-----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, VaXhTHJKtC+7jxowNoFjLG+ibkKUl7+NJfZF6kYVSzojm1XppQh+JfoLmCyN4gSF Q1am+G+Jrmx1Pq2Mcl1fQQ== 0001324069-08-000002.txt : 20080416 0001324069-08-000002.hdr.sgml : 20080416 20080416195532 ACCESSION NUMBER: 0001324069-08-000002 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080414 FILED AS OF DATE: 20080416 DATE AS OF CHANGE: 20080416 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: 08760847 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 2008-04-14 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 2008-04-14 4 S 0 300 60.97 D 27766899 D Common Stock 2008-04-14 4 S 0 100 60.95 D 27766799 D Common Stock 2008-04-14 4 S 0 200 61.12 D 27766599 D Common Stock 2008-04-14 4 S 0 500 61.14 D 27766099 D Common Stock 2008-04-14 4 S 0 300 60.99 D 27765799 D Common Stock 2008-04-14 4 S 0 300 61.05 D 27765499 D Common Stock 2008-04-15 4 S 0 100 59.57 D 27765399 D Common Stock 2008-04-15 4 S 0 300 59.18 D 27765099 D Common Stock 2008-04-15 4 S 0 100 59.08 D 27764999 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 2008-04-16 -----END PRIVACY-ENHANCED MESSAGE-----