SEC Form 4 · accession 0001323954-16-000074
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Donald James Phillips II
Director
Period of report
May 15, 2016
Accepted (ET)
May 17, 2016 · 3:24 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 | 1,397 | $81.85 | D | 157,439 | D | |
| Common Stock (Restricted Stock Units) | May 15, 2016 | A | 2,748 | $0.00 | A | 160,187 | D | |
| Common Stock | holding | — | — | — | 11,497 | I | By GRAT |
Table II — derivative securities
No Table II lines on this filing.