0001289419-17-000053.txt : 20170517
0001289419-17-000053.hdr.sgml : 20170517
20170517154347
ACCESSION NUMBER: 0001289419-17-000053
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20170515
FILED AS OF DATE: 20170517
DATE AS OF CHANGE: 20170517
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Morningstar, Inc.
CENTRAL INDEX KEY: 0001289419
STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282]
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
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Rothschild Tricia
CENTRAL INDEX KEY: 0001693979
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 17851321
MAIL ADDRESS:
STREET 1: C/O MORNINGSTAR, INC.
STREET 2: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
4
1
edgar.xml
PRIMARY DOCUMENT
X0306
4
2017-05-15
0001289419
Morningstar, Inc.
MORN
0001693979
Rothschild Tricia
MORNINGSTAR, INC.
22 WEST WASHINGTON STREET
CHICAGO
IL
60602
0
1
0
0
Chief Product Officer
Common Stock (Restricted Stock Units)
2017-05-15
4
A
0
1772
0
A
8411
D
Common Stock
2017-05-15
4
F
0
259
75.22
D
8152
D
Market Stock Units
2017-05-15
4
A
0
923
0
A
2020-05-15
Common Stock
923
923
D
Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2018.
The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020.
/s/ Heidi Miller, by power of attorne
2017-05-17