Filing Details
- Accession Number:
- 0001062993-23-011461
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-05-17 20:09:38
- Reporting Period:
- 2023-05-15
- Accepted Time:
- 2023-05-17 20:09:38
- 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 | 22 West Washington St 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 (Restricted Stock Units) | Acquisiton | 2023-05-15 | 868 | $0.00 | 4,351 | No | 4 | A | Direct | |
| Common Stock | Disposition | 2023-05-15 | 124 | $0.00 | 4,227 | No | 4 | J | Direct | |
| Common Stock | Disposition | 2023-05-15 | 651 | $191.32 | 3,576 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | A | Direct | |
| No | 4 | J | Direct | |
| No | 4 | S | Direct |
Footnotes
- Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2024.
- The reporting person transferred these shares pursuant to a court filed stipulation in connection with a dissolution of marriage filed in Santa Clara County. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
Billionaire Hedge Funds
