0001062993-24-013191.txt : 20240701 0001062993-24-013191.hdr.sgml : 20240701 20240701165131 ACCESSION NUMBER: 0001062993-24-013191 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240628 FILED AS OF DATE: 20240701 DATE AS OF CHANGE: 20240701 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: 241091427 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 2024-06-28 0001289419 Morningstar, Inc. MORN 0001411724 Lyons William M 22 WEST WASHINGTON ST CHICAGO IL 60602 1 0 0 0 1 Common Stock 2024-06-28 4 S 0 750 294.2100 D 15840 D 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 2024-07-01