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