Filing Details

Accession Number:
0001062993-22-017614
Form Type:
4
Zero Holdings:
No
Publication Time:
2022-08-10 15:07:27
Reporting Period:
2022-08-08
Accepted Time:
2022-08-10 15:07:27
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
1411724 M William Lyons 22 West Washington St
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 2022-08-08 1,882 $249.74 16,451 No 4 S Direct
Common Stock Disposition 2022-08-08 618 $250.48 15,833 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Direct
No 4 S Direct
Footnotes
  1. The transaction was executed in multiple trades at prices ranging from $249.2500 to $250.2290. 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.
  2. The transaction was executed in multiple trades at prices ranging from $250.2700 to $250.6360. 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.