0001062993-24-012099.txt : 20240606 0001062993-24-012099.hdr.sgml : 20240606 20240606180357 ACCESSION NUMBER: 0001062993-24-012099 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240515 FILED AS OF DATE: 20240606 DATE AS OF CHANGE: 20240606 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Lyons William M CENTRAL INDEX KEY: 0001411724 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 241026654 MAIL ADDRESS: STREET 1: 225 WEST WACKER DRIVE CITY: CHICAGO STATE: IL ZIP: 60606 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 0001411724 Lyons William M 22 WEST WASHINGTON ST CHICAGO IL 60602 1 0 0 0 1 Common Stock (Restricted Units) 2024-05-15 4 A 0 639 0 A 17340 D Common Stock 2024-06-04 4 S 0 750 289.0700 D 16590 D Each restricted stock unit represents a contingent right to receive one share of Morningstar, lnc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 5, 2024. /s/ Kathleen Peacock, by power of attorney 2024-06-06