Form Type: 4

SEC EDGAR Link
Accession Number:0001289419-19-000090
Date:2019-05-15
Issuer: MORNINGSTAR, INC. (MORN)
Original Submission Date:

Reporting Person:

KELLY HAYWOOD
C/O MORNINGSTAR, INC.
22 WEST WASHINGTON STREET CHICAGO, IL 60602

Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
Title of SecurityTransaction Date2a. Deemed Execution Date Transaction CodeSharesAcquired or DisposedPrice per share 5. Amount of Securities Beneficially Owned Following Reported Transaction 6. Ownership Form Direct or IndirectNature of Indirect Ownership
COMMON STOCK (RESTRICTED STOCK UNITS) 2019-05-15 A 1,315 a $0.00 18,348 direct
COMMON STOCK 2019-05-15 F 773 d $133.03 17,575 direct
COMMON STOCK 2019-05-15 0 $0.00 92 indirect
Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, convertible securities
Title of Derivative Security Conversion or Exercise Price of Derivative Security Transaction Date Deemed Execution Date Transaction Code Number of Derivative Securities Acquired (A) or Disposed of (D) Date ExercisableExpiration Date Title and Amount of Securities Underlying Derivative Security Price of Derivative Security Number of derivative Securities Beneficially Owned Following Reported Transaction(s) Ownership Form: Direct (D) or Indirect (I) Nature of Indirect Beneficial Ownership
MARKET STOCK UNITS 0.0 2019-05-15 deemed execution date A 784 (a) 2022-05-15 common stock 784 $0.00 4,154 direct
Footnotes
IDfootnote
f1 each restricted stock unit represents a contingent right to receive one share of morningstar, inc. common stock. the restricted stock units vest in four equal annual installments beginning may 15, 2020.
f2 the market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending may 14, 2022.
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