-----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, VozN+uFh0QBiNkGbSU3/SItSY/+51zlY/xzrH83qd3zKwYffbOQ5b1+653mao5cL CE0K9FtBT2S29asfL1hiEw== 0001289419-08-000503.txt : 20080605 0001289419-08-000503.hdr.sgml : 20080605 20080605192656 ACCESSION NUMBER: 0001289419-08-000503 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080603 FILED AS OF DATE: 20080605 DATE AS OF CHANGE: 20080605 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: Sturm Paul W CENTRAL INDEX KEY: 0001323988 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 08884140 BUSINESS ADDRESS: BUSINESS PHONE: (831) 425-8500 MAIL ADDRESS: STREET 1: 943 WINDSOR STREET CITY: SANTA CRUZ STATE: CA ZIP: 95062 4 1 edgar.xml PRIMARY DOCUMENT X0202 4 2008-06-03 0001289419 Morningstar, Inc. MORN 0001323988 Sturm Paul W C/O MORNINGSTAR, INC. 225 WEST WACKER DRIVE CHICAGO IL 60606 1 0 0 0 Common Stock 2008-06-03 4 S 0 67 70.00 D 115433 D Common Stock 2008-06-03 4 S 0 222 70.02 D 115211 D Common Stock 2008-06-03 4 S 0 66 70.03 D 115145 D Common Stock 2008-06-03 4 S 0 133 70.04 D 115012 D Common Stock 2008-06-03 4 S 0 312 70.05 D 114700 D Common Stock 2008-06-03 4 S 0 67 70.06 D 114633 D Common Stock 2008-06-03 4 S 0 133 70.07 D 114500 D Common Stock 2008-06-03 4 S 0 211 70.08 D 114289 D Common Stock 2008-06-03 4 S 0 200 70.09 D 114089 D Common Stock 2008-06-03 4 S 0 200 70.10 D 113889 D Common Stock 2008-06-03 4 S 0 200 70.11 D 113689 D Common Stock 2008-06-03 4 S 0 328 70.12 D 113361 D Common Stock 2008-06-03 4 S 0 205 70.13 D 113156 D Common Stock 2008-06-03 4 S 0 67 70.14 D 113089 D Common Stock 2008-06-03 4 S 0 133 70.14 D 112956 D Common Stock 2008-06-03 4 S 0 100 70.15 D 112856 D Common Stock 2008-06-03 4 S 0 166 70.16 D 112690 D Common Stock 2008-06-03 4 S 0 67 70.19 D 112623 D Common Stock 2008-06-03 4 S 0 66 70.20 D 112557 D Common Stock 2008-06-03 4 S 0 134 70.21 D 112423 D Common Stock 2008-06-03 4 S 0 122 70.23 D 112301 D Common Stock 2008-06-03 4 S 0 66 70.24 D 112235 D Common Stock 2008-06-03 4 S 0 67 70.25 D 112168 D Common Stock 2008-06-03 4 S 0 87 70.25 D 112081 D Common Stock 2008-06-03 4 S 0 67 70.26 D 112014 D Common Stock 2008-06-03 4 S 0 66 70.40 D 111948 D Common Stock 2008-06-03 4 S 0 267 70.44 D 111681 D Common Stock 2008-06-03 4 S 0 47 70.50 D 111634 D Common Stock 2008-06-03 4 S 0 67 70.69 D 111567 D Common Stock 2008-06-03 4 S 0 67 70.72 D 111500 D The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 12, 2008. /s/ Heidi Miller, by power of attorney 2008-06-05 -----END PRIVACY-ENHANCED MESSAGE-----