Insider Trading activities of Morningstar, Inc. insiders. , Part 9

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 9
  Trade Date   Insider Name Trade Type     Shares       Price ($)   Value ($)
2009-06-04 Phillips Donald James Ii (Managing Director) Option Ex 6,250 14.13 88,312
2009-06-03 Huang Tao (Chief Operating Officer) Sale 15,100 41.49 626,529
2009-06-03 Huang Tao (Chief Operating Officer) Option Ex 15,100 14.13 213,363
2009-06-02 Mansueto Joseph D (Chairman & CEO) Sale 7,200 42.75 307,814
2009-06-02 Huang Tao (Chief Operating Officer) Sale 12,500 42.69 533,575
2009-06-02 Huang Tao (Chief Operating Officer) Option Ex 12,500 14.13 176,625
2009-06-01 Mansueto Joseph D (Chairman & CEO) Sale 8,000 41.97 335,768
2009-06-01 Huang Tao (Chief Operating Officer) Sale 14,900 41.93 624,697
2009-06-01 Huang Tao (Chief Operating Officer) Option Ex 14,900 14.13 210,537
2009-05-29 Huang Tao (Chief Operating Officer) Sale 17,200 40.99 705,114
2009-05-29 Huang Tao (Chief Operating Officer) Option Ex 17,200 14.13 243,036
2009-05-28 Mansueto Joseph D (Chairman & CEO) Sale 7,507 40.78 306,135
2009-05-28 Huang Tao (Chief Operating Officer) Sale 11,200 40.51 453,745
2009-05-28 Huang Tao (Chief Operating Officer) Option Ex 11,200 14.13 158,256
2009-05-28 Phillips Donald James Ii (Managing Director) Sale 6,250 40.43 252,668
2009-05-28 Phillips Donald James Ii (Managing Director) Option Ex 6,250 14.13 88,312
2009-05-27 Mansueto Joseph D (Chairman & CEO) Sale 8,000 41.17 329,344
2009-05-27 Huang Tao (Chief Operating Officer) Sale 14,900 41.36 616,249
2009-05-27 Huang Tao (Chief Operating Officer) Option Ex 14,900 14.13 210,537
2009-05-26 Mansueto Joseph D (Chairman & CEO) Sale 8,000 40.93 327,472
2009-05-26 Huang Tao (Chief Operating Officer) Sale 10,900 40.64 442,976
2009-05-26 Huang Tao (Chief Operating Officer) Option Ex 10,900 14.13 154,017
2009-05-22 Huang Tao (Chief Operating Officer) Sale 14,500 41.14 596,515
2009-05-22 Huang Tao (Chief Operating Officer) Option Ex 14,500 14.13 204,885
2009-05-21 Huang Tao (Chief Operating Officer) Sale 20,500 39.58 811,410
2009-05-21 Huang Tao (Chief Operating Officer) Option Ex 20,500 14.13 289,665
2009-05-21 Phillips Donald James Ii (Managing Director) Sale 6,250 39.64 247,737
2009-05-21 Phillips Donald James Ii (Managing Director) Option Ex 6,250 14.13 88,312
2009-05-20 Mansueto Joseph D (Chairman & CEO) Sale 8,000 39.54 316,344
2009-05-20 Huang Tao (Chief Operating Officer) Sale 20,500 40.09 821,763
2009-05-20 Huang Tao (Chief Operating Officer) Option Ex 20,500 14.13 289,665
2009-05-19 Mansueto Joseph D (Chairman & CEO) Sale 1,000 39.97 39,972
2009-05-19 Huang Tao (Chief Operating Officer) Sale 16,400 39.43 646,668
2009-05-19 Huang Tao (Chief Operating Officer) Option Ex 16,400 14.13 231,732
2009-05-19 Phillips Donald James Ii (Managing Director) Sale 1,250 40.00 50,000
2009-05-19 Phillips Donald James Ii (Managing Director) Option Ex 1,250 14.13 17,662
2009-05-18 Mansueto Joseph D (Chairman & CEO) Sale 8,000 38.51 308,080
2009-05-18 Huang Tao (Chief Operating Officer) Sale 14,500 39.13 567,370
2009-05-18 Huang Tao (Chief Operating Officer) Option Ex 14,500 14.13 204,885
2009-05-18 Phillips Donald James Ii (Managing Director) Sale 2,500 40.02 100,062
2009-05-18 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-05-15 Huang Tao (Chief Operating Officer) Sale 14,500 38.96 564,920
2009-05-15 Huang Tao (Chief Operating Officer) Option Ex 14,500 14.13 204,885
2009-05-14 Huang Tao (Chief Operating Officer) Sale 24,600 38.57 948,723
2009-05-14 Huang Tao (Chief Operating Officer) Option Ex 24,600 14.13 347,598
2009-05-14 Phillips Donald James Ii (Managing Director) Sale 2,500 38.57 96,417
2009-05-14 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-05-13 Huang Tao (Chief Operating Officer) Sale 34,500 38.94 1,343,464
2009-05-13 Huang Tao (Chief Operating Officer) Option Ex 54,500 12.55 684,247
2009-05-12 Mansueto Joseph D (Chairman & CEO) Sale 1,700 43.05 73,176
2009-05-12 Huang Tao (Chief Operating Officer) Sale 16,600 42.90 712,206
2009-05-12 Huang Tao (Chief Operating Officer) Option Ex 18,100 14.98 271,138
2009-05-11 Mansueto Joseph D (Chairman & CEO) Sale 8,000 42.48 339,832
2009-05-11 Huang Tao (Chief Operating Officer) Sale 14,200 42.46 602,946
2009-05-11 Huang Tao (Chief Operating Officer) Option Ex 14,600 14.98 218,708
2009-05-08 Huang Tao (Chief Operating Officer) Sale 21,700 42.41 920,362
2009-05-08 Huang Tao (Chief Operating Officer) Option Ex 21,700 14.98 325,066
2009-05-07 Huang Tao (Chief Operating Officer) Sale 18,100 42.95 777,340
2009-05-07 Huang Tao (Chief Operating Officer) Option Ex 18,100 14.98 271,138
2009-05-07 Phillips Donald James Ii (Managing Director) Sale 6,250 43.30 270,606
2009-05-07 Phillips Donald James Ii (Managing Director) Option Ex 6,250 14.13 88,312
2009-05-06 Mansueto Joseph D (Chairman & CEO) Sale 400 43.03 17,212
2009-05-06 Huang Tao (Chief Operating Officer) Sale 21,200 43.04 912,426
2009-05-06 Huang Tao (Chief Operating Officer) Option Ex 21,200 14.98 317,576
2009-05-05 Mansueto Joseph D (Chairman & CEO) Sale 8,000 43.55 348,384
2009-05-05 Huang Tao (Chief Operating Officer) Sale 20,900 43.42 907,478
2009-05-05 Huang Tao (Chief Operating Officer) Option Ex 20,900 14.98 313,082
2009-05-04 Mansueto Joseph D (Chairman & CEO) Sale 7,846 43.79 343,584
2009-05-01 Phillips Donald James Ii (Managing Director) Sale 13,505 41.74 563,766
2009-05-01 Phillips Donald James Ii (Managing Director) Option Ex 13,505 14.13 190,825
2009-04-30 Phillips Donald James Ii (Managing Director) Sale 40,095 40.29 1,615,587
2009-04-30 Phillips Donald James Ii (Managing Director) Option Ex 40,095 14.13 566,542
2009-04-29 Mansueto Joseph D (Chairman & CEO) Sale 8,000 37.21 297,712
2009-04-29 Phillips Donald James Ii (Managing Director) Sale 21,400 40.17 859,659
2009-04-29 Phillips Donald James Ii (Managing Director) Option Ex 21,400 14.13 302,382
2009-04-28 Mansueto Joseph D (Chairman & CEO) Sale 8,000 35.90 287,176
2009-04-27 Mansueto Joseph D (Chairman & CEO) Sale 8,000 35.97 287,720
2009-04-23 Phillips Donald James Ii (Managing Director) Sale 2,500 35.16 87,902
2009-04-23 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-04-22 Mansueto Joseph D (Chairman & CEO) Sale 8,000 34.71 277,648
2009-04-21 Mansueto Joseph D (Chairman & CEO) Sale 8,000 33.41 267,320
2009-04-20 Mansueto Joseph D (Chairman & CEO) Sale 600 32.44 19,462
2009-04-16 Phillips Donald James Ii (Managing Director) Sale 2,500 32.97 82,430
2009-04-16 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-04-15 Mansueto Joseph D (Chairman & CEO) Sale 8,000 32.44 259,504
2009-04-14 Mansueto Joseph D (Chairman & CEO) Sale 8,000 32.15 257,160
2009-04-13 Mansueto Joseph D (Chairman & CEO) Sale 8,000 32.04 256,312
2009-04-09 Phillips Donald James Ii (Managing Director) Sale 2,500 31.89 79,722
2009-04-09 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-04-08 Mansueto Joseph D (Chairman & CEO) Sale 8,000 31.52 252,152
2009-04-07 Mansueto Joseph D (Chairman & CEO) Sale 8,000 31.56 252,472
2009-04-06 Mansueto Joseph D (Chairman & CEO) Sale 2,541 32.03 81,400
2009-04-02 Phillips Donald James Ii (Managing Director) Sale 2,500 33.29 83,217
2009-04-02 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-04-01 Mansueto Joseph D (Chairman & CEO) Sale 1,300 33.90 44,071
2009-03-31 Mansueto Joseph D (Chairman & CEO) Sale 8,000 34.13 273,072
2009-03-30 Mansueto Joseph D (Chairman & CEO) Sale 8,000 34.30 274,416
2009-03-26 Phillips Donald James Ii (Managing Director) Sale 2,500 35.23 88,080
2009-03-26 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-03-25 Mansueto Joseph D (Chairman & CEO) Sale 8,000 34.80 278,416
2009-03-24 Mansueto Joseph D (Chairman & CEO) Sale 8,000 35.79 286,312
2009-03-23 Mansueto Joseph D (Chairman & CEO) Sale 8,000 33.66 269,320
2009-03-19 Huang Tao (Chief Operating Officer) Sale 10,000 31.10 311,040
2009-03-19 Huang Tao (Chief Operating Officer) Option Ex 15,000 10.98 164,700
2009-03-19 Phillips Donald James Ii (Managing Director) Sale 2,500 31.23 78,075
2009-03-19 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-03-18 Mansueto Joseph D (Chairman & CEO) Sale 7,600 31.39 238,564
2009-03-18 Huang Tao (Chief Operating Officer) Sale 15,000 31.24 468,540
2009-03-18 Huang Tao (Chief Operating Officer) Option Ex 22,500 10.98 247,050
2009-03-17 Huang Tao (Chief Operating Officer) Sale 15,000 30.93 463,950
2009-03-17 Huang Tao (Chief Operating Officer) Option Ex 22,500 10.98 247,050
2009-03-16 Mansueto Joseph D (Chairman & CEO) Sale 8,000 32.55 260,399
2009-03-16 Huang Tao (Chief Operating Officer) Sale 15,000 32.47 487,050
2009-03-16 Huang Tao (Chief Operating Officer) Option Ex 22,500 10.98 247,050
2009-03-13 Huang Tao (Chief Operating Officer) Option Ex 37,500 25.35 950,700
2009-03-12 Mansueto Joseph D (Chairman & CEO) Sale 8,000 31.70 253,600
2009-03-12 Huang Tao (Chief Operating Officer) Option Ex 37,500 23.49 880,950
2009-03-12 Phillips Donald James Ii (Managing Director) Sale 2,500 30.00 75,000
2009-03-12 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-03-11 Mansueto Joseph D (Chairman & CEO) Sale 8,000 30.10 240,792
2009-03-11 Huang Tao (Chief Operating Officer) Option Ex 37,500 20.52 769,687
2009-03-11 Phillips Donald James Ii (Managing Director) Sale 5,000 30.02 150,125
2009-03-11 Phillips Donald James Ii (Managing Director) Option Ex 5,000 14.13 70,650
2009-03-10 Mansueto Joseph D (Chairman & CEO) Sale 8,000 28.61 228,872
2009-03-05 Mansueto Joseph D (Chairman & CEO) Sale 7,200 28.40 204,501
2009-03-04 Mansueto Joseph D (Chairman & CEO) Sale 7,200 28.59 205,876
2009-03-03 Mansueto Joseph D (Chairman & CEO) Sale 7,200 27.28 196,444
2009-02-25 Mansueto Joseph D (Chairman & CEO) Sale 3,000 27.94 83,823
2009-02-24 Mansueto Joseph D (Chairman & CEO) Sale 7,200 27.83 200,347
2009-02-23 Mansueto Joseph D (Chairman & CEO) Sale 7,200 27.88 200,764
2009-02-19 Mansueto Joseph D (Chairman & CEO) Sale 7,200 33.11 238,377
2009-02-19 Phillips Donald James Ii (Managing Director) Sale 2,500 33.27 83,177
2009-02-19 Phillips Donald James Ii (Managing Director) Option Ex 2,500 14.13 35,325
2009-02-18 Mansueto Joseph D (Chairman & CEO) Sale 7,200 34.33 247,197
2009-02-12 Phillips Donald James Ii (Managing Director) Sale 2,500 33.93 84,817
2009-02-12 Phillips Donald James Ii (Managing Director) Option Ex 2,500 12.55 31,387
2009-02-11 Mansueto Joseph D (Chairman & CEO) Sale 7,200 34.03 244,987
2009-02-10 Mansueto Joseph D (Chairman & CEO) Sale 2,575 34.55 88,979
2009-02-09 Mansueto Joseph D (Chairman & CEO) Sale 4,400 34.93 153,687
2009-02-05 Phillips Donald James Ii (Managing Director) Sale 2,500 34.68 86,695
2009-02-05 Phillips Donald James Ii (Managing Director) Option Ex 2,500 10.98 27,450
2009-02-04 Mansueto Joseph D (Chairman & CEO) Sale 7,200 34.80 250,552
2009-02-03 Mansueto Joseph D (Chairman & CEO) Sale 7,200 34.76 250,264
2009-02-02 Mansueto Joseph D (Chairman & CEO) Sale 7,200 34.74 250,120
2009-01-28 Mansueto Joseph D (Chairman & CEO) Sale 7,200 35.49 255,549
2009-01-27 Mansueto Joseph D (Chairman & CEO) Sale 7,200 35.01 252,050
2009-01-26 Mansueto Joseph D (Chairman & CEO) Sale 7,200 35.28 254,008
2009-01-22 Mansueto Joseph D (Chairman & CEO) Sale 6,300 34.83 219,441
2009-01-22 Phillips Donald James Ii (Managing Director) Sale 2,500 34.35 85,887
2009-01-22 Phillips Donald James Ii (Managing Director) Option Ex 12,692 6.88 87,257

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.