0001062993-24-010726.txt : 20240517
0001062993-24-010726.hdr.sgml : 20240517
20240517201259
ACCESSION NUMBER: 0001062993-24-010726
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: Wiersema Conan
CENTRAL INDEX KEY: 0002015224
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 24962115
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]
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
0002015224
Wiersema Conan
C/O MORNINGSTAR, INC.
22 W. WASHINGTON STREET
CHICAGO
IL
60602
0
1
0
0
CAO & PAO
0
Conmon Stock (Restricted Units)
2024-05-15
4
A
0
252
0
A
1122
D
Common Stock
2024-05-17
4
F
0
52
297.26
D
1070
D
Market Stock Units
2024-05-15
4
A
0
126
0
A
2027-05-14
Common Stock
126
126
D
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2025.
The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027.
/s/ Kathleen Peacock, by power of attorney
2024-05-17