Morningstar, Inc.·4

Dec 17, 1:20 PM ET

Kirscher Elizabeth 4

4 · Morningstar, Inc. · Filed Dec 17, 2010

Insider Transaction Report

Form 4
Period: 2010-12-15
Kirscher Elizabeth
Pres., Data Services
Transactions
  • Sale

    Common Stock

    2010-12-16$51.87/sh3,000$155,59944,954 total
  • Sale

    Common Stock

    2010-12-15$52.17/sh3,000$156,52244,954 total
  • Exercise/Conversion

    Common Stock

    2010-12-15$14.13/sh+3,000$42,39047,954 total
  • Exercise/Conversion

    Common Stock

    2010-12-16$14.13/sh+3,000$42,39047,954 total
  • Exercise/Conversion

    Employee Stock Option (Right to Buy)

    2010-12-153,0000 total
    Exercise: $14.13Exp: 2011-05-01Common Stock (3,000 underlying)
  • Exercise/Conversion

    Employee Stock Option (Right to Buy)

    2010-12-163,0000 total
    Exercise: $14.13Exp: 2011-05-01Common Stock (3,000 underlying)
Footnotes (4)
  • [F1]The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 23, 2009.
  • [F2]The options became exercisable in 4 equal installments on May 1, 2002, 2003, 2004, and 2005.
  • [F3]The transaction was executed in multiple trades at prices ranging from $51.76 to $52.54. 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 Morningstar full information regarding the number of shares and prices at which the transaction was effected.
  • [F4]The transaction was executed in multiple trades at prices ranging from $51.54 to $52.44. 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 Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Documents

1 file
  • 4
    edgar.xmlPrimary

    PRIMARY DOCUMENT