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