0001062993-24-013372.txt : 20240702 0001062993-24-013372.hdr.sgml : 20240702 20240702203257 ACCESSION NUMBER: 0001062993-24-013372 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240702 FILED AS OF DATE: 20240702 DATE AS OF CHANGE: 20240702 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: DUBINSKY JASON CENTRAL INDEX KEY: 0001712782 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 241097966 MAIL ADDRESS: STREET 1: C/O MORNINGSTAR, INC. STREET 2: 22 W. 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 2024-07-02 0001289419 Morningstar, Inc. MORN 0001712782 DUBINSKY JASON C/O MORNINGSTAR, INC. 22 W WASHINGTON ST CHICAGO IL 60602 0 1 0 0 Chief Financial Officer 1 Common Stock 2024-07-02 4 S 0 3400 300.1118 D 20181 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 15, 2024. The transaction was executed in multiple trades at prices ranging from $300.0000 to $300.4350. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The reporting person's Form 4 filed on May 17, 2024 did not reflect the correct total beneficial ownership due to a clerical error. /s/ Kathleen Peacock, by power of attorney 2024-07-02