0001062993-21-011132.txt : 20211118
0001062993-21-011132.hdr.sgml : 20211118
20211118155051
ACCESSION NUMBER: 0001062993-21-011132
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20211116
FILED AS OF DATE: 20211118
DATE AS OF CHANGE: 20211118
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Dunn Daniel Joseph
CENTRAL INDEX KEY: 0001692166
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 211424279
MAIL ADDRESS:
STREET 1: C/O MORNINGSTAR, INC.
STREET 2: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
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
form4.xml
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
X0306
4
2021-11-16
0001289419
Morningstar, Inc.
MORN
0001692166
Dunn Daniel Joseph
C/O MORNINGSTAR, INC.
22 W WASHINGTON ST
CHICAGO
IL
60602
0
1
0
0
Chief Revenue Officer
Common Stock
2021-11-16
4
M
0
686
0
A
10296
D
Common Stock
2021-11-16
4
A
0
343
0
A
10639
D
Common Stock
2021-11-16
4
F
0
452
316.52
D
10187
D
Market Stock Units
2021-11-16
4
M
0
686
D
2021-11-16
Common Stock
686
0
D
Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018.
Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2021 in excess of target under the terms of a market stock unit grant on November 15, 2018.
/s/ Patrick Maloney, by power of attorney
2021-11-18