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