Filing Details

Accession Number:
0001062993-22-022051
Form Type:
4
Zero Holdings:
No
Publication Time:
2022-11-14 16:13:25
Reporting Period:
2022-11-10
Accepted Time:
2022-11-14 16:13:25
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
1323954 Bevin Desmond C/O Morningstar, Inc.
22 W Washington St
Chicago IL 60602
Chief Talent & Culture Officer No Yes 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 Disposition 2022-11-10 3,484 $241.24 17,723 No 4 S Indirect By spouse
Common Stock Disposition 2022-11-10 6,222 $241.98 11,501 No 4 S Indirect By Spouse
Common Stock Disposition 2022-11-10 294 $242.95 11,207 No 4 S Indirect By Spouse
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Indirect By spouse
No 4 S Indirect By Spouse
No 4 S Indirect By Spouse
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 24,096 Direct
Footnotes
  1. The transaction was executed in multiple trades at prices ranging from $240.6800 to $241.6600. 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.
  2. The transaction was executed in multiple trades at prices ranging from $241.7000 to $242.5100. 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.
  3. The transaction was executed in multiple trades at prices ranging from $242.9000 to $242.9700. 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.