0001062993-23-021230.txt : 20231120
0001062993-23-021230.hdr.sgml : 20231120
20231120205235
ACCESSION NUMBER: 0001062993-23-021230
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231117
FILED AS OF DATE: 20231120
DATE AS OF CHANGE: 20231120
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Kapoor Kunal
CENTRAL INDEX KEY: 0001451293
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 231424244
MAIL ADDRESS:
STREET 1: 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
X0508
4
2023-11-17
0001289419
Morningstar, Inc.
MORN
0001451293
Kapoor Kunal
C/O MORNINGSTAR, INC.
22 W WASHINGTON ST
CHICAGO
IL
60602
1
1
0
0
CEO
0
Common Stock
2023-11-17
4
M
0
5274
0
A
130183
D
Common Stock
2023-11-17
4
A
0
938
0
A
131121
D
Common Stock
2023-11-17
4
F
0
2753
269.66
D
128368
D
Market Stock Units
2023-11-17
4
M
0
5274
D
2023-11-17
Common Stock
5274
0
D
Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020.
Represents additional common stock earned in part from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2023 in excess of target under the terms of a market stock unit granted on November 15, 2020.
/s/ Kathleen Peacock, by power of attorney
2023-11-20