-----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, WRRTRYf4iig4rRCgKm/8WSF3I7UaCzk2G3ZxRnoCQBbwffYqJGNguhCuyGH3pvso RKz64LIJ570+pggChPIcXg== 0001289419-10-000263.txt : 20100602 0001289419-10-000263.hdr.sgml : 20100602 20100602163752 ACCESSION NUMBER: 0001289419-10-000263 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100602 FILED AS OF DATE: 20100602 DATE AS OF CHANGE: 20100602 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Sturm Paul W CENTRAL INDEX KEY: 0001323988 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 10873265 MAIL ADDRESS: STREET 1: 943 WINDSOR STREET CITY: SANTA CRUZ STATE: CA ZIP: 95062 ISSUER: 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 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 4 1 edgar.xml PRIMARY DOCUMENT X0303 4 2010-06-02 0001289419 Morningstar, Inc. MORN 0001323988 Sturm Paul W C/O MORNINGSTAR, INC. 22 WEST WASHINGTON STREET CHICAGO IL 60602 1 0 0 0 Common Stock 2010-06-02 4 S 0 1000 47.68 D 67335 D The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2009. This transaction was executed in multiple trades at prices ranging from $47.375 to $47.99. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. /s/ Heidi Miller, by power of attorney 2010-06-02 -----END PRIVACY-ENHANCED MESSAGE-----