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):  April 24, 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 April 24, 2009, Morningstar, Inc., an Illinois corporation, issued a press release announcing that Morningstar Research Inc., the Canadian subsidiary of Morningstar, Inc. has entered into a definitive agreement to acquire the equity research and data business of C.P.M.S. Computerized Portfolio Management Services Inc., a privately owned independent equity research and data firm in Toronto, for C$16.1 million. 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 April 24, 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:

April 27, 2009

By:

/s/ Scott Cooley

 

 

Name:

Scott Cooley

 

 

Title:

Chief Financial Officer

 

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EXHIBIT INDEX

 

Exhibit No. 

 

Description

 

 

 

99.1

 

Press Release issued April 24, 2009

 

4