Filing Details
- Accession Number:
- 0001062993-24-013372
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-07-02 20:32:57
- Reporting Period:
- 2024-07-02
- Accepted Time:
- 2024-07-02 20:32:57
- 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 |
|---|---|---|---|---|---|---|---|
| 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
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Disposition | 2024-07-02 | 3,400 | $300.11 | 20,181 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | S | Direct |
Footnotes
- The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2024.
- The transaction was executed in multiple trades at prices ranging from $300.0000 to $300.4350. 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 Morningstarfull information regarding the number of shares and prices at which the transaction was effected.
- The reporting person's Form 4 filed on May 17, 2024 did not reflect the correct total beneficial ownership due to a clerical error.
Billionaire Hedge Funds
