-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, UIXMAkLBUaqOzfKfJ1IihiTpybdPZRBWcuqOumTId6wJyT1LoW6FRYC5Mnaf3nx0 zrz1Xc4q5d8GSaGsS1gYqg== 0001289419-08-000572.txt : 20080618 0001289419-08-000572.hdr.sgml : 20080618 20080618171616 ACCESSION NUMBER: 0001289419-08-000572 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080617 FILED AS OF DATE: 20080618 DATE AS OF CHANGE: 20080618 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Morningstar, Inc. CENTRAL INDEX KEY: 0001289419 STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282] IRS NUMBER: 363297908 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 225 WEST WACKER DRIVE CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: (312) 696-6000 MAIL ADDRESS: STREET 1: 225 WEST WACKER DRIVE CITY: CHICAGO STATE: IL ZIP: 60606 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: FRANCIS CHERYL A CENTRAL INDEX KEY: 0001197386 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 08906329 BUSINESS ADDRESS: BUSINESS PHONE: 312-696-600 MAIL ADDRESS: STREET 1: 8237 GREYSTONE COURT CITY: BURR RIDGE STATE: IL ZIP: 60527 4 1 edgar.xml PRIMARY DOCUMENT X0202 4 2008-06-17 0001289419 Morningstar, Inc. MORN 0001197386 FRANCIS CHERYL A C/O MORNINGSTAR, INC. 225 WEST WACKER DRIVE CHICAGO IL 60606 1 0 0 0 Common Stock 2008-06-17 4 M 0 500 8.57 A 6700 D Common Stock 2008-06-18 4 M 0 500 8.57 A 7200 D Common Stock 2008-06-17 4 S 0 500 73.81 D 6700 D Common Stock 2008-06-18 4 S 0 500 73.08 D 6200 D Empoyee Stock Option (Right to Buy) 8.57 2008-06-17 4 M 0 500 0 D 2012-07-19 Common Stock 500 4000 D Empoyee Stock Option (Right to Buy) 8.57 2008-06-18 4 M 0 500 0 D 2012-07-19 Common Stock 500 3500 D The options became exercisable in three equal installments on July 19, 2003, 2004 and 2005. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 12, 2007. /s/ Heidi Miller, by power of attorney 2008-06-18 -----END PRIVACY-ENHANCED MESSAGE-----