Filing Details

Accession Number:
0001289419-11-000273
Form Type:
4
Zero Holdings:
No
Publication Time:
2011-08-26 11:42:46
Reporting Period:
2011-08-25
Filing Date:
2011-08-26
Accepted Time:
2011-08-26 11:42:46
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
1323982 Ii James Donald Phillips C/O Morningstar, Inc.
22 West Washington Street
Chicago IL 60602
President, Fund Research Yes 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 2011-08-25 79 $58.21 283,052 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Direct
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 70,738 Indirect By GRAT
Footnotes
  1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 25, 2011.