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