Insider Trading activities of Morningstar, Inc. insiders. , Part 10

Monthly summaries of insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Morningstar, Inc. since 2005 are illustrated in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Morningstar, Inc. since year 2005. (See page 1 of this report.) Table 2 shows the detailed insider transactions of Morningstar, Inc. since 2005. The reporting company's ticker symbol is MORN. The reporting company's CIK number is 1289419.
The total value of stock buying since 2005 is $116,664.
The total value of stock sales since 2005 is $811,266,945.
The total value of stock option exercises since 2005 is $65,613,286.



Table 2. Detailed insider stock purchases, sales, and option exercises of Morningstar, Inc. insiders (MORN) , Part 10
  Trade Date   Insider Name Trade Type     Shares       Price ($)   Value ($)
2009-01-21 Mansueto Joseph D (Chairman & CEO) Sale 7,200 33.55 241,567
2009-01-20 Mansueto Joseph D (Chairman & CEO) Sale 7,200 34.02 244,965
2009-01-15 Phillips Donald James Ii (Managing Director) Sale 2,500 34.51 86,265
2009-01-15 Phillips Donald James Ii (Managing Director) Option Ex 12,692 6.88 87,257
2009-01-13 Mansueto Joseph D (Chairman & CEO) Sale 7,200 35.79 257,680
2009-01-13 Sturm Paul W (Director) Option Ex 12,000 2.77 33,240
2009-01-12 Mansueto Joseph D (Chairman & CEO) Sale 700 36.58 25,606
2009-01-08 Phillips Donald James Ii (Managing Director) Sale 2,500 37.83 94,585
2009-01-08 Phillips Donald James Ii (Managing Director) Option Ex 12,692 6.88 87,257
2009-01-07 Mansueto Joseph D (Chairman & CEO) Sale 7,200 38.05 273,924
2009-01-06 Mansueto Joseph D (Chairman & CEO) Sale 7,200 37.76 271,879
2009-01-05 Mansueto Joseph D (Chairman & CEO) Sale 7,200 36.81 265,046
2009-01-02 Phillips Donald James Ii (Managing Director) Sale 2,500 35.38 88,442
2009-01-02 Phillips Donald James Ii (Managing Director) Option Ex 2,500 10.98 27,450
2008-12-31 Robbins Richard E (General Counsel and Secretary) Sale 2,061 35.31 72,767
2008-12-26 Huang Tao (Chief Operating Officer) Option Ex 20,000 10.98 219,600
2008-12-26 Phillips Donald James Ii (Managing Director) Sale 2,500 33.33 83,320
2008-12-26 Phillips Donald James Ii (Managing Director) Option Ex 2,500 10.98 27,450
2008-12-18 Phillips Donald James Ii (Managing Director) Sale 2,500 33.33 83,320
2008-12-18 Phillips Donald James Ii (Managing Director) Option Ex 2,500 10.98 27,450
2008-12-17 Huang Tao (Chief Operating Officer) Sale 22,533 32.16 724,706
2008-12-17 Huang Tao (Chief Operating Officer) Option Ex 72,533 10.98 796,412
2008-12-16 Huang Tao (Chief Operating Officer) Sale 20,400 30.88 629,972
2008-12-16 Huang Tao (Chief Operating Officer) Option Ex 40,400 10.98 443,592
2008-12-15 Huang Tao (Chief Operating Officer) Sale 15,500 30.46 472,099
2008-12-15 Huang Tao (Chief Operating Officer) Option Ex 15,500 10.98 170,190
2008-12-12 Huang Tao (Chief Operating Officer) Sale 12,406 30.60 379,648
2008-12-12 Huang Tao (Chief Operating Officer) Option Ex 32,406 10.98 355,817
2008-12-11 Huang Tao (Chief Operating Officer) Sale 19,200 32.21 618,393
2008-12-11 Huang Tao (Chief Operating Officer) Option Ex 19,200 10.98 210,816
2008-12-11 Phillips Donald James Ii (Managing Director) Sale 2,500 33.00 82,495
2008-12-11 Phillips Donald James Ii (Managing Director) Option Ex 2,500 10.98 27,450
2008-12-10 Huang Tao (Chief Operating Officer) Sale 24,200 33.44 809,320
2008-12-10 Huang Tao (Chief Operating Officer) Option Ex 24,200 10.98 265,716
2008-12-10 Noonan Jack (Director) Sale 1,000 34.34 34,340
2008-12-10 Noonan Jack (Director) Option Ex 1,000 2.77 2,770
2008-12-09 Huang Tao (Chief Operating Officer) Sale 21,900 33.25 728,262
2008-12-09 Huang Tao (Chief Operating Officer) Option Ex 21,900 10.98 240,462
2008-12-08 Mansueto Joseph D (Chairman & CEO) Sale 22,902 31.96 731,925
2008-12-08 Huang Tao (Chief Operating Officer) Sale 26,900 32.99 887,404
2008-12-08 Huang Tao (Chief Operating Officer) Option Ex 46,900 10.98 514,962
2008-12-05 Huang Tao (Chief Operating Officer) Sale 31,100 31.07 966,183
2008-12-05 Huang Tao (Chief Operating Officer) Option Ex 31,100 10.98 341,478
2008-12-04 Huang Tao (Chief Operating Officer) Sale 32,500 31.32 1,018,062
2008-12-04 Huang Tao (Chief Operating Officer) Option Ex 52,500 10.98 576,450
2008-12-04 Phillips Donald James Ii (Managing Director) Sale 2,500 31.00 77,512
2008-12-04 Phillips Donald James Ii (Managing Director) Option Ex 12,000 6.88 82,500
2008-12-03 Mansueto Joseph D (Chairman & CEO) Sale 20,000 30.27 605,460
2008-12-03 Huang Tao (Chief Operating Officer) Option Ex 10,000 10.98 109,800
2008-12-02 Mansueto Joseph D (Chairman & CEO) Sale 20,000 29.83 596,680
2008-12-02 Huang Tao (Chief Operating Officer) Option Ex 10,000 10.98 109,800
2008-11-26 Mansueto Joseph D (Chairman & CEO) Sale 20,000 30.77 615,340
2008-11-25 Mansueto Joseph D (Chairman & CEO) Sale 20,000 30.07 601,300
2008-11-24 Mansueto Joseph D (Chairman & CEO) Sale 20,000 28.97 579,460
2008-11-20 Boruff Christopher P (President, Advisor Business) Option Ex 3,570 10.98 39,198
2008-11-18 Mansueto Joseph D (Chairman & CEO) Sale 25,000 29.63 740,675
2008-11-17 Mansueto Joseph D (Chairman & CEO) Sale 14,248 30.01 427,610
2008-11-12 Mansueto Joseph D (Chairman & CEO) Sale 20,000 32.06 641,240
2008-11-12 Odelbo Catherine Gillis (President, Individual Business) Option Ex 26,750 19.36 517,826
2008-11-11 Mansueto Joseph D (Chairman & CEO) Sale 20,000 31.79 635,800
2008-11-10 Mansueto Joseph D (Chairman & CEO) Sale 6,130 33.80 207,200
2008-11-10 Boruff Christopher P (President, Advisor Business) Option Ex 3,924 10.98 43,085
2008-11-10 Noonan Jack (Director) Sale 1,000 34.68 34,680
2008-11-10 Noonan Jack (Director) Option Ex 1,000 2.77 2,770
2008-11-07 Mansueto Joseph D (Chairman & CEO) Sale 15,000 33.45 501,795
2008-11-06 Phillips Donald James Ii (Managing Director) Sale 300 35.02 10,504
2008-11-06 Phillips Donald James Ii (Managing Director) Option Ex 9,800 8.45 82,810
2008-11-05 Mansueto Joseph D (Chairman & CEO) Sale 15,000 35.58 533,625
2008-11-04 Mansueto Joseph D (Chairman & CEO) Sale 25,000 35.59 889,800
2008-11-03 Desmond Bevin (President, Int'l Business) Option Ex 2,673 6.88 18,376
2008-10-29 Mansueto Joseph D (Chairman & CEO) Sale 29,400 39.94 1,174,118
2008-10-29 Boruff Christopher P (President, Advisor Business) Sale 3,000 39.50 118,500
2008-10-28 Mansueto Joseph D (Chairman & CEO) Sale 1,700 40.86 69,468
2008-10-27 Mansueto Joseph D (Chairman & CEO) Sale 1,600 42.67 68,268
2008-10-23 Mansueto Joseph D (Chairman & CEO) Sale 211 50.49 10,653
2008-10-23 Phillips Donald James Ii (Managing Director) Sale 10,000 47.43 474,320
2008-10-23 Phillips Donald James Ii (Managing Director) Option Ex 10,000 14.13 141,300
2008-10-23 Boruff Christopher P (President, Advisor Business) Sale 3,000 49.19 147,561
2008-10-21 Mansueto Joseph D (Chairman & CEO) Sale 1,436 54.70 78,549
2008-10-20 Mansueto Joseph D (Chairman & CEO) Sale 19,600 51.94 1,018,082
2008-10-16 Mansueto Joseph D (Chairman & CEO) Sale 10,000 47.73 477,250
2008-10-16 Phillips Donald James Ii (Managing Director) Sale 10,000 47.36 473,640
2008-10-16 Phillips Donald James Ii (Managing Director) Option Ex 10,000 14.13 141,300
2008-10-15 Boruff Christopher P (President, Advisor Business) Sale 3,000 48.59 145,755
2008-10-14 Mansueto Joseph D (Chairman & CEO) Sale 10,000 50.62 506,190
2008-10-13 Mansueto Joseph D (Chairman & CEO) Sale 10,000 49.45 494,470
2008-10-13 Williams David W (Managing Director, Design) Option Ex 4,788 2.77 13,262
2008-10-10 Noonan Jack (Director) Sale 1,000 47.53 47,530
2008-10-10 Noonan Jack (Director) Option Ex 1,000 2.77 2,770
2008-10-09 Mansueto Joseph D (Chairman & CEO) Sale 10,000 55.55 555,480
2008-10-09 Phillips Donald James Ii (Managing Director) Sale 10,000 52.67 526,660
2008-10-09 Phillips Donald James Ii (Managing Director) Option Ex 10,000 14.13 141,300
2008-10-08 Mansueto Joseph D (Chairman & CEO) Sale 10,000 55.18 551,800
2008-10-07 Mansueto Joseph D (Chairman & CEO) Sale 6,735 53.56 360,740
2008-10-07 Boruff Christopher P (President, Advisor Business) Sale 3,000 53.58 160,752
2008-10-03 Mansueto Joseph D (Chairman & CEO) Sale 10,000 59.12 591,230
2008-10-03 Huang Tao (Chief Operating Officer) Sale 1,130 60.38 68,230
2008-10-03 Huang Tao (Chief Operating Officer) Option Ex 1,130 10.98 12,407
2008-10-02 Huang Tao (Chief Operating Officer) Sale 2,200 60.02 132,044
2008-10-02 Huang Tao (Chief Operating Officer) Option Ex 2,200 10.98 24,156
2008-10-02 Phillips Donald James Ii (Managing Director) Sale 25,000 58.56 1,463,900
2008-10-02 Phillips Donald James Ii (Managing Director) Option Ex 44,000 8.45 371,798
2008-10-01 Mansueto Joseph D (Chairman & CEO) Sale 10,000 55.33 553,290
2008-10-01 Sturm Paul W (Director) Sale 10,000 56.89 568,930
2008-09-30 Mansueto Joseph D (Chairman & CEO) Sale 10,000 53.96 539,590
2008-09-25 Mansueto Joseph D (Chairman & CEO) Sale 10,000 57.96 579,640
2008-09-25 Phillips Donald James Ii (Managing Director) Sale 12,500 57.21 715,075
2008-09-25 Phillips Donald James Ii (Managing Director) Option Ex 12,500 14.13 176,625
2008-09-24 Mansueto Joseph D (Chairman & CEO) Sale 4,000 63.27 253,092
2008-09-23 Mansueto Joseph D (Chairman & CEO) Sale 58 59.75 3,465
2008-09-22 Huang Tao (Chief Operating Officer) Sale 831 60.02 49,879
2008-09-22 Huang Tao (Chief Operating Officer) Option Ex 831 10.98 9,124
2008-09-22 Phillips Donald James Ii (Managing Director) Sale 351 64.00 22,464
2008-09-22 Phillips Donald James Ii (Managing Director) Option Ex 351 14.13 4,959
2008-09-19 Mansueto Joseph D (Chairman & CEO) Sale 10,000 61.65 616,510
2008-09-19 Huang Tao (Chief Operating Officer) Sale 10,000 62.91 629,050
2008-09-19 Huang Tao (Chief Operating Officer) Option Ex 10,000 10.98 109,800
2008-09-19 Phillips Donald James Ii (Managing Director) Sale 2,300 61.22 140,799
2008-09-19 Phillips Donald James Ii (Managing Director) Option Ex 2,300 14.13 32,499
2008-09-18 Mansueto Joseph D (Chairman & CEO) Sale 10,000 55.92 559,230
2008-09-18 Phillips Donald James Ii (Managing Director) Sale 10,200 55.94 570,618
2008-09-18 Phillips Donald James Ii (Managing Director) Option Ex 10,200 14.13 144,126
2008-09-17 Mansueto Joseph D (Chairman & CEO) Sale 100 59.08 5,908
2008-09-16 Mansueto Joseph D (Chairman & CEO) Sale 2,400 59.84 143,613
2008-09-16 Huang Tao (Chief Operating Officer) Sale 300 60.45 18,135
2008-09-16 Huang Tao (Chief Operating Officer) Option Ex 300 10.98 3,294
2008-09-15 Huang Tao (Chief Operating Officer) Sale 10,000 60.08 600,760
2008-09-15 Huang Tao (Chief Operating Officer) Option Ex 10,000 10.98 109,800
2008-09-11 Mansueto Joseph D (Chairman & CEO) Sale 6,620 62.01 410,512
2008-09-11 Phillips Donald James Ii (Managing Director) Sale 12,500 61.60 769,962
2008-09-11 Phillips Donald James Ii (Managing Director) Option Ex 12,500 14.13 176,625
2008-09-11 Noonan Jack (Director) Sale 1,000 63.49 63,495
2008-09-11 Noonan Jack (Director) Option Ex 1,000 2.77 2,770
2008-09-10 Mansueto Joseph D (Chairman & CEO) Sale 400 63.80 25,518
2008-09-09 Mansueto Joseph D (Chairman & CEO) Sale 4,400 66.65 293,254
2008-09-08 Mansueto Joseph D (Chairman & CEO) Sale 8,000 67.63 541,016
2008-09-05 Mansueto Joseph D (Chairman & CEO) Sale 1,100 66.17 72,782
2008-09-04 Phillips Donald James Ii (Managing Director) Sale 15,000 65.97 989,579
2008-09-04 Phillips Donald James Ii (Managing Director) Option Ex 24,500 8.45 207,024
2008-09-03 Mansueto Joseph D (Chairman & CEO) Sale 8,000 67.21 537,712
2008-09-03 Williams David W (Managing Director, Design) Sale 2,000 66.42 132,844
2008-09-03 Williams David W (Managing Director, Design) Option Ex 2,000 17.19 34,380
2008-09-02 Mansueto Joseph D (Chairman & CEO) Sale 8,000 67.38 539,056
2008-09-02 Sturm Paul W (Director) Sale 10,000 66.41 664,100
2008-08-28 Mansueto Joseph D (Chairman & CEO) Sale 8,000 64.04 512,352
2008-08-28 Phillips Donald James Ii (Managing Director) Sale 15,000 65.19 977,790
2008-08-28 Phillips Donald James Ii (Managing Director) Option Ex 15,000 14.13 211,950
2008-08-27 Mansueto Joseph D (Chairman & CEO) Sale 8,000 63.32 506,568
2008-08-26 Mansueto Joseph D (Chairman & CEO) Sale 5,164 63.14 326,065
2008-08-22 Phillips Donald James Ii (Managing Director) Sale 2,500 64.01 160,032

Insider trading activities including stock purchases, stock sales, and option exercises of MORN listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Morningstar, Inc. (symbol MORN, CIK number 1289419) see the Securities and Exchange Commission (SEC) website.