- Current report filing (8-K)
May 18 2010 - 10:10AM
Edgar (US Regulatory)
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 18,
2010
MORNINGSTAR,
INC.
(Exact name of registrant
as specified in its charter)
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Illinois
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000-51280
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36-3297908
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(State or other
jurisdiction
of incorporation)
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(Commission
File Number)
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(I.R.S. Employer
Identification No.)
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22
West Washington Street
Chicago,
Illinois
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60602
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(Address of principal
executive offices)
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(Zip Code)
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(312)
696-6000
(Registrants 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 7.01. Regulation FD
Disclosure.
On May 18, 2010, members of management of
Morningstar, Inc. (the Company) will make the presentation attached as Exhibit 99.1
at its Annual Shareholders Meeting which will be held at the Companys corporate
headquarters in Chicago, Illinois at 9:00 a.m. (CST).
Non-GAAP Financial Measures
The presentation includes the following measures
considered as non-GAAP by the Securities and Exchange Commission: free cash
flow and consolidated revenue excluding acquisitions and foreign currency
translations (organic revenue).
The Company presents these measures as supplemental
information to help investors better understand trends in its business results
over time. The Companys management team uses free cash flow to evaluate the
performance of its business. Free cash flow is not equivalent to any measure of
performance required to be reported under U.S. generally accepted accounting
principles, nor should this data be considered an indicator of the Companys
overall financial performance or liquidity. Moreover, the free cash flow
definition the Company uses may not be comparable to similarly titled measures
reported by other companies.
Item 9.01. Financial Statements
and Exhibits.
(d)
Exhibits:
Exhibit No.
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Description
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99.1
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Annual Meeting Presentation.
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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.
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MORNINGSTAR, INC.
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Date: May 18, 2010
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By:
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/s/ SCOTT COOLEY
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Name:
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Scott Cooley
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Title:
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Chief Financial Officer
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EXHIBIT
INDEX
Exhibit No.
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Description
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99.1
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Annual Meeting Presentation.
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