4//SEC Filing
Morningstar, Inc. 4
Accession 0001289419-15-000065
$MORNCIK 0001289419operating
Filed
Apr 27, 8:00 PM ET
Accepted
Apr 28, 10:11 AM ET
Size
8.3 KB
Accession
0001289419-15-000065
Insider Transaction Report
Form 4
Phillips Donald James II
DirectorManaging Director
Transactions
- Sale
Common Stock
2015-04-27$75.99/sh−501$38,070→ 4,862 total(indirect: By Trust) - Sale
Common Stock
2015-04-27$75.68/sh−1,499$113,440→ 5,363 total(indirect: By Trust)
Holdings
- 11,497(indirect: By GRAT)
Common Stock
- 157,098
Common Stock
Footnotes (3)
- [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 $74.91 to $75.90. 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.
- [F3]The transaction was executed in multiple trades at prices ranging from $75.92 to $76.04. 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.
Documents
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeoperating
IncorporatedIL
Related Parties
1- filerCIK 0001289419
Filing Metadata
- Form type
- 4
- Filed
- Apr 27, 8:00 PM ET
- Accepted
- Apr 28, 10:11 AM ET
- Size
- 8.3 KB