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Home > Insider Trading > Filing (0001289419-14-000230)

Filing Details

Accession Number:: 0001289419-14-000230
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2014-11-12 15:44:42
Reporting Period:: 2014-11-12

Filing Date:: 2014-11-12
Accepted Time:: 2014-11-12 15:44:42
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
1197386	A Cheryl Francis	C/O Morningstar, Inc. 22 West Washington Street Chicago IL 60602		Yes	No	No	No

Reported Non-Derivative Transactions

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Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Acquisiton	2014-11-12	500	$27.36	18,203	No	4	M	Direct
Common Stock	Disposition	2014-11-12	500	$70.00	17,703	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	M	Direct
No	4	S	Direct

Reported Derivative Transactions

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Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Common Stock	Common Stock (Right to Buy)	Disposition	2014-11-12	500	$0.00	500	$27.36

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
5,220		2015-05-02	No	4	M	Direct

Footnotes

The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2014.
The exercise price increases over the term of the option at a rate equal to the 10-year Treasury bond yield as of the date of the grant ($18.50). On November 12, 2014, the exercise price was $27.3636.
The options became exercisable in three equal installments on May 2, 2006, 2007, and 2008.