0001289419-17-000079.txt : 20171031 0001289419-17-000079.hdr.sgml : 20171031 20171031125250 ACCESSION NUMBER: 0001289419-17-000079 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20171030 FILED AS OF DATE: 20171031 DATE AS OF CHANGE: 20171031 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: NOONAN JACK CENTRAL INDEX KEY: 0001205346 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 171164869 MAIL ADDRESS: STREET 1: 17000 GULF BLVD STREET 2: UNIT B CITY: N. REDINGTON BEACH STATE: FL ZIP: 33708 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 2017-10-30 0001289419 Morningstar, Inc. MORN 0001205346 NOONAN JACK C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO IL 60602 1 0 0 0 Common Stock 2017-10-30 4 S 0 18800 85.40 D 26601 I By Trust Common Stock 2017-10-30 4 S 0 1200 86.47 D 25401 I By Trust Common Stock 3344 D Common Stock 1000 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 July 28, 2017. The transaction was executed in multiple trades at prices ranging from $85.00 to $85.97. 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 $86.03 to $86.88. 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 2017-10-31