0001289419-11-000188.txt : 20110516 0001289419-11-000188.hdr.sgml : 20110516 20110516173359 ACCESSION NUMBER: 0001289419-11-000188 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110515 FILED AS OF DATE: 20110516 DATE AS OF CHANGE: 20110516 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Desmond Bevin CENTRAL INDEX KEY: 0001323954 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 11848964 MAIL ADDRESS: STREET 1: C/O MORNINGSTAR, INC. STREET 2: 225 WEST WACKER DRIVE CITY: CHICAGO STATE: IL ZIP: 60606 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Morningstar, Inc. CENTRAL INDEX KEY: 0001289419 STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282] IRS NUMBER: 363297908 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 22 WEST WASHINGTON STREET CITY: CHICAGO STATE: IL ZIP: 60602 BUSINESS PHONE: (312) 696-6000 MAIL ADDRESS: STREET 1: 22 WEST WASHINGTON STREET CITY: CHICAGO STATE: IL ZIP: 60602 4 1 edgar.xml PRIMARY DOCUMENT X0303 4 2011-05-15 0001289419 Morningstar, Inc. MORN 0001323954 Desmond Bevin C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO IL 60602 0 1 0 0 President, Int'l Division Common Stock 2011-05-15 4 F 0 2334 57.28 D 61353 D Common Stock (Restricted Stock Units) 2011-05-15 4 A 0 3317 0 A 64670 D Common Stock 2011-05-15 4 F 0 173 57.28 D 43853 I By spouse Common Stock (Restricted Stock Units) 2011-05-15 4 A 0 436 0 A 44289 I By spouse Stock Options (Right to Buy) 57.28 2011-05-15 4 A 0 8000 0 A 2021-05-15 Common Stock 8000 8000 D Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. stock. The restricted stock units vest in four equal annual installments beginning May 15, 2012. The options become exercisable in four equal installments beginning May 15, 2012. /s/ Heidi Miller, by power of attorney 2011-05-16