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Filing Details

Accession Number:: 0001289419-13-000277
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2013-11-01 15:27:25
Reporting Period:: 2013-10-31

Filing Date:: 2013-11-01
Accepted Time:: 2013-11-01 15:27:25
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 West Washington Street Chicago IL 60602	Head Of Global Markets & Hr	No	Yes	No	No

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	Explanation
Common Stock	Disposition	2013-10-31	3,415	$80.50	59,815	No	4	S	Direct
Common Stock	Disposition	2013-10-31	1,427	$81.13	58,388	No	4	S	Direct
Common Stock (Restricted Stock Units)	Acquisiton	2013-10-31	12	$0.00	58,400	No	4	A	Direct
Common Stock	Disposition	2013-10-31	2,936	$80.42	33,589	No	4	S	Indirect	By spouse
Common Stock	Disposition	2013-10-31	2,100	$81.06	31,483	No	4	S	Indirect	By spouse
Common Stock (Restricted Stock Units)	Acquisiton	2013-10-31	1	$0.00	31,484	No	4	A	Indirect	By spouse

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Direct
No	4	S	Direct
No	4	A	Direct
No	4	S	Indirect	By spouse
No	4	S	Indirect	By spouse
No	4	A	Indirect	By spouse

Footnotes

The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2013.
The transaction was executed in multiple trades at prices ranging from $79.97 to $80.95. The price reported above reflects the weighted average sale price. The reporting person herby 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 $81.01 to $81.32. The price reported above reflects the weighted average sale price. The reporting person herby 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.
Includes 12.9004 restricted stock units acquired on October 31, 2013 pursuant to a dividend reinvestment feature of the Morningstar, Inc. 2011 Stock Incentive Plan.
The transaction was executed in multiple trades at prices ranging from $79.79 to $80.71. The price reported above reflects the weighted average sale price. The reporting person herby 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 $80.88 to $81.26. The price reported above reflects the weighted average sale price. The reporting person herby 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.
Includes 1.1296 restricted stock units acquired on October 31, 2013 pursuant to a dividend reinvestment feature of the Morningstar, Inc. 2011 Stock Incentive Plan.