0001289419-20-000254.txt : 20201124 0001289419-20-000254.hdr.sgml : 20201124 20201124192720 ACCESSION NUMBER: 0001289419-20-000254 CONFORMED SUBMISSION TYPE: 4/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20201116 FILED AS OF DATE: 20201124 DATE AS OF CHANGE: 20201124 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Kapoor Kunal CENTRAL INDEX KEY: 0001451293 FILING VALUES: FORM TYPE: 4/A SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 201346340 MAIL ADDRESS: STREET 1: MORNINGSTAR, INC. STREET 2: 22 WEST 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/A 1 edgar.xml PRIMARY DOCUMENT X0306 4/A 2020-11-16 2020-11-18 0001289419 Morningstar, Inc. MORN 0001451293 Kapoor Kunal C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO IL 60602 1 1 0 0 CEO Common Stock 2020-11-16 4 A 0 2879 0 A 103933 D Common Stock 2020-11-16 4 F 0 3827 206.21 D 100106 D This Form 4 is being amended to reflect 1042 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 5,759 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. Due to adminstrative error, this Form 4 is being amended to correct the amount of shares withheld to satify tax withholding obligations from 3366 to 3827. /s/ Patrick Maloney, by power of attorney 2020-11-24