0001921094-24-000589.txt : 20240510 0001921094-24-000589.hdr.sgml : 20240510 20240510160525 ACCESSION NUMBER: 0001921094-24-000589 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 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: 24934765 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 372662.00 42745583 05/10/2024 NASDAQ Common 05/15/2018 Restricted Stock Lapse Morningstar, Inc. N 418 05/15/2018 Equity Compensation Common 05/15/2019 Restricted Stock Lapse Morningstar, Inc. N 832 05/15/2019 Equity Compensation N Steven N Kaplan

22 West Washington Street Chicago IL 60602

Morningstar, Inc. 03/11/2024 1250 383516.00 05/10/2024 08/03/2023 Steven N Kaplan