Filing Details
- Accession Number:
- 0001062993-24-012099
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-06-06 18:03:57
- Reporting Period:
- 2024-05-15
- Accepted Time:
- 2024-06-06 18:03:57
- 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 (Restricted Units) | Acquisiton | 2024-05-15 | 639 | $0.00 | 17,340 | No | 4 | A | Direct | |
| Common Stock | Disposition | 2024-06-04 | 750 | $289.07 | 16,590 | 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, lnc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025.
- The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 5, 2024.
Billionaire Hedge Funds
