0001062993-24-010681.txt : 20240517 0001062993-24-010681.hdr.sgml : 20240517 20240517173605 ACCESSION NUMBER: 0001062993-24-010681 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240515 FILED AS OF DATE: 20240517 DATE AS OF CHANGE: 20240517 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: TSAY CAROLINE J CENTRAL INDEX KEY: 0001628434 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 24961549 MAIL ADDRESS: STREET 1: C/O ROSETTA STONE INC. STREET 2: 1919 NORTH LYNN STREET, 7TH FLOOR CITY: ARLINGTON STATE: VA ZIP: 22209 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Morningstar, Inc. CENTRAL INDEX KEY: 0001289419 STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282] ORGANIZATION NAME: 02 Finance 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 2024-05-15 0001289419 Morningstar, Inc. MORN 0001628434 TSAY CAROLINE J 22 WEST WASHINGTON ST CHICAGO IL 60602 1 0 0 0 0 Common Stock (Restricted Stock Units) 2024-05-15 4 A 0 639 0 A 4214.5115 D Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. /s/ Kathleen Peacock, by power of attorney 2024-05-17