Insider Stock Trading History of Phillips Donald James Ii


The following table details the trading activities (stock purchases, stock sales, and stock option exercises) reported to the Securities and Exchange Commission (SEC) by insider Phillips Donald James Ii since year 2005. The trader's CIK number is 1323982. At the time of this reporting, Phillips Donald James Ii is the Director of Morningstar, Inc. . (stock ticker symbol MORN). See this page for all insider trading activities at Morningstar, Inc. .


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Stock purchases, sales, and option exercises reported by insider Phillips Donald James Ii since 2005.
  Trade Date   Symbol Company Name (Issuer) Trade Type     Shares       Price ($)   Value ($)
2015-05-18 MORN Morningstar, Inc. Sale 862 77.06 66,422
2015-05-11 MORN Morningstar, Inc. Sale 2,000 75.19 150,374
2015-05-04 MORN Morningstar, Inc. Sale 2,000 76.35 152,698
2015-04-27 MORN Morningstar, Inc. Sale 2,000 75.83 151,664
2015-04-20 MORN Morningstar, Inc. Sale 2,000 73.23 146,464
2015-04-13 MORN Morningstar, Inc. Sale 2,000 73.79 147,580
2015-04-06 MORN Morningstar, Inc. Sale 2,000 74.36 148,728
2015-03-30 MORN Morningstar, Inc. Sale 2,000 75.62 151,246
2015-03-23 MORN Morningstar, Inc. Sale 2,000 75.04 150,086
2015-03-16 MORN Morningstar, Inc. Sale 2,000 74.64 149,290
2015-03-09 MORN Morningstar, Inc. Sale 2,000 73.88 147,754
2015-03-02 MORN Morningstar, Inc. Sale 2,000 74.88 149,770
2015-02-23 MORN Morningstar, Inc. Sale 2,000 76.91 153,824
2015-02-17 MORN Morningstar, Inc. Sale 2,000 77.48 154,968
2012-11-19 MORN Morningstar, Inc. Sale 5,000 62.88 314,390
2012-11-12 MORN Morningstar, Inc. Sale 5,000 63.13 315,645
2012-11-05 MORN Morningstar, Inc. Sale 5,000 63.52 317,620
2012-11-01 MORN Morningstar, Inc. Sale 2,305 64.29 148,179
2012-10-31 MORN Morningstar, Inc. Sale 2,695 62.68 168,909
2012-10-22 MORN Morningstar, Inc. Sale 5,000 63.29 316,450
2012-10-15 MORN Morningstar, Inc. Sale 5,000 63.95 319,770
2012-10-08 MORN Morningstar, Inc. Sale 5,000 63.80 318,990
2012-10-01 MORN Morningstar, Inc. Sale 5,000 63.54 317,710
2012-09-24 MORN Morningstar, Inc. Sale 5,000 62.49 312,440
2012-09-17 MORN Morningstar, Inc. Sale 5,000 61.58 307,900
2012-09-10 MORN Morningstar, Inc. Sale 5,000 60.72 303,605
2012-09-04 MORN Morningstar, Inc. Sale 5,000 59.14 295,705
2012-08-27 MORN Morningstar, Inc. Sale 5,000 58.57 292,840
2012-08-20 MORN Morningstar, Inc. Sale 5,000 57.61 288,055
2012-08-13 MORN Morningstar, Inc. Sale 5,000 58.27 291,370
2012-08-06 MORN Morningstar, Inc. Sale 5,000 57.64 288,225
2012-07-30 MORN Morningstar, Inc. Sale 5,000 58.18 290,875
2012-07-23 MORN Morningstar, Inc. Sale 5,000 58.14 290,685
2012-07-16 MORN Morningstar, Inc. Sale 5,000 59.68 298,425
2012-07-09 MORN Morningstar, Inc. Sale 5,000 59.60 297,985
2012-07-02 MORN Morningstar, Inc. Sale 5,000 58.70 293,490
2012-06-25 MORN Morningstar, Inc. Sale 5,000 56.75 283,740
2012-06-18 MORN Morningstar, Inc. Sale 5,000 57.89 289,470
2012-06-11 MORN Morningstar, Inc. Sale 5,000 57.29 286,435
2012-06-04 MORN Morningstar, Inc. Sale 5,000 55.40 277,015
2012-05-29 MORN Morningstar, Inc. Sale 5,000 57.37 286,835
2012-05-21 MORN Morningstar, Inc. Sale 5,000 55.80 279,005
2012-05-14 MORN Morningstar, Inc. Sale 5,000 55.46 277,325
2012-05-07 MORN Morningstar, Inc. Sale 5,000 55.72 278,605
2012-04-30 MORN Morningstar, Inc. Sale 5,000 57.96 289,795
2012-02-06 MORN Morningstar, Inc. Sale 3,662 60.54 221,712
2012-02-06 MORN Morningstar, Inc. Option Ex 3,662 24.42 89,444
2012-02-01 MORN Morningstar, Inc. Option Ex 5,000 24.41 122,055
2012-02-01 MORN Morningstar, Inc. Sale 5,000 60.07 300,345
2012-01-26 MORN Morningstar, Inc. Sale 1,600 60.02 96,028
2012-01-26 MORN Morningstar, Inc. Option Ex 1,600 24.40 39,032
2012-01-03 MORN Morningstar, Inc. Option Ex 1,578 24.33 38,397
2012-01-03 MORN Morningstar, Inc. Sale 1,578 60.04 94,743
2011-12-27 MORN Morningstar, Inc. Option Ex 5,000 24.31 121,570
2011-12-27 MORN Morningstar, Inc. Sale 5,000 60.10 300,525
2011-12-23 MORN Morningstar, Inc. Sale 4,800 60.02 288,096
2011-12-23 MORN Morningstar, Inc. Option Ex 4,800 24.30 116,654
2011-12-05 MORN Morningstar, Inc. Sale 269 60.02 16,146
2011-12-05 MORN Morningstar, Inc. Option Ex 269 24.25 6,524
2011-12-01 MORN Morningstar, Inc. Option Ex 2,500 24.24 60,607
2011-11-30 MORN Morningstar, Inc. Option Ex 2,500 24.24 60,602
2011-12-01 MORN Morningstar, Inc. Sale 2,500 60.14 150,357
2011-11-30 MORN Morningstar, Inc. Sale 2,500 60.10 150,255
2011-11-14 MORN Morningstar, Inc. Option Ex 89 24.20 2,153
2011-11-14 MORN Morningstar, Inc. Sale 89 60.00 5,340
2011-11-11 MORN Morningstar, Inc. Option Ex 1,200 24.19 29,026
2011-11-11 MORN Morningstar, Inc. Sale 1,200 60.02 72,024
2011-11-08 MORN Morningstar, Inc. Option Ex 3,800 21.90 83,223
2011-11-08 MORN Morningstar, Inc. Sale 3,800 60.04 228,155
2011-10-31 MORN Morningstar, Inc. Sale 5,000 60.11 300,535
2011-10-31 MORN Morningstar, Inc. Option Ex 5,000 19.60 98,020
2011-10-27 MORN Morningstar, Inc. Option Ex 4,500 19.60 88,177
2011-10-27 MORN Morningstar, Inc. Sale 4,500 60.12 270,531
2011-10-24 MORN Morningstar, Inc. Option Ex 500 19.59 9,794
2011-10-24 MORN Morningstar, Inc. Sale 500 60.00 30,000
2011-10-12 MORN Morningstar, Inc. Sale 300 60.04 18,011
2011-10-12 MORN Morningstar, Inc. Option Ex 300 19.56 5,868
2011-10-11 MORN Morningstar, Inc. Option Ex 1,300 19.56 25,428
2011-10-11 MORN Morningstar, Inc. Sale 1,300 60.00 78,000
2011-09-19 MORN Morningstar, Inc. Sale 4,799 58.51 280,784
2011-09-14 MORN Morningstar, Inc. Sale 501 58.00 29,058
2011-09-07 MORN Morningstar, Inc. Sale 3,000 58.07 174,198
2011-08-31 MORN Morningstar, Inc. Sale 1,611 60.03 96,713
2011-09-01 MORN Morningstar, Inc. Sale 2,288 60.08 137,458
2011-08-29 MORN Morningstar, Inc. Sale 8,761 59.42 520,543
2011-08-30 MORN Morningstar, Inc. Sale 900 60.02 54,021
2011-08-26 MORN Morningstar, Inc. Sale 4,300 58.16 250,075
2011-08-25 MORN Morningstar, Inc. Sale 79 58.21 4,598
2011-08-24 MORN Morningstar, Inc. Sale 200 58.04 11,607
2011-07-25 MORN Morningstar, Inc. Option Ex 5,000 19.39 96,945
2011-07-25 MORN Morningstar, Inc. Sale 5,000 61.50 307,475
2011-07-18 MORN Morningstar, Inc. Option Ex 5,000 19.37 96,865
2011-07-18 MORN Morningstar, Inc. Sale 5,000 60.27 301,335
2011-07-11 MORN Morningstar, Inc. Sale 5,000 62.23 311,165
2011-07-11 MORN Morningstar, Inc. Option Ex 5,000 19.36 96,790
2011-07-05 MORN Morningstar, Inc. Sale 5,000 61.58 307,925
2011-07-05 MORN Morningstar, Inc. Option Ex 5,000 13.96 69,785
2011-06-28 MORN Morningstar, Inc. Option Ex 5,000 8.57 42,850
2011-06-28 MORN Morningstar, Inc. Sale 5,000 60.06 300,310
2011-06-21 MORN Morningstar, Inc. Sale 3,297 60.00 197,836
2011-06-21 MORN Morningstar, Inc. Option Ex 3,297 10.95 36,102
2011-06-22 MORN Morningstar, Inc. Sale 1,703 60.06 102,282
2011-06-22 MORN Morningstar, Inc. Option Ex 1,703 9.76 16,621
2011-05-27 MORN Morningstar, Inc. Sale 5,000 60.16 300,815
2011-05-27 MORN Morningstar, Inc. Option Ex 5,000 23.73 118,670
2011-05-31 MORN Morningstar, Inc. Option Ex 5,000 23.74 118,725
2011-05-31 MORN Morningstar, Inc. Sale 5,000 60.04 300,220
2011-05-20 MORN Morningstar, Inc. Option Ex 1,000 10.95 10,950
2011-05-20 MORN Morningstar, Inc. Sale 1,000 60.01 60,012
2011-05-19 MORN Morningstar, Inc. Option Ex 603 10.95 6,602
2011-05-19 MORN Morningstar, Inc. Sale 603 60.00 36,180
2011-03-24 MORN Morningstar, Inc. Option Ex 15,000 14.13 211,950
2010-02-04 MORN Morningstar, Inc. Sale 2,450 46.65 114,297
2010-01-28 MORN Morningstar, Inc. Sale 5,000 47.02 235,090
2010-01-21 MORN Morningstar, Inc. Sale 5,000 48.46 242,325
2010-01-14 MORN Morningstar, Inc. Sale 5,000 49.57 247,860
2010-01-13 MORN Morningstar, Inc. Sale 1,300 50.02 65,028
2010-01-07 MORN Morningstar, Inc. Sale 5,000 48.63 243,140
2009-12-24 MORN Morningstar, Inc. Sale 1,600 48.05 76,884
2009-12-28 MORN Morningstar, Inc. Sale 3,400 48.07 163,424
2009-12-17 MORN Morningstar, Inc. Sale 5,000 47.92 239,579
2009-12-10 MORN Morningstar, Inc. Sale 5,000 47.54 237,685
2009-12-03 MORN Morningstar, Inc. Sale 5,000 48.77 243,855
2009-11-05 MORN Morningstar, Inc. Sale 1,250 50.24 62,800
2009-10-22 MORN Morningstar, Inc. Sale 1,250 50.93 63,663
2009-10-15 MORN Morningstar, Inc. Sale 1,250 51.26 64,075
2009-10-09 MORN Morningstar, Inc. Sale 24,800 50.88 1,261,848
2009-10-08 MORN Morningstar, Inc. Sale 27,300 50.44 1,376,902
2009-10-06 MORN Morningstar, Inc. Sale 400 50.00 20,000
2009-09-17 MORN Morningstar, Inc. Sale 5,846 45.85 268,044
2009-09-17 MORN Morningstar, Inc. Option Ex 5,846 14.13 82,603
2009-09-10 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-09-10 MORN Morningstar, Inc. Sale 6,250 43.15 269,668
2009-09-03 MORN Morningstar, Inc. Sale 6,250 42.74 267,100
2009-09-03 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-08-27 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-08-27 MORN Morningstar, Inc. Sale 6,250 43.86 274,118
2009-08-20 MORN Morningstar, Inc. Sale 6,250 43.37 271,068
2009-08-20 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-08-13 MORN Morningstar, Inc. Sale 6,250 45.48 284,256
2009-08-13 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-08-06 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-08-06 MORN Morningstar, Inc. Sale 6,250 46.68 291,718
2009-07-23 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-07-23 MORN Morningstar, Inc. Sale 6,250 45.46 284,093
2009-07-16 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-07-16 MORN Morningstar, Inc. Sale 6,250 42.49 265,575
2009-07-14 MORN Morningstar, Inc. Option Ex 3,750 14.13 52,987
2009-07-14 MORN Morningstar, Inc. Sale 3,750 40.04 150,165
2009-07-09 MORN Morningstar, Inc. Sale 2,500 39.62 99,060
2009-07-09 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-07-02 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-07-02 MORN Morningstar, Inc. Sale 6,250 40.68 254,237
2009-06-25 MORN Morningstar, Inc. Sale 9,910 40.00 396,400
2009-06-24 MORN Morningstar, Inc. Sale 90 40.18 3,616
2009-06-25 MORN Morningstar, Inc. Option Ex 9,910 14.13 140,028
2009-06-24 MORN Morningstar, Inc. Option Ex 90 14.13 1,271
2009-06-18 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-06-18 MORN Morningstar, Inc. Sale 2,500 38.82 97,060
2009-06-11 MORN Morningstar, Inc. Sale 6,250 41.50 259,387
2009-06-11 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-06-04 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-06-04 MORN Morningstar, Inc. Sale 6,250 41.32 258,275
2009-05-28 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-05-28 MORN Morningstar, Inc. Sale 6,250 40.43 252,668
2009-05-21 MORN Morningstar, Inc. Sale 6,250 39.64 247,737
2009-05-21 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-05-19 MORN Morningstar, Inc. Option Ex 1,250 14.13 17,662
2009-05-18 MORN Morningstar, Inc. Sale 2,500 40.02 100,062
2009-05-19 MORN Morningstar, Inc. Sale 1,250 40.00 50,000
2009-05-18 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-05-14 MORN Morningstar, Inc. Sale 2,500 38.57 96,417
2009-05-14 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-05-07 MORN Morningstar, Inc. Option Ex 6,250 14.13 88,312
2009-05-07 MORN Morningstar, Inc. Sale 6,250 43.30 270,606
2009-04-30 MORN Morningstar, Inc. Sale 40,095 40.29 1,615,587
2009-04-29 MORN Morningstar, Inc. Sale 21,400 40.17 859,659
2009-05-01 MORN Morningstar, Inc. Sale 13,505 41.74 563,766
2009-04-30 MORN Morningstar, Inc. Option Ex 40,095 14.13 566,542
2009-04-29 MORN Morningstar, Inc. Option Ex 21,400 14.13 302,382
2009-05-01 MORN Morningstar, Inc. Option Ex 13,505 14.13 190,825
2009-04-23 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-04-23 MORN Morningstar, Inc. Sale 2,500 35.16 87,902
2009-04-16 MORN Morningstar, Inc. Sale 2,500 32.97 82,430
2009-04-16 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-04-09 MORN Morningstar, Inc. Sale 2,500 31.89 79,722
2009-04-09 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-04-02 MORN Morningstar, Inc. Sale 2,500 33.29 83,217
2009-04-02 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-03-26 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-03-26 MORN Morningstar, Inc. Sale 2,500 35.23 88,080
2009-03-19 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-03-19 MORN Morningstar, Inc. Sale 2,500 31.23 78,075
2009-03-12 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-03-12 MORN Morningstar, Inc. Sale 2,500 30.00 75,000
2009-03-11 MORN Morningstar, Inc. Option Ex 5,000 14.13 70,650
2009-03-11 MORN Morningstar, Inc. Sale 5,000 30.02 150,125
2009-02-19 MORN Morningstar, Inc. Sale 2,500 33.27 83,177
2009-02-19 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2009-02-12 MORN Morningstar, Inc. Option Ex 2,500 12.56 31,387
2009-02-12 MORN Morningstar, Inc. Sale 2,500 33.93 84,817
2009-02-05 MORN Morningstar, Inc. Option Ex 2,500 10.98 27,450
2009-02-05 MORN Morningstar, Inc. Sale 2,500 34.68 86,695
2009-01-22 MORN Morningstar, Inc. Sale 2,500 34.36 85,887
2009-01-22 MORN Morningstar, Inc. Option Ex 12,692 6.88 87,257
2009-01-15 MORN Morningstar, Inc. Option Ex 12,692 6.88 87,257
2009-01-15 MORN Morningstar, Inc. Sale 2,500 34.51 86,265
2009-01-08 MORN Morningstar, Inc. Sale 2,500 37.83 94,585
2009-01-08 MORN Morningstar, Inc. Option Ex 12,692 6.88 87,257
2009-01-02 MORN Morningstar, Inc. Option Ex 2,500 10.98 27,450
2009-01-02 MORN Morningstar, Inc. Sale 2,500 35.38 88,442
2008-12-26 MORN Morningstar, Inc. Option Ex 2,500 10.98 27,450
2008-12-26 MORN Morningstar, Inc. Sale 2,500 33.33 83,320
2008-12-18 MORN Morningstar, Inc. Sale 2,500 33.33 83,320
2008-12-18 MORN Morningstar, Inc. Option Ex 2,500 10.98 27,450
2008-12-11 MORN Morningstar, Inc. Option Ex 2,500 10.98 27,450
2008-12-11 MORN Morningstar, Inc. Sale 2,500 33.00 82,495
2008-12-04 MORN Morningstar, Inc. Sale 2,500 31.00 77,512
2008-12-04 MORN Morningstar, Inc. Option Ex 12,000 6.88 82,500
2008-11-06 MORN Morningstar, Inc. Option Ex 9,800 8.45 82,810
2008-11-06 MORN Morningstar, Inc. Sale 300 35.02 10,504
2008-10-23 MORN Morningstar, Inc. Option Ex 10,000 14.13 141,300
2008-10-23 MORN Morningstar, Inc. Sale 10,000 47.43 474,320
2008-10-16 MORN Morningstar, Inc. Sale 10,000 47.36 473,640
2008-10-16 MORN Morningstar, Inc. Option Ex 10,000 14.13 141,300
2008-10-09 MORN Morningstar, Inc. Option Ex 10,000 14.13 141,300
2008-10-09 MORN Morningstar, Inc. Sale 10,000 52.67 526,660
2008-10-02 MORN Morningstar, Inc. Option Ex 22,000 8.45 185,899
2008-10-02 MORN Morningstar, Inc. Sale 12,500 58.56 731,950
2008-10-02 MORN Morningstar, Inc. Option Ex 22,000 8.45 185,899
2008-10-02 MORN Morningstar, Inc. Sale 12,500 58.56 731,950
2008-09-25 MORN Morningstar, Inc. Option Ex 12,500 14.13 176,625
2008-09-25 MORN Morningstar, Inc. Sale 12,500 57.21 715,075
2008-09-22 MORN Morningstar, Inc. Sale 351 64.00 22,464
2008-09-22 MORN Morningstar, Inc. Option Ex 351 14.13 4,959
2008-09-19 MORN Morningstar, Inc. Option Ex 2,300 14.13 32,499
2008-09-19 MORN Morningstar, Inc. Sale 2,300 61.22 140,799
2008-09-18 MORN Morningstar, Inc. Option Ex 10,200 14.13 144,126
2008-09-18 MORN Morningstar, Inc. Sale 10,200 55.94 570,618
2008-09-11 MORN Morningstar, Inc. Sale 12,500 61.60 769,962
2008-09-11 MORN Morningstar, Inc. Option Ex 12,500 14.13 176,625
2008-09-04 MORN Morningstar, Inc. Option Ex 24,500 8.45 207,024
2008-09-04 MORN Morningstar, Inc. Sale 15,000 65.97 989,579
2008-08-28 MORN Morningstar, Inc. Option Ex 15,000 14.13 211,950
2008-08-28 MORN Morningstar, Inc. Sale 15,000 65.19 977,790
2008-08-22 MORN Morningstar, Inc. Sale 2,500 64.01 160,032
2008-08-22 MORN Morningstar, Inc. Option Ex 2,500 14.13 35,325
2008-08-21 MORN Morningstar, Inc. Option Ex 12,500 14.13 176,625
2008-08-21 MORN Morningstar, Inc. Sale 12,500 62.89 786,150
2008-08-14 MORN Morningstar, Inc. Option Ex 15,000 14.13 211,950

Insider trading activities including stock purchases, stock sales, and option exercises listed in the above table cannot be completely guaranteed as to their accuracy. For more information regarding the trades made by Phillips Donald James Ii (Director of Morningstar, Inc. at the time of this reporting) see the Securities and Exchange Commission (SEC) website.

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