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Filing Details

Accession Number:: 0001289419-21-000041
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2021-03-01 12:45:37
Reporting Period:: 2021-02-25

Accepted Time:: 2021-03-01 12:45:37
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:	19,345 shares	Avg. Price: $223.53	Total Value: $4,324,241.83
Number of Shares After Transactions:	18,987,194 shares

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership
Common Stock	Disposition	2021-02-25	1,812	$224.11	19,004,727	No	4	S	Direct
Common Stock	Disposition	2021-02-25	1,797	$225.28	19,002,930	No	4	S	Direct
Common Stock	Disposition	2021-02-26	3,686	$222.26	18,999,244	No	4	S	Direct
Common Stock	Disposition	2021-02-26	7,724	$223.27	18,991,520	No	4	S	Direct
Common Stock	Disposition	2021-02-26	4,169	$224.08	18,987,351	No	4	S	Direct
Common Stock	Disposition	2021-02-26	157	$224.94	18,987,194	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership
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 $223.82 to $224.81. 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 $224.97 to $225.82. 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 transaction was executed in multiple trades at prices ranging from $221.68 to $222.6750. 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 $222.68 to $223.67. 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 $223.68 to $224.45. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.