0001289419-20-000220.txt : 20201104
0001289419-20-000220.hdr.sgml : 20201104
20201104180111
ACCESSION NUMBER: 0001289419-20-000220
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20201102
FILED AS OF DATE: 20201104
DATE AS OF CHANGE: 20201104
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Lyons William M
CENTRAL INDEX KEY: 0001411724
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 201288001
MAIL ADDRESS:
STREET 1: 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
2020-11-02
0001289419
Morningstar, Inc.
MORN
0001411724
Lyons William M
C/O MORNINGSTAR, INC.
22 WEST WASHINGTON STREET
CHICAGO
IL
60602
1
0
0
0
Common Stock
2020-11-02
4
M
0
1158
57.28
A
18194
D
Common Stock
2020-11-02
4
S
0
1158
189.72
D
17036
D
Stock Option (Right to Buy)
57.28
2020-11-02
4
M
0
1158
0
D
2021-05-15
Common Stock
1158
1158
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 19, 2020.
The options became exercisable in three equal installments beginning May 15, 2012.
/s/ Patrick Maloney, by power of attorney
2020-11-04