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xl/worksheets/sheet1.xml
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Morningstar INCCUSIP No. 617700 10 9Names of Reporting Persons. I.R.S. Identification Nos. of above persons (entities only)
Joseph D. MansuetoCheck the Appropriate Box if a Member of a Group(a)¨(b)SEC Use OnlyCitizenship or Place of Organization
U.S.A.Number of
Shares
Beneficially
Owned by
Each
Reporting
Person WithSole Voting Power
15,870,059Shared Voting Power
917,764Sole Dispositive Power
16,470,059Shared Dispositive Power
317,764Aggregate Amount Beneficially Owned by Each Reporting Person
16,787,823Check if the Aggregate Amount in Row (9) Excludes Certain Shares ¨Percent of Class Represented by Amount in Row (9)
39.52%Type of Reporting Person
INItem 1.Name of Issuer
Morningstar, Inc.Address of Issuer's Principal Executive Offices
22 West Washington Street
Chicago, Illinois 60602Item 2.Name of Person Filing
Joseph D. MansuetoAddress of Principal Business Office or, if none, Residence
22 West Washington Street
Chicago, Illinois 60602(c)Citizenship
U.S.A.(d)Title of Class of Securities
Common Stock, no par value(e)CUSIP Number
617700 10 9Item 3.If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8);An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E);(f)An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F);(g)A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);(h)A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);(i)A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);(j)A non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J);(k)Group, in accordance with §240.13d-1(b)(1)(ii)(K).If filing as a non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J), please specify the type of institution:PK ! V^? ? docProps/app.xml
Microsoft Excel0falseWorksheets2morningstar incmorningstar inc-1falsefalsefalse12.0000PK ! 5M!P P docProps/core.xml
2023-02-13T21:36:42Z2023-02-13T21:36:42ZPK ! Yo [Content_Types].xml
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