Filing Details
- Accession Number:
- 0001289419-21-000034
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2021-02-25 17:33:21
- Reporting Period:
- 2021-02-23
- Accepted Time:
- 2021-02-25 17:33:21
- 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 Talent And Culture | No | Yes | 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 | 2021-02-23 | 600 | $226.85 | 32,026 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-23 | 1,000 | $228.18 | 31,026 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-23 | 1,000 | $229.15 | 30,026 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2021-02-23 | 400 | $229.97 | 29,626 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Stock | 21,107 | 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 November 20, 2020.
- The transaction was executed in multiple trades at prices ranging from $226.50 to $227.09. The price reported above 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.
- The transaction was executed in multiple trades at prices ranging from $227.67 to $228.63. The price reported above 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.
- The transaction was executed in multiple trades at prices ranging from $228.70 to $229.62. The price reported above 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.
- The transaction was executed in multiple trades at prices ranging from $229.85 to $230.17. The price reported above 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.
- Due to administrative error, the reporting persons total was overstated by 2,734 shares on previous Form 4 filings.
Billionaire Hedge Funds
