0001289419-21-000208.txt : 20210812 0001289419-21-000208.hdr.sgml : 20210812 20210812163849 ACCESSION NUMBER: 0001289419-21-000208 CONFORMED SUBMISSION TYPE: 4/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20210515 FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210812 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Kaplan Steven N CENTRAL INDEX KEY: 0001324001 FILING VALUES: FORM TYPE: 4/A SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 211168225 MAIL ADDRESS: STREET 1: 1101 EAST 58TH STREET CITY: CHICAGO STATE: IL ZIP: 60637 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 2021-05-15 2021-05-18 0001289419 Morningstar, Inc. MORN 0001324001 Kaplan Steven N C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO IL 60602 1 0 0 0 Common Stock (Restricted Stock Units) 2021-05-15 4 A 0 612 0 A 46130 D Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2022. Due to administrative error, this total is adjusted to include 2,316 shares incorrectly deducted from the total shown on the reporting persons Form 4 filed on February 27, 2020. /s/ Patrick Maloney, by power of attorney 2021-08-12