0001062993-21-011439.txt : 20211123 0001062993-21-011439.hdr.sgml : 20211123 20211123134523 ACCESSION NUMBER: 0001062993-21-011439 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20211122 FILED AS OF DATE: 20211123 DATE AS OF CHANGE: 20211123 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: DUBINSKY JASON CENTRAL INDEX KEY: 0001712782 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 211437097 MAIL ADDRESS: STREET 1: C/O MORNINGSTAR, INC. STREET 2: 22 W. WASHINGTON STREET CITY: CHICAGO STATE: IL ZIP: 60602 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 4 1 form4.xml STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES X0306 4 2021-11-22 0001289419 Morningstar, Inc. MORN 0001712782 DUBINSKY JASON C/O MORNINGSTAR, INC. 22 W WASHINGTON ST CHICAGO IL 60602 0 1 0 0 Chief Financial Officer Common Stock 2021-11-22 4 S 0 765 316.5761 D 19790 D Common Stock 2021-11-22 4 S 0 350 317.9326 D 19440 D Common Stock 2021-11-22 4 S 0 755 319.5871 D 18685 D Common Stock 2021-11-22 4 S 0 1129 320.4609 D 17556 D Common Stock 2021-11-22 4 S 0 8 321.3025 D 17548 D The transaction was executed in multiple trades at prices ranging from $316.17 to $317.05. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $317.49 to $318.39. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $319.06 to $320.00. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $320.06 to $321.00. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $321.19 to $321.41. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. /s/Patrick Maloney, by power of attorney 2021-11-23