-----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, HZ0JhcfhgIVpkTO5S05RG1hASkGJyuBlfHYiEOXb56OEOCQBdOYSgHJKiphwxnJ+ n127SwAGWfZqZhBGMV+1CQ== 0001289419-08-000510.txt : 20080605 0001289419-08-000510.hdr.sgml : 20080605 20080605195503 ACCESSION NUMBER: 0001289419-08-000510 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: Mansueto Joseph D CENTRAL INDEX KEY: 0001324069 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 08884177 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 2008-06-03 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 2008-06-03 4 S 0 140 70.01 D 27614852 D Common Stock 2008-06-03 4 S 0 100 69.99 D 27614752 D Common Stock 2008-06-03 4 S 0 1000 69.97 D 27613752 D Common Stock 2008-06-03 4 S 0 294 69.98 D 27613458 D Common Stock 2008-06-03 4 S 0 100 70.03 D 27613358 D Common Stock 2008-06-03 4 S 0 6 70.27 D 27613352 D Common Stock 2008-06-03 4 S 0 100 70.26 D 27613252 D Common Stock 2008-06-03 4 S 0 100 70.35 D 27613152 D Common Stock 2008-06-03 4 S 0 100 70.34 D 27613052 D Common Stock 2008-06-03 4 S 0 100 70.44 D 27612952 D Common Stock 2008-06-03 4 S 0 100 70.45 D 27612852 D Common Stock 2008-06-03 4 S 0 200 70.30 D 27612652 D Common Stock 2008-06-03 4 S 0 100 70.20 D 27612552 D Common Stock 2008-06-03 4 S 0 100 70.19 D 27612452 D Common Stock 2008-06-03 4 S 0 100 70.25 D 27612352 D Common Stock 2008-06-03 4 S 0 100 70.23 D 27612252 D Common Stock 2008-06-03 4 S 0 200 70.17 D 27612052 D Common Stock 2008-06-03 4 S 0 200 70.05 D 27611852 D Common Stock 2008-06-03 4 S 0 400 70.06 D 27611452 D Common Stock 2008-06-03 4 S 0 206 70.08 D 27611246 D Common Stock 2008-06-03 4 S 0 200 70.07 D 27611046 D Common Stock 2008-06-03 4 S 0 460 70.13 D 27610586 D Common Stock 2008-06-03 4 S 0 500 70.14 D 27610086 D Common Stock 2008-06-03 4 S 0 200 70.09 D 27609886 D Common Stock 2008-06-03 4 S 0 300 70.16 D 27609586 D Common Stock 2008-06-03 4 S 0 200 70.11 D 27609386 D Common Stock 2008-06-03 4 S 0 194 70.28 D 27609192 D Common Stock 2008-06-03 4 S 0 200 70.02 D 27608992 D Common Stock 2008-06-03 4 S 0 200 70.00 D 27608792 D Common Stock 2008-06-03 4 S 0 100 70.33 D 27608692 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. Form 1 of 2 /s/ Heidi Miller, by power of attorney 2008-06-05 -----END PRIVACY-ENHANCED MESSAGE-----