SEC Form 4 · accession 0001323954-16-000064
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Haywood Kelly
Officer — Head of Global Fund Research
Period of report
May 15, 2016
Accepted (ET)
May 17, 2016 · 3:10 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 | May 15, 2016 | F | 536 | $81.85 | D | 13,680 | D | |
| Common Stock | holding | — | — | — | 92 | I | By spouse |
Table II — derivative securities
No Table II lines on this filing.