0001921094-23-000122.txt : 20230515 0001921094-23-000122.hdr.sgml : 20230515 20230515164146 ACCESSION NUMBER: 0001921094-23-000122 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 SUBJECT COMPANY: 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 FILING VALUES: FORM TYPE: 144 SEC ACT: 1933 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 23923470 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 REPORTING-OWNER: COMPANY DATA: COMPANY CONFORMED NAME: TSAY CAROLINE J CENTRAL INDEX KEY: 0001628434 FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: C/O ROSETTA STONE INC. STREET 2: 1919 NORTH LYNN STREET, 7TH FLOOR CITY: ARLINGTON STATE: VA ZIP: 22209 144 1 primary_doc.xml 144 0001628434 XXXXXXXX LIVE 0001289419 Morningstar, Inc. 000-51280 22 WEST WASHINGTON STREET CHICAGO IL 60602 (312) 696-6000 TSAY CAROLINE J Director Common Charles Schwab & Co., Inc.

3000 Schwab Way Westlake TX 76262

651 124549.00 42550975 05/15/2023 NASDAQ Common 05/15/2023 Restricted Stock Lapse MORNINGSTAR, INC. N 651 05/15/2023 Equity Compensation Y 05/15/2023 CAROLINE J TSAY