SEC Form 4 · accession 0001289419-15-000006
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Bevin Desmond
Officer — Head of Global Markets & HR
Period of report
Jan 30, 2015
Accepted (ET)
Jan 30, 2015 · 11:31 am EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001289419
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock (Restricted Stock Units)F2 | Jan 30, 2015 | A | 12 | $0.00 | A | 52,583 | D | |
| Common Stock (Restricted Stock Units)F1 | Jan 30, 2015 | A | 1 | $0.00 | A | 24,232 | I | By spouse |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Includes 0.9797 restricted stock units acquired on January, 30 2015 pursuant to a dividend reinvestment feature of the Morningstar, Inc. 2011 Stock Incentive Plan.
- F2Includes 12.4452 restricted stock units acquired on January, 30 2015 pursuant to a dividend reinvestment feature of the Morningstar, Inc. 2011 Stock Incentive Plan.