Insider Trading activities of Morningstar, Inc. insiders. , Part 2

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 $813,469,676.
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 2
  Trade Date   Insider Name Trade Type     Shares       Price ($)   Value ($)
2013-06-18 Boruff Christopher P (Head of Global Products) Sale 5,000 74.95 374,775
2013-06-18 Noonan Jack (Director) Sale 1,000 74.97 74,966
2013-06-18 Noonan Jack (Director) Option Ex 1,000 20.98 20,980
2013-06-06 Boruff Christopher P (Head of Global Products) Sale 5,000 70.39 351,955
2013-05-22 Boruff Christopher P (Head of Global Products) Sale 5,000 70.08 350,415
2013-05-20 Noonan Jack (Director) Sale 1,000 70.57 70,569
2013-05-20 Noonan Jack (Director) Option Ex 1,000 20.91 20,910
2013-05-14 Williams David W (Head of Design and Marketing) Sale 1,000 70.00 70,000
2013-05-07 Boruff Christopher P (Head of Global Products) Sale 5,000 66.76 333,800
2013-04-18 Noonan Jack (Director) Sale 1,000 64.05 64,047
2013-04-18 Noonan Jack (Director) Option Ex 1,000 20.83 20,830
2013-04-02 Williams David W (Managing Director, Design) Sale 782 70.00 54,740
2013-04-01 Williams David W (Managing Director, Design) Sale 218 70.00 15,260
2013-03-28 Williams David W (Managing Director, Design) Sale 1,000 70.00 70,000
2013-03-18 Williams David W (Managing Director, Design) Sale 1,000 69.05 69,054
2013-03-18 Noonan Jack (Director) Sale 1,000 69.26 69,264
2013-03-18 Noonan Jack (Director) Option Ex 1,000 20.76 20,760
2013-03-14 Williams David W (Managing Director, Design) Sale 691 70.00 48,370
2013-03-13 Williams David W (Managing Director, Design) Sale 309 70.00 21,630
2013-03-11 Williams David W (Managing Director, Design) Sale 2,000 69.26 138,520
2013-03-04 Williams David W (Managing Director, Design) Sale 2,000 68.42 136,842
2013-03-01 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 68.58 137,154
2013-02-28 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 68.40 136,804
2013-02-27 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 67.80 135,598
2013-02-26 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 68.24 136,474
2013-02-25 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 68.71 137,420
2013-02-25 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 25.50 51,000
2013-02-25 Williams David W (Managing Director, Design) Sale 2,000 68.74 137,476
2013-02-22 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 68.53 137,066
2013-02-22 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 25.49 50,980
2013-02-21 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 69.03 138,070
2013-02-21 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 25.49 50,986
2013-02-20 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 69.65 139,296
2013-02-20 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 25.49 50,980
2013-02-20 Williams David W (Managing Director, Design) Sale 3,000 69.96 209,874
2013-02-19 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 69.89 139,782
2013-02-19 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 25.49 50,974
2013-02-19 Noonan Jack (Director) Sale 2,000 69.89 139,788
2013-02-19 Noonan Jack (Director) Option Ex 2,000 20.69 41,380
2013-01-25 Desmond Bevin (President, Int'l Division) Sale 18,919 66.16 1,251,643
2013-01-25 Desmond Bevin (President, Int'l Division) Option Ex 18,919 25.43 481,015
2013-01-24 Desmond Bevin (President, Int'l Division) Sale 2,331 66.04 153,932
2013-01-24 Desmond Bevin (President, Int'l Division) Option Ex 2,331 25.42 59,244
2012-12-19 Sturm Paul W (Director) Option Ex 12,000 25.31 303,744
2012-12-14 Odelbo Catherine Gillis (EVP, Strategy & Partnerships) Option Ex 2,000 57.28 114,560
2012-12-11 Robbins Richard E (General Counsel and Secretary) Sale 1,250 64.51 80,642
2012-12-11 Robbins Richard E (General Counsel and Secretary) Option Ex 1,250 43.29 54,107
2012-12-11 Williams David W (Managing Director, Design) Sale 1,000 65.00 65,000
2012-12-05 Kaplan Steven N (Director) Sale 3,000 62.67 188,013
2012-12-03 Sturm Paul W (Director) Sale 3,000 63.53 190,602
2012-11-28 Sturm Paul W (Director) Sale 500 62.70 31,349
2012-11-27 Robbins Richard E (General Counsel and Secretary) Sale 1,250 62.91 78,631
2012-11-27 Robbins Richard E (General Counsel and Secretary) Option Ex 1,250 43.22 54,018
2012-11-26 Noonan Jack (Director) Option Ex 12,000 8.57 102,840
2012-11-21 Sturm Paul W (Director) Sale 500 62.18 31,092
2012-11-19 Phillips Donald James Ii (President, Research) Sale 5,000 62.88 314,390
2012-11-14 Sturm Paul W (Director) Sale 500 61.66 30,829
2012-11-13 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 62.63 125,252
2012-11-13 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 20.47 40,934
2012-11-13 Robbins Richard E (General Counsel and Secretary) Sale 1,250 62.94 78,677
2012-11-13 Robbins Richard E (General Counsel and Secretary) Option Ex 1,250 43.14 53,930
2012-11-12 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 63.13 126,262
2012-11-12 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 20.46 40,930
2012-11-12 Phillips Donald James Ii (President, Research) Sale 5,000 63.13 315,645
2012-11-09 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 63.41 126,830
2012-11-09 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 20.46 40,916
2012-11-08 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 63.62 127,248
2012-11-08 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 20.46 40,912
2012-11-07 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 63.55 127,104
2012-11-07 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 20.45 40,906
2012-11-07 Kaplan Steven N (Director) Sale 3,000 63.54 190,626
2012-11-07 Sturm Paul W (Director) Sale 500 63.44 31,719
2012-11-06 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 63.90 127,796
2012-11-06 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 8.57 17,140
2012-11-06 Francis Cheryl A (Director) Sale 400 64.00 25,599
2012-11-06 Francis Cheryl A (Director) Option Ex 400 25.19 10,076
2012-11-05 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 63.52 127,048
2012-11-05 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 8.57 17,140
2012-11-05 Phillips Donald James Ii (President, Research) Sale 5,000 63.52 317,620
2012-11-05 Francis Cheryl A (Director) Sale 500 63.25 31,627
2012-11-05 Francis Cheryl A (Director) Option Ex 500 25.19 12,593
2012-11-02 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 64.17 128,344
2012-11-02 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 8.57 17,140
2012-11-02 Francis Cheryl A (Director) Sale 500 64.26 32,131
2012-11-02 Francis Cheryl A (Director) Option Ex 500 25.18 12,589
2012-11-01 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 64.27 128,532
2012-11-01 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 8.57 17,140
2012-11-01 Robbins Richard E (General Counsel and Secretary) Sale 1,302 64.36 83,794
2012-11-01 Robbins Richard E (General Counsel and Secretary) Option Ex 150 43.08 6,462
2012-11-01 Sturm Paul W (Director) Sale 3,000 63.87 191,622
2012-11-01 Phillips Donald James Ii (President, Research) Sale 2,305 64.29 148,179
2012-11-01 Desmond Bevin (President, Int'l Division) Sale 2,309 64.28 148,424
2012-11-01 Desmond Bevin (President, Int'l Division) Option Ex 2,309 8.57 19,788
2012-11-01 Boruff Christopher P (President, Software Division) Sale 2,500 63.84 159,602
2012-11-01 Boruff Christopher P (President, Software Division) Option Ex 2,500 8.57 21,425
2012-11-01 Francis Cheryl A (Director) Sale 500 62.89 31,444
2012-11-01 Francis Cheryl A (Director) Option Ex 500 25.18 12,588
2012-10-31 Cooley Richard Scott (Chief Financial Officer) Sale 2,000 62.59 125,184
2012-10-31 Cooley Richard Scott (Chief Financial Officer) Option Ex 2,000 8.57 17,140
2012-10-31 Robbins Richard E (General Counsel and Secretary) Sale 2,671 62.70 167,461
2012-10-31 Robbins Richard E (General Counsel and Secretary) Option Ex 1,100 43.08 47,385
2012-10-31 Sturm Paul W (Director) Sale 500 62.47 31,233
2012-10-31 Phillips Donald James Ii (President, Research) Sale 2,695 62.67 168,909
2012-10-31 Desmond Bevin (President, Int'l Division) Sale 5,191 62.66 325,247
2012-10-31 Desmond Bevin (President, Int'l Division) Option Ex 5,191 8.57 44,486
2012-10-31 Francis Cheryl A (Director) Sale 500 62.48 31,240
2012-10-31 Francis Cheryl A (Director) Option Ex 500 25.17 12,586
2012-10-24 Sturm Paul W (Director) Sale 500 63.64 31,818
2012-10-22 Phillips Donald James Ii (President, Research) Sale 5,000 63.29 316,450
2012-10-17 Sturm Paul W (Director) Sale 500 64.22 32,109
2012-10-16 Desmond Bevin (President, Int'l Division) Sale 2,414 64.23 155,053
2012-10-16 Desmond Bevin (President, Int'l Division) Option Ex 2,414 25.13 60,666
2012-10-15 Phillips Donald James Ii (President, Research) Sale 5,000 63.95 319,770
2012-10-15 Desmond Bevin (President, Int'l Division) Sale 7,087 64.03 453,816
2012-10-15 Desmond Bevin (President, Int'l Division) Option Ex 7,087 22.76 161,328
2012-10-11 Desmond Bevin (President, Int'l Division) Sale 681 64.01 43,592
2012-10-11 Desmond Bevin (President, Int'l Division) Option Ex 681 20.39 13,886
2012-10-10 Sturm Paul W (Director) Sale 500 63.38 31,690
2012-10-09 Desmond Bevin (President, Int'l Division) Sale 700 64.02 44,814
2012-10-09 Desmond Bevin (President, Int'l Division) Option Ex 700 20.39 14,270
2012-10-08 Phillips Donald James Ii (President, Research) Sale 5,000 63.80 318,990
2012-10-08 Desmond Bevin (President, Int'l Division) Sale 303 64.01 19,394
2012-10-08 Desmond Bevin (President, Int'l Division) Option Ex 303 20.39 6,176
2012-10-05 Desmond Bevin (President, Int'l Division) Sale 3,815 64.04 244,304
2012-10-05 Desmond Bevin (President, Int'l Division) Option Ex 3,815 20.38 77,742
2012-10-03 Sturm Paul W (Director) Sale 500 63.36 31,680
2012-10-01 Sturm Paul W (Director) Sale 7,641 63.03 481,635
2012-10-01 Phillips Donald James Ii (President, Research) Sale 5,000 63.54 317,710
2012-09-27 Sturm Paul W (Director) Sale 359 63.00 22,617
2012-09-26 Sturm Paul W (Director) Sale 500 62.06 31,028
2012-09-24 Phillips Donald James Ii (President, Research) Sale 5,000 62.49 312,440
2012-09-19 Sturm Paul W (Director) Sale 500 61.88 30,940
2012-09-17 Phillips Donald James Ii (President, Research) Sale 5,000 61.58 307,900
2012-09-12 Sturm Paul W (Director) Sale 500 61.00 30,498
2012-09-10 Phillips Donald James Ii (President, Research) Sale 5,000 60.72 303,605
2012-09-06 Sturm Paul W (Director) Sale 3,000 60.55 181,665
2012-09-05 Kaplan Steven N (Director) Sale 3,000 59.90 179,697
2012-09-05 Sturm Paul W (Director) Sale 500 59.63 29,816
2012-09-04 Phillips Donald James Ii (President, Research) Sale 5,000 59.14 295,705
2012-08-29 Sturm Paul W (Director) Sale 500 58.92 29,458
2012-08-27 Phillips Donald James Ii (President, Research) Sale 5,000 58.57 292,840
2012-08-22 Sturm Paul W (Director) Sale 500 58.00 29,000
2012-08-20 Phillips Donald James Ii (President, Research) Sale 5,000 57.61 288,055
2012-08-15 Sturm Paul W (Director) Sale 500 58.00 29,000
2012-08-13 Phillips Donald James Ii (President, Research) Sale 5,000 58.27 291,370
2012-08-08 Sturm Paul W (Director) Sale 500 58.00 29,000
2012-08-06 Phillips Donald James Ii (President, Research) Sale 5,000 57.65 288,225
2012-08-01 Sturm Paul W (Director) Sale 500 58.16 29,080
2012-07-30 Phillips Donald James Ii (President, Fund Research) Sale 5,000 58.17 290,875
2012-07-30 Williams David W (Managing Director, Design) Sale 500 58.44 29,219

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.