0001289419-14-000234.txt : 20141114
0001289419-14-000234.hdr.sgml : 20141114
20141114104630
ACCESSION NUMBER: 0001289419-14-000234
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20141113
FILED AS OF DATE: 20141114
DATE AS OF CHANGE: 20141114
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: FRANCIS CHERYL A
CENTRAL INDEX KEY: 0001197386
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 141221376
MAIL ADDRESS:
STREET 1: 8237 GREYSTONE COURT
CITY: BURR RIDGE
STATE: IL
ZIP: 60527
4
1
edgar.xml
PRIMARY DOCUMENT
X0306
4
2014-11-13
0001289419
Morningstar, Inc.
MORN
0001197386
FRANCIS CHERYL A
C/O MORNINGSTAR, INC.
22 WEST WASHINGTON STREET
CHICAGO
IL
60602
1
0
0
0
Common Stock
2014-11-13
4
M
0
500
27.3667
A
18203
D
Common Stock
2014-11-13
4
S
0
500
70.52
D
17703
D
Common Stock (Right to Buy)
27.3667
2014-11-13
4
M
0
500
0
D
2015-05-02
Common Stock
500
4720
D
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2014.
The exercise price increases over the term of the option at a rate equal to the 10-year Treasury bond yield as of the date of the grant ($18.50). On November 13, 2014, the exercise price was $27.3667.
The options became exercisable in three equal installments on May 2, 2006, 2007, and 2008.
/s/ Heidi Miller, by power of attorney
2014-11-14