Morningstar, Inc. 4
4 · Morningstar, Inc. · Filed Mar 16, 2015
Insider Transaction Report
Form 4
Phillips Donald James II
DirectorManaging Director
Transactions
- Sale
Common Stock
2015-03-16$74.65/sh−2,000$149,291→ 16,862 total(indirect: By Trust)
Holdings
- 157,098
Common Stock
- 11,497(indirect: By GRAT)
Common Stock
Footnotes (2)
- [F1]The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on November 24, 2014.
- [F2]The transaction was executed in multiple trades at prices ranging from $74.39 to $74.84. The price reported abive 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.