-----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, Tdg5Zni5zNK/d0t9hNmaI3Nlwq1F/W+AV8xSM4aXrv8LSRv3bzF8cTb1er/dwO6V HwrZEfReB9i9XHSNC9N0SA== 0001289419-08-000243.txt : 20080410 0001289419-08-000243.hdr.sgml : 20080410 20080410161831 ACCESSION NUMBER: 0001289419-08-000243 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080408 FILED AS OF DATE: 20080410 DATE AS OF CHANGE: 20080410 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: 08750177 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 2008-04-08 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 2008-04-08 4 S 0 200 64.46 D 27775401 D Common Stock 2008-04-08 4 S 0 7800 64.36 D 27767601 D Common Stock 2008-04-09 4 S 0 100 64.74 D 27767501 D Common Stock 2008-04-09 4 S 0 100 64.76 D 27767401 D Common Stock 2008-04-09 4 S 0 100 64.68 D 27767301 D Common Stock 2008-04-09 4 S 0 100 64.60 D 27767201 D Common Stock 2008-04-09 4 S 0 2 64.62 D 27767199 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 2008-04-10 -----END PRIVACY-ENHANCED MESSAGE-----