SEC Form 4 · accession 0001289419-17-000101
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Joseph D Mansueto
Officer — Chairman & CEO · Director · 10% Owner
Period of report
Dec 20, 2017
Accepted (ET)
Dec 22, 2017 · 10:39 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 | Dec 20, 2017 | G | 160,480 | $0.00 | D | 23,798,479 | D | |
| Common StockF1 | holding | — | — | — | 150,000 | I | By trust |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1These shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.