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