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