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): October 5, 2012
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 |
22 West Washington Street |
|
60602 |
(Address of principal executive offices) |
|
(Zip Code) |
(312) 696-6000
(Registrants 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 October 5, 2012, Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc., issued a press release announcing that Sterling Publishing Pty Ltd has completed the acquisition of Morningstars Australian financial services trade publishing business. A copy of the press release is filed as Exhibit 99.1 to this Form 8-K.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits:
Exhibit No. |
|
Description |
|
|
|
99.1 |
|
Press Release dated October 5, 2012 regarding Sterling Publishing Pty Ltd. |
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: October 9, 2012 |
By: |
/s/ Scott Cooley |
|
Name: |
Scott Cooley |
|
Title: |
Chief Financial Officer |
Exhibit 99.1
|
|
|
FOR IMMEDIATE RELEASE
Sterling Publishing Completes Acquisition of Morningstar Australasia Trade Publishing Assets
Sydney, 5 October, 2012: Sterling Publishing Pty Ltd (Sterling) and Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that Sterling has completed the acquisition of Morningstars Australian financial services trade publishing business.
The acquisition includes the titles InvestorDaily, Independent Financial Adviser (IFA) incorporating SMSF and Investor Weekly. Sterling has also acquired a number of established events for the financial planning and institutional investment sectors, including the annual Wraps, Platforms & Masterfunds Conference and the annual Self-Managed Superannuation Fund Strategy Day.
Terms and conditions of the transaction were not disclosed.
NOTE TO EDITORS
About Sterling Publishing
Sterling Publishing (www.sterlingpublishing.com.au), the publishing arm of the BRW Fast 100-ranked Momentum Media, is a growing media company focusing on the finance, mortgage, real estate and property sectors. Its products span traditional print as well as interactive new media channels, with a range of distribution platforms used to connect and engage readers, including magazines, websites, events, Apple iPad® apps, social networking and broadcasting.
About Morningstar Australasia Pty Limited and Morningstar, Inc.
Morningstar Australasia Pty Limited is a subsidiary of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisers, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than eight million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment adviser subsidiaries and had more than US$186.0 billion in assets under advisement and management at 30 June 2012. The company has operations in 27 countries.
CONTACTS
Kate Miller Communications Manager Sterling Publishing +61 2 9922 3300 kate@sterlingpublishing.com.au |
Phillip Gray Editorial & Communications Manager Morningstar Australasia +61 2 9276 4456 phillip.gray@morningstar.com |