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4//SEC Filing

Kirscher Elizabeth 4

Accession 0001289419-11-000087

CIK 0001289419other

Filed

Mar 2, 7:00 PM ET

Accepted

Mar 3, 5:55 PM ET

Size

8.9 KB

Accession

0001289419-11-000087

Insider Transaction Report

Form 4
Period: 2011-03-03
Kirscher Elizabeth
Pres., Data Services
Transactions
  • Sale

    Common Stock (Restricted Stock Units)

    2011-03-03$60.12/sh5,654$339,89044,965 total
  • Exercise/Conversion

    Employee Stock Option (Right to Buy)

    2011-03-035,6544,346 total
    Exercise: $10.95Exp: 2012-05-01Common Stock (5,654 underlying)
  • Exercise/Conversion

    Common Stock (Restricted Stock Units)

    2011-03-03$10.95/sh+5,654$61,91150,619 total
Footnotes (3)
  • [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 four equal installments on May 1, 2003, 2004, 2005 and 2006.
  • [F3]The transaction was executed in multiple trades at prices ranging from $60.00 to $60.30. 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.

Issuer

Morningstar, Inc.

CIK 0001289419

Entity typeother

Related Parties

1
  • filerCIK 0001323964

Filing Metadata

Form type
4
Filed
Mar 2, 7:00 PM ET
Accepted
Mar 3, 5:55 PM ET
Size
8.9 KB