Kindles are becoming quite popular! You can now download your PDF files to your Kindle by using the following information:

Save your SEC Filing in a PDF form. These PDFs can then be:

• Downloaded to your desktop and transferred to the Kindle by using the USB cable (Additional application needed for Kindle 1 & 2.)
• Downloaded and e-mailed it to your Kindle e-mail address: [user]@kindle.com (There could be a 10 cent charge by Amazon to use this feature.)
• Downloaded to your SD card on your computer

Kindle 1 & 2 supports the following document file types: .AZW (Kindle proprietary format), .txt, .mobi or .prc. Kindle DX supports all these formats plus PDF. To create the mobile PDF for Kindle 1 & 2, please see instructions at http://www.novapdf.com/kb/send-pdf-to-kindle-213.html. You will need to download an application (novaPDF, Stanza, and/or MobiPocket) to help you convert your files to PDF.

For additional information, please contact support@10kwizard.com or librarians@10kwizard.com.

Q Why the name change from 10-K Wizard to Morningstar Document Research?

A To better represent the site’s breadth of coverage and leverage the valuable data that Morningstar brings to the table (see blog for full details). We want to continue to hear from our customers about what is valuable to them. 10-K Wizard and Morningstar have built our products based on customer needs and market insight. This will remain the driving force for our product development.

Q Will the URL http://www.10kwizard.com still work?

A Yes, both documentresearch.morningstar.com and www.10kwizard.com will continue to work.

Q I am automatically authenticated with an IP address or via my office’s intranet, will this still work?

A Yes, you can continue to login the same way. No changes are needed to access the site.

Q Will we be losing any functionality on the site?

A No. We will continue to provide all of the same services, and continue to develop new services moving forward. There will be no interruption in your service.

Q Will the site look different?

A Initially, the only thing that is changing is the name. So, references to 10-K Wizard will be replaced with Morningstar Document Research. This is a “cosmetic” change to the site rather than a full redesign.

Q Have any of the resources supporting the site changed?

A No. The same sales, support, and technology teams are all still with Morningstar, so the level of product development, support, and training will remain.

Q Will there be any changes to contracts or usage agreements as a result of the name change?

A No. There will be no contractual or usage changes.

You may have read that Morningstar, Inc., a leading provider of independent investment research, acquired 10-K Wizard in December, 2008.  As part of our ongoing efforts to provide more global content, 10-K Wizard will become Morningstar Document Research on August 28, 2009. Morningstar Document Research will continue to be a leading website for enabling streamlined company research with a worldwide scope.


As a part of Morningstar, we are continuing our operations as normal with the same level of excellent customer support, reliability and continuous improvements that you’ve come to expect. Over the past few months, we have been busily integrating our backend systems to better support you in the future. If you have an intranet link to the site, the transition will be seamless and transparent.  We are also planning to take advantage of additional features and functionality we’ll be able to offer as part of a larger, global organization. This will include access to a wide range of complimentary investment data and original research, as well as the support of a global team focused on creating great products that help research teams and investors reach their goals.


Morningstar is a well-respected, established company with operations in 18 countries in North America, Europe, Australia, and Asia. It offers one of the largest collections of investment information in the world – including fundamental research and data on global equities and funds, as well as an extensive line of Internet, software, and print-based products and services for individuals, financial advisers, and institutional clients, as well as legal, accounting, universities, prospect research and corporate clients.


For more information about the acquisition, please see Morningstar’s press release and general questions and answers at   http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=174.xml&filter=PR4305 . For more information about Morningstar and its products, please visit http://global.morningstar.com.
Please call your sales representative to learn more about other Morningstar offerings that can save you money and help you build your business.


Yours sincerely,
Martin Zacarias
Senior Vice President
Morningstar Document Research
Morningstar, Inc.
214.800.4571
martin.zacarias@morningstar.com

There have been a number of formatting issues we have seen with the latest round of new XBRL filers.  As such, we would like to address some general points about XBRL.

Our first priority is to keep our corporate clients compliant with the SEC’s regulations for website disclosure.  As such, the raw XBRL is made available.  As an added value, we also provide a real-time XBRL Viewer to make the raw XBRL legible. Our aim with the XBRL Viewer is to be as universal as possible for the presentation of the XBRL content.  Our priorities include: #1 Accuracy - ensuring the content is a 100% accurate translation of what the company has reported in its filings, #2 Universal Accessibility – through our support of multiple, commonly-utilized web browsers, our XBRL Viewer provides a real-time conversion of XBRL that is available for the largest population of web users as possible, and # 3 Appealing Presentation.

There will be instances when the SEC’s presentation appears different.  For example, the SEC.gov site formats the HTML contained in these XBRL filings (the financial footnotes or text portions of the XBRL content) in a manner that only renders properly in Internet Explorer.  On the other hand, 10-K Wizard’s XBRL Viewer renders the HTML in a consistent format for both Firefox and Internet Explorer – in real-time.

Internet Explorer presently accounts for approximately 56% of the browsers used in the United States and about 66% globally. Firefox presently account for over 30% of all internet traffic. If a person uses the Firefox web browser, the XBRL content on the SEC.gov site will be illegible, unformatted, raw HTML, accounting for approximately one third (1/3) of all individuals that may want to use that site’s XBRL viewer.

As a commercial operation, 10-K Wizard wants to make this content available to the largest population of web users in an appealing format.  We will continue to make improvements to our XBRL Viewer as quickly as possible.  We ask for your patience as this new format evolves. Please feel free to contact me directly if you have any questions about the above.

Luid Hancock
Product Manager
10-K Wizard
Morningstar, Inc.
luid.hancock@morningstar.com

The 10-K Wizard Librarian Relations Group has created two new documents for our users:

1. SEC 101

2. Stock Exchanges of the World

Both documents are available in PDF and are at no charge to our clients. If you would like a copy of these documents, please email your request to librarians@10kwizard.com.

Today the SEC released this 137-page proposed rule on “Proxy Dislosure and Soliciation Enhancements”. A copy of the rules can be found in the Federal Register at this web address: http://www.sec.gov/rules/proposed/2009/33-9052.pdf.

Effective: Next Proxy Season?

The Center for Audit Quality (CAQ) has published their summary of accounting pronouncements that became effective this year by the Financial Accounting Standards Board (FASB). These standards may affect 2009 quarterly and year-end financial statements. This document is available to CAQ members and information about membership can be found at https://thecaq.aicpa.org/Memberships/.

Top 500 Companies began filing their Financial data in XBRL on Monday, June 15th with the SEC. Because of the new requirements, SEC has created a supplemental exhbiit called Exhibit 101. In the past, companies were using Exhibit 100 to file XBRL formatted documents, which now contains historical interactive data. Both these Exhibit Types can be searched on 10-K Wizard by:

1. Clicking on the Exhibits Dataset

2. Selecting and Highlighting Exhibit 100 and Exhibit 101 in the Exhibit Type box

3. Narrow your search by Company Name, Ticker, or various filters

After selecting an exhibit document from the Search Results Page, the XBRL document can be viewed by clicking on the “View Formatted XBRL” Link and the data can be downloaded into an Excel spreadsheet. For additional information, please contact Customer Support at support@10kwizard.com.

On Feb.23rd, USA Today featured an article on Joe Mansueto, founder of Morningstar, Inc.

Morningstar celebrates its 25th anniversary this year!

The article, by journalist John Waggoner, can be viewed by clicking on the following link, which is posted on the USA Today’s website. http://www.usatoday.com/money/companies/management/profile/2009-02-22-ceo-success-morningstar_N.htm

 10-K Wizard has been named as a finalist in the Software & Information Industry Association’s (SIIA) 24^th Annual CODiE Awards.

The service has been selected from many high-caliber products as one of the best in the software and information industry in the following category:

For a complete list of finalists see: http://www.siia.net/codies/2009/finalist_list.asp

Winners will be announced in San Francisco on May 5th.