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Share Name | Share Symbol | Market | Type |
---|---|---|---|
Morningstar Inc | NASDAQ:MORN | NASDAQ | Common Stock |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
7.40 | 2.62% | 290.05 | 289.44 | 291.30 | 290.05 | 281.37 | 283.14 | 46,835 | 19:44:37 |
1. Name and Address of Reporting Person * Mansueto Joseph D | 2. Issuer Name and Ticker or Trading Symbol Morningstar, Inc. [ MORN ] |
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
__X__ Director __X__ 10% Owner __X__ Officer (give title below) _____ Other (specify below) Executive Chairman |
3. Date of Earliest Transaction
(MM/DD/YYYY)
| ||
4. If Amendment, Date Original Filed
(MM/DD/YYYY)
|
6. Individual or Joint/Group Filing
(Check Applicable Line)
_X
_ Form filed by One Reporting Person
___ Form filed by More than One Reporting Person |
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned | ||||||||||
1.Title of Security (Instr. 3) | 2. Trans. Date | 2A. Deemed Execution Date, if any |
3. Trans. Code (Instr. 8) |
4. Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) |
5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) | 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) | 7. Nature of Indirect Beneficial Ownership (Instr. 4) | |||
Code | V | Amount | (A) or (D) | Price | ||||||
Common Stock | 5/18/2020 | S(1) | 1072 | D | $144.232 (2) | 20397187 | D | |||
Common Stock | 5/18/2020 | S(1) | 114 | D | $145.2429 (3) | 20397073 | D | |||
Common Stock | 5/18/2020 | S(1) | 100 | D | $146.5 | 20396973 | D | |||
Common Stock | 5/19/2020 | S(1) | 5625 | D | $142.5113 (4) | 20391348 | D | |||
Common Stock | 5/19/2020 | S(1) | 5718 | D | $143.6786 (5) | 20385630 | D | |||
Common Stock | 5/19/2020 | S(1) | 1224 | D | $144.3587 (6) | 20384406 | D | |||
Common Stock | 150000 | I | ByTrust (7) |
Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) | |||||||||||||||
1. Title of Derivate Security (Instr. 3) | 2. Conversion or Exercise Price of Derivative Security | 3. Trans. Date | 3A. Deemed Execution Date, if any | 4. Trans. Code (Instr. 8) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) | 8. Price of Derivative Security (Instr. 5) | 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) | 10. Ownership Form of Derivative Security: Direct (D) or Indirect (I) (Instr. 4) | 11. Nature of Indirect Beneficial Ownership (Instr. 4) | ||||
Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares |
Reporting Owners | |||||
Reporting Owner Name / Address | |||||
Director | 10% Owner | Officer | Other | ||
Mansueto Joseph D C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO, IL 60602 | X | X | Executive Chairman |
Signatures | ||
/s/ Patrick Maloney, by power of attorney | 5/20/2020 | |
**Signature of Reporting Person | Date |
1 Year Morningstar Chart |
1 Month Morningstar Chart |
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