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Morningstar, Inc. — Director's Dealing 2012
Jun 5, 2012
30609_dirs_2012-06-05_e934ded0-a06c-4986-a1ce-f0cb5040f226.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: 2012-06-04
Reporting Person: Phillips Donald James II (Director, President, Fund Research)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2012-06-04 | Common Stock | S | 5000 | $55.4034 | Disposed | 247311 | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 60605 | 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 March 12, 2012.
F2: The transaction was executed in multiple trades at prices ranging from $55.17 to $55.70. The price reported above 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.