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):  July 14, 2006

 

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.)

 

225 West Wacker Drive
Chicago, Illinois
(Address of principal executive offices)

60606
(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 July 17, 2006, Morningstar, Inc., an Illinois corporation, issued a press release and a fact sheet announcing that it had entered into a definitive agreement to acquire the institutional hedge fund and separate account database of InvestorForce, Inc., copies of which are filed as Exhibits 99.1 and 99.2.

Item 9.01.  Financial Statements and Exhibits.

Include the following information:

(d)           Exhibits:

Exhibit No.

 

Description

 

 

 

99.1

 

Press Release issued July 17, 2006.

99.2

 

Fact Sheet issued July 17, 2006.

 

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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: July 17, 2006

By:

/s/ Richard E. Robbins

 

Name:

Richard E. Robbins

 

Title:

General Counsel and Corporate Secretary

 

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EXHIBIT INDEX

Exhibit No.

 

Description

 

 

 

99.1

 

Press Release issued July 17, 2006.

99.2

 

Fact Sheet issued July 17, 2006.

 

 

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