-----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, KA4CMCtmc+yYBct+CVkdv0zi85o/Qubcgi85RqnhWY57+lpIP38xqLfvDzV78mps wYcd19Fz81qCHKdX8a/mpw== 0001104659-09-040949.txt : 20090630 0001104659-09-040949.hdr.sgml : 20090630 20090630135315 ACCESSION NUMBER: 0001104659-09-040949 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 3 CONFORMED PERIOD OF REPORT: 20090630 ITEM INFORMATION: Other Events ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20090630 DATE AS OF CHANGE: 20090630 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: 09918724 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 8-K 1 a09-17314_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):  June 30, 2009

 

MORNINGSTAR, INC.

(Exact name of registrant as specified in its charter)

 

Illinois

 

000-51280

 

36-3297908

(State or other jurisdiction

 

(Commission

 

(I.R.S. Employer

of incorporation)

 

File Number)

 

Identification No.)

 

 

 

 

 

22 West Washington Street

 

 

Chicago, Illinois

 

60602

(Address of principal executive offices)

 

(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 June 30, 2009, Morningstar, Inc., an Illinois corporation, issued a press release announcing that Morningstar Australasia Pty Limited, an Australian subsidiary of Morningstar, has completed its previously announced acquisition of Intech Pty Ltd, a leading provider of multi-manager and investment portfolio solutions in Sydney, Australia, from IOOF Transition 3 Pty Ltd., a subsidiary of IOOF Holdings Limited. A copy of the press release 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 June 30, 2009.

 

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:

June 30, 2009

By:

/s/ Richard E. Robbins

 

 

Name:

Richard E. Robbins

 

 

Title:

General Counsel and Corporate Secretary

 

3



 

EXHIBIT INDEX

 

Exhibit No.

 

Description

 

 

 

99.1

 

Press Release issued June 30, 2009

 

4


EX-99.1 2 a09-17314_1ex99d1.htm EX-99.1

Exhibit 99.1

 

 

News Release

 

 

 

 

22 West Washington Street

Telephone: +1 312 696-6000

 

Chicago

Facsimile:  +1 312 696-6009

 

Illinois 60602

 

 

Media Contacts:

 

Morningstar

Margaret Kirch Cohen, 312-696-6383, margaret.cohen@morningstar.com

Phillip Gray, +61 2 9276 4456, phillip.gray@morningstar.com

 

Intech Pty Ltd

Kate Hage, +61 2 8022 2864, kate.hage@intech.com.au

 

FOR IMMEDIATE RELEASE

 

Morningstar Australasia Completes Acquisition of Intech Pty Ltd from IOOF

 

CHICAGO/SYDNEY, June 30, 2009—Morningstar Australasia Pty Limited, an Australian subsidiary of Morningstar, Inc. (NASDAQ: MORN), today announced it has completed its previously announced acquisition of Intech Pty Ltd, a leading provider of multi-manager and investment portfolio solutions in Sydney, Australia, from IOOF Transition 3 Pty Ltd., a subsidiary of IOOF Holdings Limited (ASX:IFL). Terms were not disclosed.

 

Founded in 1989, Intech advises some of Australia’s major superannuation funds, institutional clients, and investment platforms.

 

Anthony Serhan, formerly head of research for Morningstar in Australia, has been appointed managing director of Intech Pty Ltd.

 

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for approximately 6.5 million individual investors, 260,000 financial advisors, and 3,300 institutional clients.

 

Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 19 countries and minority ownership positions in companies based in three other countries.

 

Morningstar established its operations in Australia in 1999. The company’s products and services include a local version of Advisor Workstation, the Morningstar.com.au Web site for retail investors, stock research software, trade magazines and newsletters, widely distributed fund and share datafeeds, and investment consulting services. In 2006, Morningstar acquired Aspect Huntley Pty Limited, a leading provider of equity information, research, and financial trade publishing in Australia.

 

# # #

 

©2009 Morningstar, Inc.  All rights reserved.

 


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