0001104659-12-068076.txt : 20121009 0001104659-12-068076.hdr.sgml : 20121008 20121009113027 ACCESSION NUMBER: 0001104659-12-068076 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 4 CONFORMED PERIOD OF REPORT: 20121005 ITEM INFORMATION: Other Events ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20121009 DATE AS OF CHANGE: 20121009 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: 121134280 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 a12-23277_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): October 5, 2012

 

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.)

 

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 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 Morningstar’s 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.

 

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: October 9, 2012

By:

/s/ Scott Cooley

 

Name:

Scott Cooley

 

Title:

Chief Financial Officer

 

3


EX-99.1 2 a12-23277_1ex99d1.htm EX-99.1

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 Morningstar’s Australian financial services trade publishing business.

 

The acquisition includes the titles InvestorDailyIndependent 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

 


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