Insider Trading activities of Morningstar, Inc. insiders.

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. 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 1. Monthly summaries of insider stock purchases, sales, and option exercises for Morningstar, Inc. (MORN).
Trading Period Insider Buying Insider Sales Option Exercises
year-month Shares Value Shares Value Shares Value
2017-09 0 $0 500 $42,500 0 $0
2017-07 0 $0 1,000 $82,605 0 $0
2016-12 0 $0 2,000 $148,172 0 $0
2016-11 0 $0 2,000 $146,672 0 $0
2016-10 0 $0 2,000 $141,278 0 $0
2016-05 0 $0 4,114 $340,860 0 $0
2016-04 0 $0 12,782 $1,075,135 0 $0
2016-03 0 $0 3,390 $288,930 0 $0
2015-10 0 $0 300 $24,600 0 $0
2015-08 0 $0 20,000 $1,660,645 0 $0
2015-07 0 $0 5,000 $420,705 0 $0
2015-06 0 $0 300 $23,670 0 $0
2015-05 0 $0 4,862 $369,494 0 $0
2015-04 0 $0 8,000 $594,436 0 $0
2015-03 0 $0 10,000 $748,146 0 $0
2015-02 0 $0 4,000 $308,792 0 $0
2014-12 0 $0 3,300 $214,934 5,720 $157,108
2014-11 0 $0 6,900 $475,957 3,000 $82,106
2014-10 0 $0 1,800 $115,466 5,000 $256,413
2014-09 0 $0 2,000 $136,306 1,000 $27,195
2014-08 0 $0 1,000 $67,735 1,000 $27,099
2014-07 0 $0 1,000 $68,956 1,000 $27,004
2014-06 0 $0 1,000 $72,590 1,000 $26,912
2014-05 0 $0 5,000 $367,078 5,000 $201,042
2014-04 0 $0 3,500 $263,504 3,500 $122,259
2014-03 0 $0 4,000 $330,493 9,000 $239,508
2014-02 0 $0 4,000 $325,059 4,000 $106,208
2014-01 0 $0 1,000 $78,958 1,000 $26,470
2013-12 0 $0 7,116 $574,190 3,133 $67,036
2013-11 0 $0 33,286 $2,684,099 19,633 $418,575
2013-10 0 $0 40,581 $3,269,696 26,734 $569,470
2013-09 0 $0 3,000 $234,916 1,000 $21,203
2013-08 0 $0 1,000 $76,894 1,000 $21,131
2013-07 0 $0 3,880 $293,275 3,880 $95,786
2013-06 0 $0 11,000 $801,696 1,000 $20,980
2013-05 0 $0 12,000 $824,784 1,000 $20,910
2013-04 0 $0 2,000 $134,047 1,000 $20,830
2013-03 0 $0 10,000 $690,834 1,000 $20,760
2013-02 0 $0 23,000 $1,587,648 12,000 $296,300
2013-01 0 $0 21,250 $1,405,575 21,250 $540,259
2012-12 0 $0 8,250 $524,257 15,250 $472,411
2012-11 0 $0 53,816 $3,417,416 39,359 $579,467
2012-10 0 $0 58,198 $3,692,099 23,791 $455,665
2012-09 0 $0 28,359 $1,725,911 0 $0
2012-08 0 $0 22,500 $1,306,028 0 $0
2012-07 0 $0 35,500 $2,092,986 0 $0
2012-06 0 $0 21,500 $1,224,005 0 $0
2012-05 0 $0 23,500 $1,319,898 0 $0
2012-04 0 $0 8,500 $492,630 0 $0
2012-03 0 $0 20,015 $1,230,783 24,765 $405,997
2012-02 0 $0 11,265 $678,515 11,265 $307,125
2012-01 0 $0 7,292 $435,812 7,292 $224,466
2011-12 0 $0 18,365 $1,101,834 27,865 $606,808
2011-11 0 $0 12,589 $749,884 9,089 $204,464
2011-10 0 $0 21,948 $1,316,733 12,948 $253,675
2011-09 0 $0 15,182 $895,483 2,094 $40,774
2011-08 0 $0 26,702 $1,591,235 22,851 $310,067
2011-07 0 $0 20,000 $1,227,900 20,000 $360,385
2011-06 0 $0 12,000 $718,411 12,000 $176,905
2011-05 0 $0 15,603 $931,678 14,603 $376,445
2011-04 0 $0 15,346 $912,458 5,346 $117,315
2011-03 0 $0 46,591 $2,714,036 54,441 $813,530
2011-02 0 $0 17,953 $1,046,594 13,875 $206,702
2011-01 0 $0 21,087 $1,132,102 21,087 $400,060
2010-12 0 $0 41,395 $2,156,512 39,395 $743,067
2010-11 0 $0 16,503 $821,811 14,503 $263,827
2010-10 0 $0 8,201 $382,792 8,201 $133,364
2010-09 0 $0 5,000 $207,488 11,250 $214,850
2010-08 0 $0 70,596 $3,152,878 44,025 $517,205
2010-07 0 $0 133,321 $5,896,725 0 $0
2010-06 0 $0 126,054 $5,803,779 0 $0
2010-05 1,100 $51,425 118,025 $5,626,414 0 $0
2010-04 0 $0 153,702 $7,437,320 17,377 $237,183
2010-03 0 $0 137,288 $6,629,108 48,604 $686,773
2010-02 0 $0 66,640 $3,036,019 0 $0
2010-01 0 $0 103,524 $5,003,050 12,500 $136,045
2009-12 0 $0 201,156 $9,652,393 37,663 $494,377
2009-11 0 $0 202,930 $9,997,590 50,260 $678,894
2009-10 0 $0 129,244 $6,567,659 0 $0
2009-09 0 $0 128,378 $5,758,331 51,346 $621,567
2009-08 0 $0 76,521 $3,436,807 25,000 $353,248
2009-07 0 $0 119,409 $5,006,386 25,000 $353,248
2009-06 0 $0 230,522 $9,592,275 167,700 $2,369,599
2009-05 0 $0 431,858 $17,682,466 387,305 $5,484,189
2009-04 0 $0 155,936 $5,648,626 71,495 $1,010,224
2009-03 0 $0 168,700 $5,332,444 207,500 $3,683,812
2009-02 0 $0 75,075 $2,463,786 7,500 $94,162
2009-01 0 $0 81,800 $2,916,894 52,576 $322,461
2008-12 0 $0 302,602 $9,601,868 429,545 $4,658,932
2008-11 0 $0 201,678 $6,419,029 47,717 $704,065
2008-10 0 $0 235,412 $12,144,423 106,218 $1,046,270
2008-09 0 $0 172,460 $10,647,044 86,482 $1,011,026
2008-08 0 $0 163,964 $10,526,404 75,500 $922,306
2008-07 0 $0 171,472 $11,182,546 76,500 $936,302
2008-06 0 $0 391,738 $28,084,799 196,570 $2,389,889
2008-05 0 $0 394,089 $28,272,805 233,116 $2,578,447
2008-04 0 $0 279,211 $17,224,779 169,960 $1,665,219
2008-03 0 $0 219,158 $13,668,311 66,100 $783,472
2008-02 1,000 $65,239 200,744 $13,159,408 134,524 $1,113,710
2008-01 0 $0 351,600 $24,127,147 143,974 $434,376
2007-12 0 $0 438,267 $33,542,663 470,627 $3,708,327
2007-11 0 $0 394,175 $28,803,668 188,877 $2,058,076
2007-10 0 $0 620,691 $43,225,551 216,187 $1,026,553
2007-09 0 $0 398,529 $24,710,068 84,600 $465,442
2007-08 0 $0 550,070 $33,459,802 95,465 $901,542
2007-07 0 $0 308,262 $14,871,658 124,763 $791,086
2007-06 0 $0 211,607 $10,003,601 68,431 $403,145
2007-05 0 $0 326,166 $15,954,238 126,112 $1,193,356
2007-04 0 $0 147,356 $7,784,301 129,425 $1,242,277
2007-03 0 $0 50,620 $2,601,175 75,426 $193,751
2007-02 0 $0 34,100 $1,644,589 24,000 $63,400
2007-01 0 $0 53,871 $2,439,832 34,000 $149,100
2006-12 0 $0 347,181 $15,704,079 169,006 $852,275
2006-11 0 $0 343,434 $15,691,330 149,236 $1,558,867
2006-10 0 $0 169,932 $6,963,431 146,060 $1,377,941
2006-09 0 $0 338,375 $12,594,907 88,033 $428,201
2006-08 0 $0 276,668 $9,939,693 76,797 $373,674
2006-07 0 $0 112,392 $4,414,759 121,314 $881,074
2006-06 0 $0 204,299 $8,030,427 97,827 $899,824
2006-05 0 $0 165,509 $7,506,339 51,343 $677,841
2006-04 0 $0 10,000 $442,500 0 $0
2006-03 0 $0 10,000 $425,000 0 $0
2006-02 0 $0 10,000 $423,950 0 $0
2005-12 0 $0 0 $0 300 $600
2005-05 0 $0 7,612,500 $140,831,250 0 $0

Table 2. Detailed insider stock purchases, sales, and option exercises of Morningstar, Inc. insiders (MORN)
  Trade Date   Insider Name Trade Type     Shares       Price ($)   Value ($)
2017-09-27 Landis Gail S (Director) Sale 500 85.00 42,500
2017-07-28 Rothschild Tricia (Chief Product Officer) Sale 500 82.21 41,105
2017-07-26 Landis Gail S (Director) Sale 500 83.00 41,500
2016-12-27 Kaplan Steven N (Director) Sale 2,000 74.09 148,172
2016-11-28 Kaplan Steven N (Director) Sale 2,000 73.34 146,672
2016-10-27 Kaplan Steven N (Director) Sale 2,000 70.64 141,278
2016-05-15 Desmond Bevin (Head of Global Markets & HR) Sale 114 81.99 9,346
2016-05-10 Desmond Bevin (Head of Global Markets & HR) Sale 2,000 82.88 165,762
2016-05-03 Desmond Bevin (Head of Global Markets & HR) Sale 2,000 82.88 165,752
2016-04-28 Sturm Paul W (Director) Sale 2,542 84.15 213,906
2016-04-27 Sturm Paul W (Director) Sale 5,000 84.22 421,115
2016-04-26 Landis Gail S (Director) Sale 782 83.88 65,594
2016-04-26 Sturm Paul W (Director) Sale 2,458 84.14 206,808
2016-04-26 Desmond Bevin (Head of Global Markets & HR) Sale 2,000 83.86 167,712
2016-03-29 Landis Gail S (Director) Sale 390 87.00 33,930
2016-03-21 Williams David W (Head of Design) Sale 3,000 85.00 255,000
2015-10-26 Landis Gail S (Director) Sale 300 82.00 24,600
2015-08-24 Desmond Bevin (Head of Global Markets & HR) Sale 5,000 78.20 391,015
2015-08-17 Desmond Bevin (Head of Global Markets & HR) Sale 5,000 84.22 421,075
2015-08-10 Desmond Bevin (Head of Global Markets & HR) Sale 5,000 85.33 426,635
2015-08-03 Desmond Bevin (Head of Global Markets & HR) Sale 5,000 84.38 421,920
2015-07-27 Desmond Bevin (Head of Global Markets & HR) Sale 5,000 84.14 420,705
2015-06-03 Landis Gail S (Director) Sale 300 78.90 23,670
2015-05-18 Phillips Donald James Ii (Director) Sale 862 77.06 66,422
2015-05-11 Phillips Donald James Ii (Director) Sale 2,000 75.19 150,374
2015-05-04 Phillips Donald James Ii (Director) Sale 2,000 76.35 152,698
2015-04-27 Phillips Donald James Ii (Director) Sale 2,000 75.83 151,664
2015-04-20 Phillips Donald James Ii (Director) Sale 2,000 73.23 146,464
2015-04-13 Phillips Donald James Ii (Director) Sale 2,000 73.79 147,580
2015-04-06 Phillips Donald James Ii (Director) Sale 2,000 74.36 148,728
2015-03-30 Phillips Donald James Ii (Director) Sale 2,000 75.62 151,246
2015-03-23 Phillips Donald James Ii (Director) Sale 2,000 75.04 150,086
2015-03-16 Phillips Donald James Ii (Director) Sale 2,000 74.64 149,290
2015-03-09 Phillips Donald James Ii (Director) Sale 2,000 73.88 147,754
2015-03-02 Phillips Donald James Ii (Director) Sale 2,000 74.89 149,770
2015-02-23 Phillips Donald James Ii (Director) Sale 2,000 76.91 153,824
2015-02-17 Phillips Donald James Ii (Director) Sale 2,000 77.48 154,968
2014-12-18 Noonan Jack (Director) Sale 1,000 65.39 65,394
2014-12-18 Noonan Jack (Director) Option Ex 1,000 27.47 27,474
2014-12-15 Francis Cheryl A (Director) Option Ex 4,720 27.46 129,634
2014-12-10 Kaplan Steven N (Director) Sale 1,500 64.38 96,573
2014-12-02 Robbins Richard E (General Counsel and Secretary) Sale 800 66.21 52,967
2014-11-19 Kaplan Steven N (Director) Sale 1,500 67.32 100,975
2014-11-18 Robbins Richard E (General Counsel and Secretary) Sale 800 68.89 55,108
2014-11-18 Noonan Jack (Director) Sale 1,000 68.77 68,766
2014-11-18 Noonan Jack (Director) Option Ex 1,000 27.38 27,382
2014-11-13 Francis Cheryl A (Director) Sale 500 70.52 35,260
2014-11-13 Francis Cheryl A (Director) Option Ex 500 27.37 13,683
2014-11-12 Robbins Richard E (General Counsel and Secretary) Sale 800 69.67 55,738
2014-11-12 Francis Cheryl A (Director) Sale 500 70.00 35,000
2014-11-12 Francis Cheryl A (Director) Option Ex 500 27.36 13,682
2014-11-11 Francis Cheryl A (Director) Sale 500 70.39 35,195
2014-11-11 Francis Cheryl A (Director) Option Ex 500 27.36 13,680
2014-11-10 Francis Cheryl A (Director) Sale 500 70.00 35,000
2014-11-10 Francis Cheryl A (Director) Option Ex 500 27.36 13,679
2014-11-04 Robbins Richard E (General Counsel and Secretary) Sale 800 68.64 54,915
2014-10-28 Robbins Richard E (General Counsel and Secretary) Sale 800 66.05 52,839
2014-10-20 Noonan Jack (Director) Sale 1,000 62.63 62,627
2014-10-20 Noonan Jack (Director) Option Ex 1,000 27.29 27,293
2014-10-16 Odelbo Catherine Gillis (Head of Corporate Strategy) Option Ex 4,000 57.28 229,120
2014-09-24 Kaplan Steven N (Director) Sale 1,000 68.04 68,043
2014-09-18 Noonan Jack (Director) Sale 1,000 68.26 68,263
2014-09-18 Noonan Jack (Director) Option Ex 1,000 27.20 27,195
2014-08-18 Noonan Jack (Director) Sale 1,000 67.73 67,735
2014-08-18 Noonan Jack (Director) Option Ex 1,000 27.10 27,099
2014-07-18 Noonan Jack (Director) Sale 1,000 68.96 68,956
2014-07-18 Noonan Jack (Director) Option Ex 1,000 27.00 27,004
2014-06-18 Noonan Jack (Director) Sale 1,000 72.59 72,590
2014-06-18 Noonan Jack (Director) Option Ex 1,000 26.91 26,912
2014-05-19 Noonan Jack (Director) Sale 1,000 71.40 71,396
2014-05-19 Noonan Jack (Director) Option Ex 1,000 26.82 26,820
2014-05-13 Robbins Richard E (General Counsel and Secretary) Sale 1,750 74.37 130,152
2014-05-13 Robbins Richard E (General Counsel and Secretary) Option Ex 1,750 45.97 80,452
2014-05-06 Robbins Richard E (General Counsel and Secretary) Sale 1,750 73.67 128,920
2014-05-06 Robbins Richard E (General Counsel and Secretary) Option Ex 1,750 45.94 80,388
2014-05-01 Williams David W (Head of Design and Marketing) Sale 500 73.22 36,610
2014-05-01 Williams David W (Head of Design and Marketing) Option Ex 500 26.77 13,382
2014-04-29 Robbins Richard E (General Counsel and Secretary) Sale 1,500 72.60 108,895
2014-04-29 Robbins Richard E (General Counsel and Secretary) Option Ex 1,500 45.90 68,848
2014-04-21 Noonan Jack (Director) Sale 1,000 75.48 75,483
2014-04-21 Noonan Jack (Director) Option Ex 1,000 26.73 26,735
2014-04-01 Williams David W (Head of Design and Marketing) Sale 1,000 79.13 79,126
2014-04-01 Williams David W (Head of Design and Marketing) Option Ex 1,000 26.68 26,676
2014-03-18 Noonan Jack (Director) Sale 1,000 82.11 82,105
2014-03-18 Noonan Jack (Director) Option Ex 1,000 26.64 26,635
2014-03-12 Williams David W (Head of Design and Marketing) Option Ex 5,000 26.62 133,100
2014-03-03 Williams David W (Head of Design and Marketing) Sale 3,000 82.80 248,388
2014-03-03 Williams David W (Head of Design and Marketing) Option Ex 3,000 26.59 79,773
2014-02-18 Williams David W (Head of Design and Marketing) Sale 3,000 81.19 243,584
2014-02-18 Williams David W (Head of Design and Marketing) Option Ex 3,000 26.55 79,656
2014-02-18 Noonan Jack (Director) Sale 1,000 81.47 81,475
2014-02-18 Noonan Jack (Director) Option Ex 1,000 26.55 26,552
2014-01-21 Noonan Jack (Director) Sale 1,000 78.96 78,958
2014-01-21 Noonan Jack (Director) Option Ex 1,000 26.47 26,470
2013-12-18 Noonan Jack (Director) Sale 1,000 77.85 77,853
2013-12-18 Noonan Jack (Director) Option Ex 1,000 21.42 21,422
2013-12-17 Robbins Richard E (General Counsel and Secretary) Sale 983 78.21 76,879
2013-12-10 Kaplan Steven N (Director) Sale 2,000 80.31 160,626
2013-12-03 Robbins Richard E (General Counsel and Secretary) Sale 1,000 81.54 81,540
2013-12-02 Williams David W (Head of Design and Marketing) Sale 2,133 83.12 177,292
2013-12-02 Williams David W (Head of Design and Marketing) Option Ex 2,133 21.39 45,614
2013-11-19 Kaplan Steven N (Director) Sale 2,000 84.71 169,420
2013-11-18 Noonan Jack (Director) Sale 1,000 84.29 84,287
2013-11-18 Noonan Jack (Director) Option Ex 1,000 21.35 21,349
2013-11-12 Robbins Richard E (General Counsel and Secretary) Sale 1,000 81.09 81,091
2013-11-11 Desmond Bevin (Head of Global Markets & HR) Sale 130 81.81 10,634
2013-11-08 Williams David W (Head of Design and Marketing) Sale 1,646 80.77 132,954
2013-11-08 Williams David W (Head of Design and Marketing) Option Ex 1,646 21.32 35,100
2013-11-08 Desmond Bevin (Head of Global Markets & HR) Sale 6,609 81.12 536,128
2013-11-07 Williams David W (Head of Design and Marketing) Sale 2,432 80.10 194,812
2013-11-07 Williams David W (Head of Design and Marketing) Option Ex 2,432 21.32 51,857
2013-11-07 Desmond Bevin (Head of Global Markets & HR) Sale 5,157 80.10 413,096
2013-11-06 Williams David W (Head of Design and Marketing) Sale 5,541 79.94 442,919
2013-11-06 Williams David W (Head of Design and Marketing) Option Ex 5,541 21.32 118,134
2013-11-06 Desmond Bevin (Head of Global Markets & HR) Sale 1,812 80.14 145,211
2013-11-05 Williams David W (Head of Design and Marketing) Sale 3,381 79.20 267,775
2013-11-05 Williams David W (Head of Design and Marketing) Option Ex 3,514 21.32 74,911
2013-11-04 Williams David W (Head of Design and Marketing) Sale 1,500 79.62 119,430
2013-11-04 Williams David W (Head of Design and Marketing) Option Ex 3,000 21.32 63,944
2013-11-01 Williams David W (Head of Design and Marketing) Sale 500 79.95 39,977
2013-11-01 Williams David W (Head of Design and Marketing) Option Ex 1,000 21.31 21,308
2013-11-01 Desmond Bevin (Head of Global Markets & HR) Sale 578 80.22 46,365
2013-10-31 Williams David W (Head of Design and Marketing) Sale 4,866 80.78 393,099
2013-10-31 Williams David W (Head of Design and Marketing) Option Ex 9,732 21.31 207,349
2013-10-31 Desmond Bevin (Head of Global Markets & HR) Sale 9,878 80.78 797,915
2013-10-30 Williams David W (Head of Design and Marketing) Sale 1,811 80.15 145,144
2013-10-30 Williams David W (Head of Design and Marketing) Option Ex 3,622 21.30 77,159
2013-10-30 Desmond Bevin (Head of Global Markets & HR) Sale 3,568 80.14 285,935
2013-10-29 Robbins Richard E (General Counsel and Secretary) Sale 1,000 80.13 80,130
2013-10-29 Williams David W (Head of Design and Marketing) Sale 1,690 80.53 136,099
2013-10-29 Williams David W (Head of Design and Marketing) Option Ex 3,380 21.30 71,997
2013-10-29 Desmond Bevin (Head of Global Markets & HR) Sale 3,077 80.49 247,670
2013-10-28 Williams David W (Head of Design and Marketing) Sale 4,500 81.06 364,765
2013-10-28 Williams David W (Head of Design and Marketing) Option Ex 9,000 21.30 191,691
2013-10-28 Desmond Bevin (Head of Global Markets & HR) Sale 9,191 81.05 744,902
2013-10-18 Noonan Jack (Director) Sale 1,000 74.04 74,037
2013-10-18 Noonan Jack (Director) Option Ex 1,000 21.27 21,274
2013-09-24 Kaplan Steven N (Director) Sale 2,000 78.25 156,490
2013-09-18 Noonan Jack (Director) Sale 1,000 78.43 78,426
2013-09-18 Noonan Jack (Director) Option Ex 1,000 21.20 21,203
2013-08-19 Noonan Jack (Director) Sale 1,000 76.89 76,894
2013-08-19 Noonan Jack (Director) Option Ex 1,000 21.13 21,131
2013-07-29 Francis Cheryl A (Director) Sale 2,880 75.73 218,102
2013-07-29 Francis Cheryl A (Director) Option Ex 2,880 25.95 74,736
2013-07-18 Noonan Jack (Director) Sale 1,000 75.17 75,173
2013-07-18 Noonan Jack (Director) Option Ex 1,000 21.05 21,050
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

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.