SEC Form 4 · accession 0001289419-15-000169
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Catherine Gillis Odelbo
Officer — Head of Corporate Strategy
Period of report
Jul 31, 2015
Accepted (ET)
Aug 3, 2015 · 12:51 pm EDT
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)F1 | Jul 31, 2015 | A | 33 | $0.00 | A | 226,943 | D |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Includes 33.2822 restricted stock units acquired on July 31, 2015 pursuant to a dividend investment feature of the Morningstar, Inc. 2011 Stock Incentive Plan.