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 Kaplan Steven N since year 2005.
The trader's CIK number is 1324001.
At the time of this reporting, Kaplan Steven N is the Director of
Morningstar, Inc.
(stock ticker symbol MORN).
Stock purchases, sales, and option exercises reported by Kaplan Steven N since 2005.
Trade Date
Symbol
Company Name (Issuer)
Trade Type
Shares
Price ($)
Value ($)
2007-11-15
MORN
Morningstar, Inc.
Option Exercise
13,999
18.59
260,269
2007-11-15
MORN
Morningstar, Inc.
Sale
2,670
69.66
185,979
2007-11-15
MORN
Morningstar, Inc.
Sale
3,376
70.23
237,097
2007-11-15
MORN
Morningstar, Inc.
Sale
1,953
70.78
138,234
2007-10-15
MORN
Morningstar, Inc.
Sale
6,816
72.76
495,954
2007-10-15
MORN
Morningstar, Inc.
Option Exercise
14,000
12.57
175,963
2007-10-15
MORN
Morningstar, Inc.
Sale
1,184
73.46
86,974
2007-09-17
MORN
Morningstar, Inc.
Option Exercise
14,000
9.76
136,640
2007-09-17
MORN
Morningstar, Inc.
Sale
6,050
61.17
370,051
2007-09-17
MORN
Morningstar, Inc.
Sale
1,950
61.92
120,746
2006-11-14
MORN
Morningstar, Inc.
Option Exercise
14,000
6.88
96,250
2006-11-14
MORN
Morningstar, Inc.
Sale
6,679
45.03
300,775
2006-11-14
MORN
Morningstar, Inc.
Sale
2,321
45.56
105,755
2006-10-13
MORN
Morningstar, Inc.
Option Exercise
14,000
2.38
33,390
2006-10-13
MORN
Morningstar, Inc.
Sale
7,000
40.99
286,921
2006-09-08
MORN
Morningstar, Inc.
Sale
100
37.87
3,786
2006-09-15
MORN
Morningstar, Inc.
Option Exercise
14,000
2.00
28,000
2006-09-15
MORN
Morningstar, Inc.
Sale
4,100
37.87
155,286
2006-09-08
MORN
Morningstar, Inc.
Sale
100
38.65
3,865
2006-09-15
MORN
Morningstar, Inc.
Sale
2,700
35.83
96,731
2006-08-14
MORN
Morningstar, Inc.
Sale
2,253
34.84
78,499
2006-08-14
MORN
Morningstar, Inc.
Sale
4,747
34.38
163,178
2006-08-14
MORN
Morningstar, Inc.
Option Exercise
14,000
2.00
28,000
2006-06-14
MORN
Morningstar, Inc.
Option Exercise
7,000
2.00
14,000
2006-07-17
MORN
Morningstar, Inc.
Option Exercise
14,000
2.00
28,000
2006-07-17
MORN
Morningstar, Inc.
Sale
3,803
37.81
143,805
2006-06-14
MORN
Morningstar, Inc.
Sale
56
38.00
2,127
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 Kaplan Steven N
(Director of Morningstar, Inc. at the time of this reporting) see
the Securities and Exchange Commission (SEC) website.