Filing Details

Accession Number:
0001062993-24-006288
Form Type:
4
Zero Holdings:
No
Publication Time:
2024-03-12 17:16:57
Reporting Period:
2024-03-11
Accepted Time:
2024-03-12 17:16:57
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
1324001 N Steven Kaplan 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 Disposition 2024-03-11 1,250 $306.81 44,427 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Direct
Footnotes
  1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023.
  2. The transaction was executed in multiple trades at prices ranging from $305.6400 to $307.7500. 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.