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Filing Details

Accession Number:: 0001062993-21-011439
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2021-11-23 13:45:23
Reporting Period:: 2021-11-22

Accepted Time:: 2021-11-23 13:45:23
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
1712782	Jason Dubinsky	C/O Morningstar, Inc. 22 W Washington St Chicago IL 60602	Chief Financial Officer	No	Yes	No	No

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership
Common Stock	Disposition	2021-11-22	765	$316.58	19,790	No	4	S	Direct
Common Stock	Disposition	2021-11-22	350	$317.93	19,440	No	4	S	Direct
Common Stock	Disposition	2021-11-22	755	$319.59	18,685	No	4	S	Direct
Common Stock	Disposition	2021-11-22	1,129	$320.46	17,556	No	4	S	Direct
Common Stock	Disposition	2021-11-22	8	$321.30	17,548	No	4	S	Direct

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

Footnotes

The transaction was executed in multiple trades at prices ranging from $316.17 to $317.05. The price reported above reflects the weighted average sales 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 $317.49 to $318.39. The price reported above reflects the weighted average sales 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 $319.06 to $320.00. The price reported above reflects the weighted average sales 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 $320.06 to $321.00. The price reported above reflects the weighted average sales 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 $321.19 to $321.41. The price reported above reflects the weighted average sales 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.