0001289419-15-000183.txt : 20150824 0001289419-15-000183.hdr.sgml : 20150824 20150824201436 ACCESSION NUMBER: 0001289419-15-000183 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20150824 FILED AS OF DATE: 20150824 DATE AS OF CHANGE: 20150824 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 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Desmond Bevin CENTRAL INDEX KEY: 0001323954 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 151072034 MAIL ADDRESS: STREET 1: C/O MORNINGSTAR, INC. STREET 2: 225 WEST WACKER DRIVE CITY: CHICAGO STATE: IL ZIP: 60606 4 1 edgar.xml PRIMARY DOCUMENT X0306 4 2015-08-24 0001289419 Morningstar, Inc. MORN 0001323954 Desmond Bevin C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO IL 60602 0 1 0 0 Head of Global Markets & HR Common Stock 2015-08-24 4 S 0 865 77.2371 D 33510 D Common Stock 2015-08-24 4 S 0 2935 78.2671 D 30575 D Common Stock 2015-08-24 4 S 0 1200 79.1042 D 29375 D Common Stock 24152 I By spouse The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 27, 2015. The transaction was executed in multiple trades at prices ranging from $76.76 to $77.72. 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 $77.80 to $78.76. 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 $78.84 to $79.40. 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 2015-08-24