Home > Insider Trading > Filing (0001289419-24-000163)

Filing Details

Accession Number:: 0001289419-24-000163
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2024-12-16 17:10:57
Reporting Period:: 2024-12-13

Accepted Time:: 2024-12-16 17:10:57
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

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership
Common Stock	Disposition	2024-12-13	1,817	$352.09	18,710	No	4	S	Direct
Common Stock	Disposition	2024-12-13	660	$353.16	18,050	No	4	S	Direct
Common Stock	Disposition	2024-12-13	582	$354.27	17,468	No	4	S	Direct
Common Stock	Disposition	2024-12-13	115	$355.39	17,353	No	4	S	Direct
Common Stock	Disposition	2024-12-13	49	$356.49	17,304	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

Footnotes

The transaction was executed in multiple trades at prices ranging from $351.6100 to $352.4900. 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 transaction was executed in multiple trades at prices ranging from $352.6200 to $353.5950. 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 transaction was executed in multiple trades at prices ranging from $353.7250 to $354.6400. 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 transaction was executed in multiple trades at prices ranging from $354.9500 to $355.6300. 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.