0001104659-14-068761.txt : 20140929 0001104659-14-068761.hdr.sgml : 20140929 20140929102836 ACCESSION NUMBER: 0001104659-14-068761 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 5 CONFORMED PERIOD OF REPORT: 20140926 ITEM INFORMATION: Other Events ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20140929 DATE AS OF CHANGE: 20140929 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: 141125730 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 a14-21567_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): September 26, 2014

 

MORNINGSTAR, INC.

(Exact name of registrant as specified in its charter)

 

Illinois

(State or other jurisdiction

of incorporation)

 

000-51280

(Commission

File Number)

 

 

36-3297908

(I.R.S. Employer

Identification No.)

 

 

 

22 West Washington Street

Chicago, Illinois

(Address of principal executive offices)

 

60602

(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 September 26, 2014, Morningstar issued a press release announcing that its Board of Directors has approved a quarterly cash dividend of 17 cents per share payable October 31, 2014 to shareholders of record as of October 10, 2014.  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 September 26, 2014 regarding quarterly dividend.

 

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: September 29, 2014

By:

/s/ Richard E. Robbins

 

Name:

Richard E. Robbins

 

Title:

General Counsel and Corporate Secretary

 

3


EX-99.1 2 a14-21567_1ex99d1.htm EX-99.1

Exhibit 99.1

 

 

 

Media Contact:

 

Margaret Kirch Cohen, +1 312-696-6383 or margaret.cohen@morningstar.com

 

FOR IMMEDIATE RELEASE

 

Morningstar, Inc. Declares Regular Quarterly Dividend of 17 Cents Per Share

 

CHICAGO, Sept. 26, 2014—The board of directors of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 17 cents per share. The dividend is payable Oct. 31, 2014 to shareholders of record as of Oct. 10, 2014.

 

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 products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 473,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 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 investment advisory subsidiaries and had approximately $169 billion in assets under advisement and management as of June 30, 2014. The company has operations in 27 countries.

 

# # #

 

©2014 Morningstar, Inc. All Rights Reserved.

 

MORN-C

 

1


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