0001289419-16-000234.txt : 20160201 0001289419-16-000234.hdr.sgml : 20160201 20160201125548 ACCESSION NUMBER: 0001289419-16-000234 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20160129 FILED AS OF DATE: 20160201 DATE AS OF CHANGE: 20160201 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: Desmond Bevin CENTRAL INDEX KEY: 0001323954 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 161376334 MAIL ADDRESS: STREET 1: C/O MORNINGSTAR, INC. STREET 2: 225 WEST WACKER DRIVE CITY: CHICAGO STATE: IL ZIP: 60606 4 1 edgar.xml PRIMARY DOCUMENT X0306 4 2016-01-29 0001289419 Morningstar, Inc. MORN 0001323954 Desmond Bevin C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO IL 60602 0 1 0 0 Head of Global Markets & HR Common Stock (Restricted Stock Units) 2016-01-29 4 A 0 4 0 A 34383 D Common Stock (Restricted Stock Units) 2016-01-29 4 A 0 1 0 A 24154 I By spouse Includes 0.324 restricted stock units acquired on January 29, 2016 pursuant to a dividend reinvestment feature of the Morningstar, Inc. 2011 Stock Incentive Plan. Includes 4.9149 restricted stock units acquired on January 29, 2016 pursuant to a dividend reinvestment feature of the Morningstar, Inc. 2011 Stock Incentive Plan. /s/ Heidi Miller, by power of attorney 2016-02-01