0001289419-21-000269.txt : 20211112 0001289419-21-000269.hdr.sgml : 20211112 20211112120503 ACCESSION NUMBER: 0001289419-21-000269 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20211111 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Kaplan Steven N CENTRAL INDEX KEY: 0001324001 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 211401794 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 1 edgar.xml PRIMARY DOCUMENT X0306 4 2021-11-11 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 2021-11-11 4 S 0 1000 312.87 D 44130 D The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 11, 2021. /s/ Patrick Maloney, by power of attorney 2021-11-12