-----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, AgVTVwANuqK03Fv/J6WCrxWsL1/ZgSrAtv60Tdq3UedoNvWwpb+iTimpCnCDD9+z DxrLEZb1Lb6G9rQ+U8H0KQ== 0001289419-08-000237.txt : 20080409 0001289419-08-000237.hdr.sgml : 20080409 20080409155425 ACCESSION NUMBER: 0001289419-08-000237 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080407 FILED AS OF DATE: 20080409 DATE AS OF CHANGE: 20080409 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: Mansueto Joseph D CENTRAL INDEX KEY: 0001324069 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 08747759 BUSINESS ADDRESS: BUSINESS PHONE: (312) 696-6000 MAIL ADDRESS: STREET 1: C/O MORNINGSTAR, INC. STREET 2: 225 WEST WACKER DRIVE CITY: CHICAGO STATE: IL ZIP: 60606 4 1 edgar.xml PRIMARY DOCUMENT X0202 4 2008-04-07 0001289419 Morningstar, Inc. MORN 0001324069 Mansueto Joseph D C/O MORNINGSTAR, INC. 225 WEST WACKER DRIVE CHICAGO IL 60606 1 1 0 0 Chairman & CEO Common Stock 2008-04-07 4 S 0 150 64.95 D 27779685 D Common Stock 2008-04-07 4 S 0 25 64.96 D 27779660 D Common Stock 2008-04-07 4 S 0 100 64.94 D 27779560 D Common Stock 2008-04-07 4 S 0 100 64.93 D 27779460 D Common Stock 2008-04-07 4 S 0 200 64.92 D 27779260 D Common Stock 2008-04-07 4 S 0 484 64.90 D 27778776 D Common Stock 2008-04-07 4 S 0 600 64.89 D 27778176 D Common Stock 2008-04-07 4 S 0 1250 64.88 D 27776926 D Common Stock 2008-04-07 4 S 0 100 64.91 D 27776826 D Common Stock 2008-04-07 4 S 0 600 65.19 D 27776726 D Common Stock 2008-04-07 4 S 0 600 64.89 D 27776126 D Common Stock 2008-04-07 4 S 0 1 65.02 D 27776125 D Common Stock 2008-04-07 4 S 0 100 65.35 D 27776025 D Common Stock 2008-04-07 4 S 0 100 65.21 D 27775925 D Common Stock 2008-04-07 4 S 0 99 65.02 D 27775826 D Common Stock 2008-04-07 4 S 0 100 65.20 D 27775726 D Common Stock 2008-04-07 4 S 0 100 64.99 D 27775626 D Common Stock 2008-04-07 4 S 0 25 64.98 D 27775601 D The sales reported in 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 2008-04-09 -----END PRIVACY-ENHANCED MESSAGE-----