0001921094-24-000730.txt : 20240604 0001921094-24-000730.hdr.sgml : 20240604 20240604165947 ACCESSION NUMBER: 0001921094-24-000730 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240604 DATE AS OF CHANGE: 20240604 SUBJECT COMPANY: 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 FILING VALUES: FORM TYPE: 144 SEC ACT: 1933 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 241019116 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: COMPANY DATA: COMPANY CONFORMED NAME: Lyons William M CENTRAL INDEX KEY: 0001411724 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: 225 WEST WACKER DRIVE CITY: CHICAGO STATE: IL ZIP: 60606 144 1 primary_doc.xml 144 0001411724 XXXXXXXX LIVE 0001289419 Morningstar, Inc. 000-51280 22 WEST WASHINGTON STREET CHICAGO IL 60602 (312) 696-6000 Lyons William M Director Class A Common Shares Charles Schwab & Co. Inc.

3000 Schway Way Westlake TX 76262

750 216802.00 42745583 06/04/2024 NASDAQ Common 05/15/2023 Restricted Stock Lapse MORNINGSTAR, INC. N 30 05/15/2023 Equity Compensation Common 05/15/2024 Restricted Stock Lapse MORNINGSTAR, INC. N 720 05/15/2024 Equity Compensation Y Shares sold in THE WILLIAM M. LYONS REVOCABLE TRUST. 06/04/2024 03/05/2024 William M Lyons TTEE