0001289419-20-000114.txt : 20200519 0001289419-20-000114.hdr.sgml : 20200519 20200519180127 ACCESSION NUMBER: 0001289419-20-000114 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20200515 FILED AS OF DATE: 20200519 DATE AS OF CHANGE: 20200519 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: 20894979 MAIL ADDRESS: STREET 1: C/O MORNINGSTAR, INC. STREET 2: 225 WEST WACKER DRIVE CITY: CHICAGO STATE: IL ZIP: 60606 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 edgar.xml PRIMARY DOCUMENT X0306 4 2020-05-15 0001289419 Morningstar, Inc. MORN 0001323954 Desmond Bevin C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO IL 60602 0 1 0 0 Head of Talent and Culture Common Stock (Restricted Stock Units) 2020-05-15 4 A 0 1720 0 A 33814 D Common Stock 2020-05-15 4 F 0 709 145.34 D 33105 D Common Stock 21113 I By spouse Market Stock Units 2020-05-15 4 A 0 1151 0 A 2023-05-15 Common Stock 1151 1151 D Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2021. 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 May 14, 2023. /s/ Patrick Maloney, by power of attorney 2020-05-19