Filing Details
- Accession Number:
- 0001289419-15-000103
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2015-05-05 10:34:59
- Reporting Period:
- 2015-05-04
- Filing Date:
- 2015-05-05
- Accepted Time:
- 2015-05-05 10:34:59
- 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 |
|---|---|---|---|---|---|---|---|
| 1323982 | Ii James Donald Phillips | C/O Morningstar, Inc. 22 West Washington Street 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 | 2015-05-04 | 2,000 | $76.35 | 2,862 | No | 4 | S | Indirect | By trust |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | S | Indirect | By trust |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Stock | 11,497 | Indirect | By GRAT |
| Common Stock | 157,106 | Direct |
Footnotes
- The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on November 24, 2014.
- The transaction was executed in multiple trades at prices ranging from $75.97 to $76.81. The price reported abive 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.
Billionaire Hedge Funds
