Filing Details
- Accession Number:
- 0001289419-20-000096
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-05-19 17:19:29
- Reporting Period:
- 2020-05-15
- Accepted Time:
- 2020-05-19 17:19:29
- 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 |
|---|---|---|---|---|---|---|---|
| 1628434 | J Caroline Tsay | 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 (Restricted Stock Units) | Acquisiton | 2020-05-15 | 1,032 | $0.00 | 6,818 | No | 4 | A | Direct | |
| Common Stock | Disposition | 2020-05-18 | 964 | $144.51 | 5,854 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | A | Direct | |
| No | 4 | S | Direct |
Footnotes
- Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021.
- The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 6, 2019.
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