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):  May 25, 2012

 

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 5.02  Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

 

On May 31, 2012, Morningstar, Inc. announced that Thomas Idzorek, CFA, global chief investment officer of Morningstar Investment Management, has been named president of Morningstar’s global Investment Management division.  Tom will oversee the company’s investment consulting, retirement advice, and investment management operations in North America, Europe, Asia, and Australia.  Peng Chen, who served as president of the global Investment Management division, is leaving the firm effective June 30, 2012. A copy of the press release is filed as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

 

Item 9.01.  Financial Statements and Exhibits.

 

(d)        Exhibits:

 

Exhibit No.

 

Description

 

 

 

99.1

 

Press release dated May 31, 2012.

 

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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: May 31, 2012

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 dated May 31, 2012.

 

4