Daniel Joseph Dunn - 15 May 2021 Form 4/A - Amendment Insider Report for Morningstar, Inc. (MORN)

Role: Chief Revenue Officer
Signature: /s/ Patrick Maloney, by power of attorney
Issuer symbol: MORN
Transactions as of: 15 May 2021
Net transactions value: $0
Form type: 4/A - Amendment
Filing time: 12 Nov 2021, 11:52:23 UTC
Date Of Original Report: 18 May 2021
Next filing: 04 Aug 2021
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	MORN	Common Stock (Restricted Stock Units)	Award	$0	+1,169	+13%	$0.000000	9,998	15 May 2021	Direct	F1, F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
transaction	MORN	Market Stock Units	Award	$0	+706		$0.000000	706	15 May 2021	Common Stock	706		Direct	F3, F4

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
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, 2022.
F2	Due to adminstrative error, this Form 4 is being amended to correct the number of restricted stock units granted to the reporting person from 1,067 to 1,169.
F3	The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2024.
F4	Due to adminstrative error, this Form 4 is being amended to correct the number of market stock units granted to the reporting person from 635 to 706.