Filing Details
- Accession Number:
- 0001289419-24-000115
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-11-04 18:02:43
- Reporting Period:
- 2024-11-01
- Accepted Time:
- 2024-11-04 18:02:43
- 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
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Disposition | 2024-11-01 | 4,502 | $327.58 | 10,850,278 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2024-11-01 | 2,818 | $328.46 | 10,847,460 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2024-11-01 | 1,742 | $329.46 | 10,845,718 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| 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 | 4,414,795 | 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 November 17, 2023.
- The transaction was executed in multiple trades at prices ranging from $327.0500 to $328.0400. The price reported above reflects the weighted average sale price. The reporting person herebyundertakes 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.
- Reflects 337,868 shares distributed in the third quarter of 2024 to the reporting person from grantor retained annuity trusts established for the benefit of the reporting person and his children which were previously included as indirect holdings and are now reported as directly held.
- The transaction was executed in multiple trades at prices ranging from $328.0550 to $329.0400. The price reported above reflects the weighted average sale price. The reporting person herebyundertakes 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 $329.0850 to $330.0000. The price reported above reflects the weighted average sale price. The reporting person herebyundertakes 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.
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