0001062993-24-006288.txt : 20240312
0001062993-24-006288.hdr.sgml : 20240312
20240312171657
ACCESSION NUMBER: 0001062993-24-006288
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240311
FILED AS OF DATE: 20240312
DATE AS OF CHANGE: 20240312
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Kaplan Steven N
CENTRAL INDEX KEY: 0001324001
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 24743376
MAIL ADDRESS:
STREET 1: 22 WEST 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]
ORGANIZATION NAME: 02 Finance
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
2024-03-11
0001289419
Morningstar, Inc.
MORN
0001324001
Kaplan Steven N
22 WEST WASHINGTON ST
CHICAGO
IL
60602
1
0
0
0
1
Common Stock
2024-03-11
4
S
0
1250
306.8132
D
44427
D
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023.
The transaction was executed in multiple trades at prices ranging from $305.6400 to $307.7500. The price reported above reflects the weighted average sale 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/ Kathleen Peacock, by power of attorney
2024-03-12