-----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, NFIRUOuxsORgU4ylVoHMtCVO6vixyxw0zrH4L29MpkKGukNEPMWZeFIrL/0RvstE fJWh7ekxxWknovSqIJmQnQ== 0001289419-08-000861.txt : 20081211 0001289419-08-000861.hdr.sgml : 20081211 20081211145639 ACCESSION NUMBER: 0001289419-08-000861 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081210 FILED AS OF DATE: 20081211 DATE AS OF CHANGE: 20081211 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: NOONAN JACK CENTRAL INDEX KEY: 0001205346 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 081243326 BUSINESS ADDRESS: BUSINESS PHONE: (312) 696-6000 MAIL ADDRESS: STREET 1: C/O SPSS STREET 2: 233 S WACKER DRIVE 11TH FLOOR 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: 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 4 1 edgar.xml PRIMARY DOCUMENT X0303 4 2008-12-10 0001289419 Morningstar, Inc. MORN 0001205346 NOONAN JACK C/O MORNINGSTAR, INC. 225 WEST WACKER DRIVE CHICAGO IL 60606 1 0 0 0 Common Stock 2008-12-10 4 M 0 1000 2.77 A 7200 D Common Stock 2008-12-10 4 S 0 1000 34.34 D 6200 D Employee Stock Option (Right to Buy) 2.77 2008-12-10 4 M 0 1000 0 D 2009-01-22 Common 1000 0 D The options became exercisable in three equal installments on January 22, 2000, 2001, and 2002. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2006. /s/ Heidi Miller, by power of attorney 2008-12-11 -----END PRIVACY-ENHANCED MESSAGE-----