Filing Details
- Accession Number:
- 0001289419-19-000229
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2019-11-06 19:06:07
- Reporting Period:
- 2019-11-04
- Accepted Time:
- 2019-11-06 19:06:07
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1289419 | Morningstar Inc. | MORN | () | 4 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1205346 | Jack Noonan | 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 | Acquisiton | 2019-11-04 | 2,316 | $57.28 | 8,123 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2019-11-04 | 796 | $162.47 | 7,327 | 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
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Employee Stock Option (Right to Buy) | Disposition | 2019-11-04 | 2,316 | $0.00 | 2,316 | $57.28 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 0 | 2021-05-15 | No | 4 | M | Direct |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Stock | 25,401 | Indirect | By Trust |
| Common Stock | 1,000 | Indirect | By Spouse |
Footnotes
- The options became exercisable in four equal annual installments beginning May 15, 2012.
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