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