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Filing Details

Accession Number:: 0001062993-24-005737
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2024-03-06 18:08:33
Reporting Period:: 2024-03-04

Accepted Time:: 2024-03-06 18:08:33
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
1324069	D Joseph Mansueto	22 W. Washington Chicago IL 60602	Executive Chairman	Yes	Yes	Yes	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	2024-03-04	280	$299.64	10,821,311	No	4	S	Direct
Common Stock	Disposition	2024-03-04	240	$300.90	10,821,071	No	4	S	Direct
Common Stock	Disposition	2024-03-04	3,648	$302.84	10,817,423	No	4	S	Direct
Common Stock	Disposition	2024-03-04	5,175	$303.58	10,812,248	No	4	S	Direct
Common Stock	Disposition	2024-03-04	518	$304.38	10,811,730	No	4	S	Direct
Common Stock	Disposition	2024-03-05	3,640	$302.83	10,808,090	No	4	S	Direct
Common Stock	Disposition	2024-03-05	5,133	$303.86	10,802,957	No	4	S	Direct
Common Stock	Disposition	2024-03-05	2,793	$304.78	10,800,164	No	4	S	Direct
Common Stock	Disposition	2024-03-05	151	$305.76	10,800,013	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
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	4,752,663	Indirect	By Trust
Common Stock	150,000	Indirect	By Trust

Footnotes

The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2023.
The transaction was executed in multiple trades at prices ranging from $299.4700 to $300.4400. 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 $300.8750 to $301.0000. 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 $302.2200 to $303.2150. 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 $303.2200 to $304.1700. 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 $304.2900 to $304.8300. 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 $302.2500 to $303.2100. 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 $303.3200 to $304.3000. 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 $304.3400 to $305.1800. 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 $305.7550 to $305.7800. 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 shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts.
The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.