-----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, DzhtG7ZeIxRdGSiIha27tf9x4Hbq7+W8RThxTOJ6C/uzAbNCObpUXz+vccRIu3RC LtC2X+PginNhTCshinQWgg== 0001104659-08-078570.txt : 20081229 0001104659-08-078570.hdr.sgml : 20081225 20081229130439 ACCESSION NUMBER: 0001104659-08-078570 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 3 CONFORMED PERIOD OF REPORT: 20081229 ITEM INFORMATION: Other Events ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20081229 DATE AS OF CHANGE: 20081229 FILER: 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 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 081271911 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 8-K 1 a08-31160_18k.htm 8-K

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C.  20549

 


FORM 8-K

 


CURRENT REPORT

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported):  December 29, 2008

 

MORNINGSTAR, INC.

(Exact name of registrant as specified in its charter)

 

Illinois

 

000-51280

 

36-3297908

(State or other jurisdiction
of incorporation)

 

(Commission
File Number)

 

 

(I.R.S. Employer
Identification No.)

 

225 West Wacker Drive
Chicago, Illinois
(Address of principal executive offices)

 

60606

(Zip Code)

 

(312) 696-6000

(Registrant’s telephone number, including area code)

 

N/A

(Former name or former address, if changed since last report)

 


 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

o    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

o    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

o            Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

o            Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

 

 



 

Item 8.01.  Other Events.

 

On December 29, 2008, Morningstar, Inc., an Illinois corporation, issued a press release announcing that it had completed its previously announced acquisition of the business operations of InvestData (Proprietary) Limited, a leading provider of fund information in South Africa, a copy of which is filed as Exhibit 99.1.

 

Item 9.01.  Financial Statements and Exhibits.

 

Include the following information:

 

(d)           Exhibits:

 

 

Exhibit No.

 

Description

 

 

 

 

 

99.1

 

Press Release issued December 29, 2008.

 

 

 

2



 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

 

 

MORNINGSTAR, INC.

 

 

 

 

Date:

December 29, 2008

By:

/s/ Scott Cooley

 

 

Name:

Scott Cooley

 

 

Title:

Chief Financial Officer

 

 

 

 

 

 

3



 

EXHIBIT INDEX

 

Exhibit No.

 

Description

 

 

 

99.1

 

Press Release issued December 29, 2008.

 

 

 

4


 

EX-99.1 2 a08-31160_1ex99d1.htm EX-99.1

Exhibit 99.1

 

 

 

News Release

 

 

 

 

 

 

 

 

225 West Wacker Drive

 

Telephone: +1 312 696-6000

 

 

Chicago

 

Facsimile:  +1 312 696-6009

 

 

Illinois 60606

 

 

 

 

Contact:

 

Media: Margaret Kirch Cohen, 312-696-6383, margaret.cohen@morningstar.com or Shawn Malayter, 312-696-6050, shawn.malayter@morningstar.com

 

FOR IMMEDIATE RELEASE

 

Morningstar, Inc. Completes Acquisition of InvestData (Proprietary) Limited

 

CHICAGO, Dec. 29, 2008—Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced it has completed its previously announced acquisition of the business operations of InvestData (Proprietary) Limited, a leading provider of fund information in South Africa. Terms were not disclosed.

 

About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 290,000 investment offerings, including stocks, mutual funds, and similar vehicles. The company has operations in 19 countries and minority ownership positions in companies based in three other countries.

 

###

 

 

© 2008 Morningstar, Inc. All rights reserved.

 


 

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