0001289419-13-000166.txt : 20130523
0001289419-13-000166.hdr.sgml : 20130523
20130523101813
ACCESSION NUMBER: 0001289419-13-000166
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130522
FILED AS OF DATE: 20130523
DATE AS OF CHANGE: 20130523
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Boruff Christopher P
CENTRAL INDEX KEY: 0001323950
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 13866910
MAIL ADDRESS:
STREET 1: C/O MORNINGSTAR, INC.
STREET 2: 225 WEST WACKER DRIVE
CITY: CHICAGO
STATE: IL
ZIP: 60606
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Morningstar, Inc.
CENTRAL INDEX KEY: 0001289419
STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282]
IRS NUMBER: 363297908
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
BUSINESS PHONE: (312) 696-6000
MAIL ADDRESS:
STREET 1: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
4
1
edgar.xml
PRIMARY DOCUMENT
X0306
4
2013-05-22
0001289419
Morningstar, Inc.
MORN
0001323950
Boruff Christopher P
C/O MORNINGSTAR, INC.
22 WEST WASHINGTON STREET
CHICAGO
IL
60602
0
1
0
0
Head of Global Products
Common Stock
2013-05-22
4
S
0
4700
69.7525
D
64964
D
Common Stock
2013-05-22
4
S
0
300
70.4133
D
64664
D
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 1, 2013.
The transaction was executed in multiple trades at prices ranging from $69.34 to $70.31 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.
The transaction was executed in multiple trades at prices ranging from $70.41 to $70.42 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.
/s/ Heidi Miller, by power of attorney
2013-05-23