Filing Details
- Accession Number:
- 0001289419-21-000049
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2021-03-11 14:21:55
- Reporting Period:
- 2021-03-09
- Accepted Time:
- 2021-03-11 14:21:55
- 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: | 25,543 shares | Avg. Price: $242.74 | Total Value: $6,200,351.63 |
| Number of Shares After Transactions: | 18,891,267 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 | 2021-03-09 | 226 | $237.20 | 18,916,584 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-09 | 242 | $238.29 | 18,916,342 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-09 | 256 | $239.86 | 18,916,086 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-09 | 3,386 | $241.09 | 18,912,700 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-09 | 5,889 | $242.15 | 18,906,811 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-09 | 3,367 | $243.24 | 18,903,444 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-09 | 442 | $243.96 | 18,903,002 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-10 | 4,775 | $242.52 | 18,898,227 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-10 | 3,024 | $243.37 | 18,895,203 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-10 | 2,333 | $244.47 | 18,892,870 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-10 | 1,393 | $245.77 | 18,891,477 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-03-10 | 210 | $246.62 | 18,891,267 | 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 |
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 $236.93 to $237.78. 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 $239.63 to $239.94. 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 $240.64 to $241.58. 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 $241.71 to $242.67. 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 $242.76 to $243.75. 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 $243.86 to $244.1975. 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 $241.83 to $242.81. 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 $242.83 to $243.71. 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 $244.06 to $244.96. 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 $245.11 to $246.06. 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 $246.36 to $246.62. 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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