0001289419-20-000247.txt : 20201118 0001289419-20-000247.hdr.sgml : 20201118 20201118200547 ACCESSION NUMBER: 0001289419-20-000247 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20201116 FILED AS OF DATE: 20201118 DATE AS OF CHANGE: 20201118 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: DUBINSKY JASON CENTRAL INDEX KEY: 0001712782 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 201326738 MAIL ADDRESS: STREET 1: C/O MORNINGSTAR, INC. STREET 2: 22 W. 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] 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 2020-11-16 0001289419 Morningstar, Inc. MORN 0001712782 DUBINSKY JASON C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO IL 60602 0 1 0 0 Chief Financial Officer Common Stock 2020-11-16 4 M 0 1426 0 A 22289 D Common Stock 2020-11-16 4 A 0 454 0 A 22743 D Common Stock 2020-11-16 4 F 0 833 206.21 D 21910 D Market Stock Units 2020-11-16 4 M 0 1426 D 2020-11-16 Common Stock 1426 0 D Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant on November 15, 2017. /s/Patrick Maloney, by power of attorney 2020-11-18