SEC Form 4 · accession 0001323954-16-000072
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
May 15, 2016
Accepted (ET)
May 17, 2016 · 3:22 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 | S | 114 | $81.99 | D | 34,327 | D | |
| Common Stock | May 15, 2016 | F | 1,416 | $81.85 | D | 32,911 | D | |
| Common Stock | May 15, 2016 | F | 42 | $81.85 | D | 21,113 | I | By spouse |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1-The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1trading plan adopted by the reporting person on March 23, 2016.