0001289419-15-000152.txt : 20150728
0001289419-15-000152.hdr.sgml : 20150728
20150728101725
ACCESSION NUMBER: 0001289419-15-000152
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20150727
FILED AS OF DATE: 20150728
DATE AS OF CHANGE: 20150728
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: 151008562
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
2015-07-27
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
2015-07-27
4
S
0
1820
83.7638
D
52552
D
Common Stock
2015-07-27
4
S
0
3180
84.5173
D
49372
D
Common Stock
24151
I
By spouse
The transaction was executed in multiple trades at prices ranging from $83.10 to $84.09. 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 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 $84.16 to $84.86. 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
2015-07-28