Morningstar, Inc.·4

Mar 3, 5:55 PM ET

Kirscher Elizabeth 4

4 · Morningstar, Inc. · Filed Mar 3, 2011

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.

Documents

1 file
  • 4
    edgar.xmlPrimary

    PRIMARY DOCUMENT