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Insider Trading: Morningstar, Inc. , Part 2
Monthly summaries of insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Morningstar, Inc. in the last 24 months are illustrated in figures 1 and 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 $65,239.
The total value of stock sales is $572,003,306.
The total value of stock exercises is $28,876,634.
1 year stock price chart,
1 day stock price chart
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Figure 1. Monthly insider transaction values at Morningstar, Inc. (MORN) in the past 24 months.
The trade values of insider stock buys, sales, and option exercises are in logarithmic scale
as shown on the right axis labels.
The detailed monthly and daily insider transactions are listed in the 2 tables below.
08 09 10 11 12 01 2007 02 03 04 05 06 07 08 09 10 11 12 01 2008 02 03 04 05 06 07 -
Figure 2. Average prices of insider buys, sales, and option exercises at Morningstar, Inc. (MORN) in the past 24 months. See table 2 for insider transaction details.
08 09 10 11 12 01 2007 02 03 04 05 06 07 08 09 10 11 12 01 2008 02 03 04 05 06 07 -
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Table 2. Detailed insider stock purchases, sales, and option exercises
for Morningstar, Inc. (MORN) , Part 2
| Trade Date |
Insider Name |
Trade Type |
Shares |
Price ($) |
Value ($) |
| 2008-05-16 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-15 | Phillips Donald James Ii (Managing Director) | Sale | 17,600 | 72.96 | 1,280,662 |
| 2008-05-15 | Phillips Donald James Ii (Managing Director) | Option Exercise | 17,500 | 14.13 | 247,275 |
| 2008-05-15 | Francis Cheryl A (Director) | Sale | 500 | 73.12 | 36,560 |
| 2008-05-15 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-14 | Mansueto Joseph D (Chairman & CEO) | Sale | 7,000 | 73.98 | 517,895 |
| 2008-05-14 | Rekenthaler John A (VP, Research & New Prod. Dev.) | Option Exercise | 60,000 | 2.77 | 166,200 |
| 2008-05-14 | Francis Cheryl A (Director) | Sale | 500 | 74.05 | 37,025 |
| 2008-05-14 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-13 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 73.79 | 590,168 |
| 2008-05-13 | Francis Cheryl A (Director) | Sale | 500 | 73.70 | 36,850 |
| 2008-05-13 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-12 | Robbins Richard E (General Counsel and Secretary) | Sale | 500 | 73.72 | 36,857 |
| 2008-05-12 | Robbins Richard E (General Counsel and Secretary) | Option Exercise | 500 | 35.65 | 17,823 |
| 2008-05-12 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 74.19 | 592,934 |
| 2008-05-12 | Huang Tao (Chief Operating Officer) | Sale | 5,000 | 73.55 | 367,138 |
| 2008-05-12 | Huang Tao (Chief Operating Officer) | Option Exercise | 5,000 | 10.98 | 54,900 |
| 2008-05-12 | Noonan Jack (Director) | Sale | 1,000 | 73.79 | 73,790 |
| 2008-05-12 | Noonan Jack (Director) | Option Exercise | 1,000 | 2.77 | 2,770 |
| 2008-05-09 | Francis Cheryl A (Director) | Sale | 500 | 73.28 | 36,640 |
| 2008-05-09 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-08 | Phillips Donald James Ii (Managing Director) | Sale | 17,500 | 73.34 | 1,284,562 |
| 2008-05-08 | Phillips Donald James Ii (Managing Director) | Option Exercise | 17,500 | 14.13 | 247,275 |
| 2008-05-08 | Francis Cheryl A (Director) | Sale | 500 | 75.36 | 37,680 |
| 2008-05-08 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-07 | Mansueto Joseph D (Chairman & CEO) | Sale | 7,900 | 76.10 | 601,293 |
| 2008-05-07 | Odelbo Catherine Gillis (President, Individual Business) | Sale | 11,500 | 76.05 | 874,213 |
| 2008-05-07 | Odelbo Catherine Gillis (President, Individual Business) | Option Exercise | 11,500 | 18.97 | 218,115 |
| 2008-05-07 | Williams David W (Managing Director, Design) | Sale | 2,000 | 75.03 | 150,055 |
| 2008-05-07 | Williams David W (Managing Director, Design) | Option Exercise | 2,000 | 16.96 | 33,921 |
| 2008-05-07 | Francis Cheryl A (Director) | Sale | 500 | 74.68 | 37,340 |
| 2008-05-07 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-06 | Mansueto Joseph D (Chairman & CEO) | Sale | 7,900 | 74.98 | 592,302 |
| 2008-05-06 | Francis Cheryl A (Director) | Sale | 500 | 73.09 | 36,545 |
| 2008-05-06 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-05 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 74.19 | 595,290 |
| 2008-05-05 | Odelbo Catherine Gillis (President, Individual Business) | Sale | 26,500 | 74.84 | 1,975,527 |
| 2008-05-05 | Odelbo Catherine Gillis (President, Individual Business) | Option Exercise | 26,500 | 16.96 | 449,352 |
| 2008-05-05 | Huang Tao (Chief Operating Officer) | Sale | 7,500 | 72.45 | 544,640 |
| 2008-05-05 | Huang Tao (Chief Operating Officer) | Option Exercise | 7,500 | 10.98 | 82,350 |
| 2008-05-05 | Francis Cheryl A (Director) | Sale | 500 | 72.08 | 36,040 |
| 2008-05-05 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-02 | Robbins Richard E (General Counsel and Secretary) | Sale | 4,000 | 70.53 | 281,746 |
| 2008-05-02 | Robbins Richard E (General Counsel and Secretary) | Option Exercise | 4,000 | 35.61 | 142,422 |
| 2008-05-02 | Odelbo Catherine Gillis (President, Individual Business) | Sale | 3,000 | 66.10 | 198,295 |
| 2008-05-02 | Odelbo Catherine Gillis (President, Individual Business) | Option Exercise | 3,000 | 16.95 | 50,852 |
| 2008-05-02 | Huang Tao (Chief Operating Officer) | Sale | 5,000 | 70.52 | 352,195 |
| 2008-05-02 | Huang Tao (Chief Operating Officer) | Option Exercise | 5,000 | 10.98 | 54,900 |
| 2008-05-02 | Sturm Paul W (Director) | Sale | 10,000 | 70.54 | 704,413 |
| 2008-05-02 | Phillips Donald James Ii (Managing Director) | Sale | 5,000 | 68.67 | 343,337 |
| 2008-05-02 | Phillips Donald James Ii (Managing Director) | Option Exercise | 5,000 | 14.13 | 70,650 |
| 2008-05-02 | Francis Cheryl A (Director) | Sale | 500 | 70.00 | 35,000 |
| 2008-05-02 | Francis Cheryl A (Director) | Option Exercise | 500 | 8.57 | 4,285 |
| 2008-05-01 | Sturm Paul W (Director) | Sale | 9,900 | 59.98 | 594,142 |
| 2008-05-01 | Phillips Donald James Ii (Managing Director) | Sale | 12,500 | 60.07 | 750,843 |
| 2008-05-01 | Phillips Donald James Ii (Managing Director) | Option Exercise | 22,000 | 8.45 | 185,899 |
| 2008-04-30 | Mansueto Joseph D (Chairman & CEO) | Sale | 6,600 | 58.48 | 385,899 |
| 2008-04-29 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 57.94 | 463,255 |
| 2008-04-28 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 57.88 | 462,910 |
| 2008-04-24 | Phillips Donald James Ii (Managing Director) | Sale | 12,500 | 57.61 | 721,217 |
| 2008-04-24 | Phillips Donald James Ii (Managing Director) | Option Exercise | 12,500 | 14.13 | 176,625 |
| 2008-04-23 | Mansueto Joseph D (Chairman & CEO) | Sale | 13,068 | 55.52 | 725,443 |
| 2008-04-22 | Mansueto Joseph D (Chairman & CEO) | Sale | 456 | 55.61 | 25,358 |
| 2008-04-21 | Mansueto Joseph D (Chairman & CEO) | Sale | 400 | 56.59 | 22,637 |
| 2008-04-18 | Cooley Richard Scott (Chief Financial Officer) | Option Exercise | 3,060 | 14.13 | 43,237 |
| 2008-04-17 | Phillips Donald James Ii (Managing Director) | Sale | 10,000 | 56.20 | 560,111 |
| 2008-04-17 | Phillips Donald James Ii (Managing Director) | Option Exercise | 10,000 | 14.13 | 141,300 |
| 2008-04-16 | Cooley Richard Scott (Chief Financial Officer) | Option Exercise | 5,500 | 8.33 | 45,793 |
| 2008-04-16 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 57.47 | 459,325 |
| 2008-04-16 | Sturm Paul W (Director) | Sale | 8,100 | 59.75 | 483,815 |
| 2008-04-15 | Mansueto Joseph D (Chairman & CEO) | Sale | 500 | 59.28 | 29,638 |
| 2008-04-14 | Mansueto Joseph D (Chairman & CEO) | Sale | 1,700 | 61.04 | 103,762 |
| 2008-04-14 | Sturm Paul W (Director) | Sale | 6,200 | 60.14 | 371,089 |
| 2008-04-10 | Phillips Donald James Ii (Managing Director) | Sale | 12,500 | 62.55 | 781,984 |
| 2008-04-10 | Phillips Donald James Ii (Managing Director) | Option Exercise | 12,500 | 14.13 | 176,625 |
| 2008-04-10 | Noonan Jack (Director) | Sale | 1,000 | 62.97 | 62,970 |
| 2008-04-10 | Noonan Jack (Director) | Option Exercise | 1,000 | 2.77 | 2,770 |
| 2008-04-09 | Mansueto Joseph D (Chairman & CEO) | Sale | 402 | 64.68 | 26,001 |
| 2008-04-08 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 64.41 | 515,280 |
| 2008-04-07 | Mansueto Joseph D (Chairman & CEO) | Sale | 4,734 | 65.01 | 307,744 |
| 2008-04-07 | Odelbo Catherine Gillis (President, Individual Business) | Sale | 1,000 | 65.72 | 65,720 |
| 2008-04-07 | Odelbo Catherine Gillis (President, Individual Business) | Option Exercise | 1,000 | 16.90 | 16,902 |
| 2008-04-03 | Phillips Donald James Ii (Managing Director) | Sale | 45,000 | 66.41 | 2,990,523 |
| 2008-04-03 | Phillips Donald James Ii (Managing Director) | Option Exercise | 73,500 | 8.45 | 621,072 |
| 2008-04-02 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 65.69 | 525,520 |
| 2008-04-01 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 62.54 | 499,573 |
| 2008-04-01 | Phillips Donald James Ii (Managing Director) | Sale | 1,900 | 64.06 | 121,710 |
| 2008-04-01 | Phillips Donald James Ii (Managing Director) | Option Exercise | 1,900 | 14.13 | 26,847 |
| 2008-03-27 | Phillips Donald James Ii (Managing Director) | Sale | 13,100 | 62.21 | 816,387 |
| 2008-03-27 | Phillips Donald James Ii (Managing Director) | Option Exercise | 13,100 | 14.13 | 185,103 |
| 2008-03-26 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,317 | 63.09 | 509,814 |
| 2008-03-25 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 65.96 | 527,645 |
| 2008-03-24 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 64.08 | 511,312 |
| 2008-03-24 | Phillips Donald James Ii (Managing Director) | Sale | 2,500 | 64.09 | 160,217 |
| 2008-03-24 | Phillips Donald James Ii (Managing Director) | Option Exercise | 2,500 | 14.13 | 35,325 |
| 2008-03-20 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 60.96 | 487,646 |
| 2008-03-20 | Phillips Donald James Ii (Managing Director) | Sale | 12,500 | 61.19 | 765,374 |
| 2008-03-20 | Phillips Donald James Ii (Managing Director) | Option Exercise | 12,500 | 14.13 | 176,625 |
| 2008-03-19 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 63.05 | 504,275 |
| 2008-03-18 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 60.40 | 482,986 |
| 2008-03-13 | Phillips Donald James Ii (Managing Director) | Sale | 12,500 | 60.73 | 760,802 |
| 2008-03-13 | Phillips Donald James Ii (Managing Director) | Option Exercise | 12,500 | 14.13 | 176,625 |
| 2008-03-12 | Mansueto Joseph D (Chairman & CEO) | Sale | 3,400 | 61.72 | 209,855 |
| 2008-03-12 | Sturm Paul W (Director) | Sale | 5,000 | 60.98 | 303,832 |
| 2008-03-11 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 61.43 | 490,961 |
| 2008-03-10 | Mansueto Joseph D (Chairman & CEO) | Sale | 200 | 60.72 | 12,143 |
| 2008-03-10 | Noonan Jack (Director) | Sale | 1,000 | 60.50 | 60,500 |
| 2008-03-10 | Noonan Jack (Director) | Option Exercise | 1,000 | 2.77 | 2,770 |
| 2008-03-06 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 64.00 | 511,986 |
| 2008-03-06 | Phillips Donald James Ii (Managing Director) | Sale | 14,900 | 63.81 | 951,468 |
| 2008-03-06 | Phillips Donald James Ii (Managing Director) | Option Exercise | 24,500 | 8.45 | 207,024 |
| 2008-03-05 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 63.71 | 509,718 |
| 2008-03-04 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 64.47 | 515,593 |
| 2008-02-28 | Rekenthaler John A (VP, Research & New Prod. Dev.) | Option Exercise | 30,000 | 2.77 | 83,100 |
| 2008-02-28 | Phillips Donald James Ii (Managing Director) | Sale | 15,000 | 65.63 | 981,074 |
| 2008-02-28 | Phillips Donald James Ii (Managing Director) | Option Exercise | 15,000 | 14.13 | 211,950 |
| 2008-02-27 | Mansueto Joseph D (Chairman & CEO) | Sale | 1,200 | 66.59 | 79,908 |
| 2008-02-27 | Sturm Paul W (Director) | Sale | 5,000 | 65.99 | 329,135 |
| 2008-02-26 | Lyons William M (Director) | Purchase | 1,000 | 65.24 | 65,239 |
| 2008-02-26 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 65.13 | 523,738 |
| 2008-02-25 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 63.58 | 508,600 |
| 2008-02-22 | Huang Tao (Chief Operating Officer) | Option Exercise | 10,000 | 10.98 | 109,800 |
| 2008-02-21 | Mansueto Joseph D (Chairman & CEO) | Sale | 2,693 | 67.57 | 181,968 |
| 2008-02-21 | Phillips Donald James Ii (Managing Director) | Sale | 15,000 | 66.69 | 996,358 |
| 2008-02-21 | Phillips Donald James Ii (Managing Director) | Option Exercise | 15,000 | 14.13 | 211,950 |
| 2008-02-20 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 67.01 | 536,089 |
| 2008-02-19 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 66.73 | 532,805 |
| 2008-02-14 | Phillips Donald James Ii (Managing Director) | Sale | 15,000 | 65.91 | 989,967 |
| 2008-02-14 | Phillips Donald James Ii (Managing Director) | Option Exercise | 15,000 | 14.13 | 211,950 |
| 2008-02-13 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,300 | 67.47 | 553,912 |
| 2008-02-13 | Sturm Paul W (Director) | Sale | 5,000 | 67.20 | 334,731 |
| 2008-02-13 | Reinkemeyer Patrick J (President, Morningstar Assocs.) | Option Exercise | 6,702 | 10.98 | 73,587 |
| 2008-02-12 | Reinkemeyer Patrick J (President, Morningstar Assocs.) | Option Exercise | 17,322 | 2.77 | 47,981 |
| 2008-02-11 | Mansueto Joseph D (Chairman & CEO) | Sale | 6,800 | 64.02 | 435,336 |
| 2008-02-11 | Noonan Jack (Director) | Sale | 1,000 | 63.60 | 63,596 |
| 2008-02-11 | Noonan Jack (Director) | Option Exercise | 1,000 | 2.77 | 2,770 |
| 2008-02-07 | Phillips Donald James Ii (Managing Director) | Sale | 15,000 | 63.26 | 951,808 |
| 2008-02-07 | Phillips Donald James Ii (Managing Director) | Option Exercise | 24,500 | 6.56 | 160,638 |
| 2008-02-06 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 63.33 | 506,640 |
| 2008-02-05 | Mansueto Joseph D (Chairman & CEO) | Sale | 1,400 | 66.63 | 93,277 |
| 2008-02-04 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 66.14 | 529,080 |
| 2008-01-31 | Williams David W (Managing Director, Design) | Option Exercise | 4,005 | 2.77 | 11,093 |
| 2008-01-30 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 61.82 | 494,577 |
| 2008-01-30 | Sturm Paul W (Director) | Sale | 5,000 | 62.75 | 311,219 |
| 2008-01-28 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 62.35 | 498,800 |
| 2008-01-25 | Boruff Christopher P (President, Advisor Business) | Option Exercise | 8,469 | 2.77 | 23,459 |
| 2008-01-24 | Mansueto Joseph D (Chairman & CEO) | Sale | 16,000 | 63.42 | 1,014,936 |
| 2008-01-24 | Phillips Donald James Ii (Managing Director) | Sale | 15,000 | 63.68 | 954,859 |
| 2008-01-24 | Phillips Donald James Ii (Managing Director) | Option Exercise | 15,000 | 2.77 | 41,550 |
| 2008-01-23 | Mansueto Joseph D (Chairman & CEO) | Sale | 8,000 | 60.07 | 480,560 |
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Insider trading activities including stock purchases, stock sales, and option exercises
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.
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