0001921094-24-000838.txt : 20240624 0001921094-24-000838.hdr.sgml : 20240624 20240624161230 ACCESSION NUMBER: 0001921094-24-000838 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240624 DATE AS OF CHANGE: 20240624 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: 241064412 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: TSAY CAROLINE J CENTRAL INDEX KEY: 0001628434 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: C/O ROSETTA STONE INC. STREET 2: 1919 NORTH LYNN STREET, 7TH FLOOR CITY: ARLINGTON STATE: VA ZIP: 22209 144 1 primary_doc.xml 144 0001628434 XXXXXXXX LIVE 0001289419 Morningstar, Inc. 000-51280 22 WEST WASHINGTON STREET CHICAGO IL 60602 (312) 696-6000 TSAY CAROLINE J Director Common Charles Schwab & Co., Inc.

3000 Schwab Way Westlake TX 76262

290 86124.00 42745583 06/24/2024 NASDAQ Common 05/15/2024 Restricted Stock Lapse MORNINGSTAR, INC. N 290 05/15/2024 Equity Compensation Y Shares sold in the CAROLINE J. TSAY LIVING TRUST. 06/24/2024 CAROLINE J TSAY TTEE