0001062993-23-021074.txt : 20231117
0001062993-23-021074.hdr.sgml : 20231117
20231117142904
ACCESSION NUMBER: 0001062993-23-021074
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231115
FILED AS OF DATE: 20231117
DATE AS OF CHANGE: 20231117
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: McGarry Kimberly J
CENTRAL INDEX KEY: 0001570351
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 231417810
MAIL ADDRESS:
STREET 1: 22 WEST WASHINGTON STREET
STREET 2: 6TH FLOOR
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
X0508
4
2023-11-15
0001289419
Morningstar, Inc.
MORN
0001570351
McGarry Kimberly J
C/O MORNINGSTAR, INC.
22 W WASHINGTON ST
CHICAGO
IL
60602
0
1
0
0
Chief Accounting Officer
0
Market Stock Units
2023-11-15
4
A
0
114
0
A
2026-11-15
Common Stock
114
114
D
The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 14, 2026.
/s/ Kathleen Peacock, by power of attorney
2023-11-17