-01 | 148 | $230.81 | 19,156,732 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-01 | 534 | $232.01 | 19,156,198 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-01 | 1,359 | $233.37 | 19,154,839 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-01 | 5,196 | $234.77 | 19,149,643 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-01 | 1,179 | $235.63 | 19,148,464 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-01 | 629 | $236.51 | 19,147,835 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-01 | 817 | $237.96 | 19,147,018 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-01 | 2,626 | $239.04 | 19,144,392 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-01 | 5,093 | $239.76 | 19,139,299 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-01 | 795 | $240.56 | 19,138,504 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-02 | 200 | $239.27 | 19,138,304 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-02 | 950 | $240.63 | 19,137,354 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-02 | 1,193 | $241.48 | 19,136,161 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-02 | 3,046 | $242.78 | 19,133,115 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-02 | 3,874 | $243.87 | 19,129,241 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-02 | 3,658 | $244.60 | 19,125,583 | 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 | |
| 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 $230.64 to $230.96. 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 $231.74 to $232.48. 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 $233.01 to $233.79. 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 $234.05 to $235.0450. 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 $235.0750 to $236.07. 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 $236.15 to $237.05. 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 $237.33 to $238.31. 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 $238.33 to $239.32. 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 transaction was executed in multiple trades at prices ranging from $239.33 to $240.32. 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 transaction was executed in multiple trades at prices ranging from $240.35 to $240.94. 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 $238.86 to $239.68. 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 $239.95 to $240.8850. 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 $241.0350 to 241.97. 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 $242.2350 to $243.23. 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 $243.2950 to $244.28. 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 $244.3250 to $245.28. 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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