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Morningstar, Inc. — Director's Dealing 2021
May 26, 2021
30609_dirs_2021-05-26_5b6a786f-74f2-414a-b750-4a3e90b2c1b2.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: 2021-05-24
Reporting Person: Desmond Bevin (Head of Talent and Culture)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2021-05-24 | Common Stock | S | 1306 | $236.3739 | Disposed | 23831 | Direct |
| 2021-05-24 | Common Stock | S | 1694 | $236.9158 | Disposed | 22137 | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 21107 | 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 November 20, 2020.
F2: The transaction was executed in multiple trades at prices ranging from $235.7050 to $236.64. 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 $236.77 to $237.32. 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.