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