0001921094-24-000371.txt : 20240311 0001921094-24-000371.hdr.sgml : 20240311 20240311172345 ACCESSION NUMBER: 0001921094-24-000371 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240311 DATE AS OF CHANGE: 20240311 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Morningstar, Inc. CENTRAL INDEX KEY: 0001289419 STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282] ORGANIZATION NAME: 02 Finance 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: 24739205 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: Kaplan Steven N CENTRAL INDEX KEY: 0001324001 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: 22 WEST WASHINGTON STREET CITY: CHICAGO STATE: IL ZIP: 60602 144 1 primary_doc.xml 144 0001324001 XXXXXXXX LIVE 0001289419 Morningstar, Inc. 000-51280 22 WEST WASHINGTON STREET CHICAGO IL 60602 (312) 696-6000 Kaplan Steven N Director Common Charles Schwab & Co., Inc.

3000 Schwab Way Westlake TX 76262

1250 383516.00 42728182 03/11/2023 NASDAQ Common 05/15/2018 Restricted Stock Lapse Morningstar, Inc. N 1250 05/15/2018 Equity Compensation Y 03/11/2024 08/03/2023 Steven N Kaplan