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Morningstar, Inc. — Director's Dealing 2012
Nov 2, 2012
30609_dirs_2012-11-02_25543c49-024b-4b13-8b30-8b02828a4004.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: 2012-11-01
Reporting Person: Sturm Paul W (Director)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2012-11-01 | Common Stock | S | 499 | $63.3985 | Disposed | 55052 | Direct |
| 2012-11-01 | Common Stock | S | 2501 | $64.3502 | Disposed | 52551 | Direct |
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 19, 2012.
F2: The transaction was executed in multiple trades at prices ranging from $62.90 to $63.80. 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.
F3: The transaction was executed in multiple trades at prices ranging from $64.21 to $64.58. 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.