SEC Form 4 · accession 0001289419-16-000246
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Donald James Phillips II
Director
Period of report
Jan 29, 2016
Accepted (ET)
Feb 1, 2016 · 3:49 pm 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)F1 | Jan 29, 2016 | A | 4 | $0.00 | A | 158,832 | D | |
| Common Stock | holding | — | — | — | 11,497 | I | By GRAT |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Includes 4.9149 restricted stock units acquired on January 29, 2016 pursuant to a dividend reinvestment reature of the Morningstar, Inc. 2011 Stock Incentive Plan.