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