0001289419-17-000067.txt : 20170731
0001289419-17-000067.hdr.sgml : 20170731
20170731143653
ACCESSION NUMBER: 0001289419-17-000067
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20170728
FILED AS OF DATE: 20170731
DATE AS OF CHANGE: 20170731
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Rothschild Tricia
CENTRAL INDEX KEY: 0001693979
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 17992632
MAIL ADDRESS:
STREET 1: C/O MORNINGSTAR, INC.
STREET 2: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
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
2017-07-28
0001289419
Morningstar, Inc.
MORN
0001693979
Rothschild Tricia
MORNINGSTAR, INC.
22 WEST WASHINGTON STREET
CHICAGO
IL
60602
0
1
0
0
Chief Product Officer
Common Stock
2017-07-28
4
S
0
500
82.2103
D
7652
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 16, 2017.
The transaction was executed in multiple trades at prices ranging from $81.96 to $82.40. 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 attorne
2017-07-31