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Morningstar, Inc. — Director's Dealing 2011
Sep 2, 2011
30609_dirs_2011-09-02_397916ae-855e-45e1-b91c-e25b8d6d0f91.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Morningstar, Inc. (MORN)
CIK: 0001289419
Period of Report: 2011-09-01
Reporting Person: Phillips Donald James II (Director, President, Fund Research)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2011-09-01 | Common Stock | S | 2288 | $60.0776 | Disposed | 265192 | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 70738 | Indirect |
Footnotes
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 25, 2011.
F2: The transaction was executed in multiple trades at prices ranging from $60.00 to $60.24. The price reported aboved reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.