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Morningstar, Inc. — Director's Dealing 2021
May 19, 2021
30609_dirs_2021-05-19_67d557c7-3d43-4ac2-8e85-cf6057ed2ba0.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: 2021-05-18
Reporting Person: Mansueto Joseph D (Director, Executive Chairman, 10% Owner)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2021-05-18 | Common Stock | S | 275 | $242.1635 | Disposed | 18691836 | Direct |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 150000 | 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 19, 2020.
F2: The transaction was executed in multiple trades at prices ranging from $242.05 to $242.45. 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 shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.