0001289419-12-000071.txt : 20120313
0001289419-12-000071.hdr.sgml : 20120313
20120313170830
ACCESSION NUMBER: 0001289419-12-000071
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20120312
FILED AS OF DATE: 20120313
DATE AS OF CHANGE: 20120313
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Boruff Christopher P
CENTRAL INDEX KEY: 0001323950
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 12687810
MAIL ADDRESS:
STREET 1: C/O MORNINGSTAR, INC.
STREET 2: 225 WEST WACKER DRIVE
CITY: CHICAGO
STATE: IL
ZIP: 60606
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: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
BUSINESS PHONE: (312) 696-6000
MAIL ADDRESS:
STREET 1: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
4
1
edgar.xml
PRIMARY DOCUMENT
X0304
4
2012-03-12
0001289419
Morningstar, Inc.
MORN
0001323950
Boruff Christopher P
C/O MORNINGSTAR, INC.
22 WEST WASHINGTON STREET
CHICAGO
IL
60602
0
1
0
0
President, Software Division
Common Stock
2012-03-12
4
M
0
4015
10.95
A
64637
D
Common Stock
2012-03-12
4
S
0
4015
59.612
D
60622
D
Common Stock
2012-03-12
4
M
0
4750
10.95
A
65372
D
Employee Stock Option (Right to Buy)
10.95
2012-03-12
4
M
0
4015
0
D
2012-05-01
Common Stock
4015
0
D
Employee Stock Option (Right to Buy)
10.95
2012-03-12
4
M
0
4750
0
D
2012-05-01
Common Stock
4750
0
D
The transaction was executed in multiple trades at prices ranging from $59.55 to $59.72. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
The options became exercisable in 4 equal installments on May 1, 2003, 2004, 2005, and 2006.
/s/ Heidi Miller, by power of attorney
2012-03-13