Filing Details
- Accession Number:
- 0001289419-21-000016
- Form Type:
- 5
- Zero Holdings:
- No
- Publication Time:
- 2021-02-09 12:50:12
- Reporting Period:
- 2020-12-31
- Accepted Time:
- 2021-02-09 12:50:12
- 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 |
|---|---|---|---|---|---|---|---|
| 1628434 | J Caroline Tsay | C/O Morningstar, Inc. 22 West Washington Street Chicago IL 60602 | Yes | No | No | No |
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 | Acquisiton | 2019-05-01 | 2 | $143.14 | 5,856 | No | 4 | P | Direct | |
| Common Stock | Acquisiton | 2019-08-01 | 5 | $152.69 | 5,861 | No | 4 | P | Direct | |
| Common Stock | Acquisiton | 2019-11-01 | 5 | $162.15 | 5,866 | No | 4 | P | Direct | |
| Common Stock | Acquisiton | 2020-02-03 | 5 | $159.56 | 5,871 | No | 4 | P | Direct | |
| Common Stock | Acquisiton | 2020-05-01 | 5 | $151.39 | 5,876 | No | 4 | P | Direct | |
| Common Stock | Acquisiton | 2020-08-03 | 6 | $168.58 | 5,882 | No | 5 | I | Direct | |
| Common Stock | Acquisiton | 2020-11-02 | 6 | $194.02 | 5,888 | No | 5 | I | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | P | Direct | |
| No | 4 | P | Direct | |
| No | 4 | P | Direct | |
| No | 4 | P | Direct | |
| No | 4 | P | Direct | |
| No | 5 | I | Direct | |
| No | 5 | I | Direct |
Footnotes
- The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker.
Billionaire Hedge Funds
