Insider Trading: Morningstar, Inc.
Monthly summaries of insider trading activities (stock purchases, sales, and option exercises) reported by
insiders of Morningstar, Inc. since year 2005 are given in the first table.
The second table lists detailed insider transactions reported by 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 during this period is $65,239.
The total value of stock sales is $528,982,137.
The total value of stock exercises is $25,306,508.
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.
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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.
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Table 1. Monthly summaries of insider stock purchases, sales, and option exercises
for Morningstar, Inc. (MORN ).
Trading Period
Insider Buying
Insider Sales
Option Exercises
2008-05 0 0 301,791 21,685,582 192,500 2,063,269 2008-04 0 0 279,211 17,224,870 169,960 1,665,219 2008-03 0 0 219,158 13,668,400 66,100 783,472 2008-02 1,000 65,239 200,744 13,159,475 134,524 1,113,726 2008-01 0 0 351,600 24,127,292 143,974 434,376 2007-12 0 0 438,267 33,542,825 470,627 3,708,345 2007-11 0 0 394,175 28,803,798 188,877 2,058,117 2007-10 0 0 620,691 43,225,753 216,187 1,026,564 2007-09 0 0 398,529 24,710,207 84,600 465,442 2007-08 0 0 550,070 33,460,023 95,465 901,543 2007-07 0 0 308,262 14,871,768 124,763 791,088 2007-06 0 0 211,607 10,003,695 68,431 403,145 2007-05 0 0 326,166 15,954,391 126,112 1,193,356 2007-04 0 0 147,356 7,784,360 129,425 1,242,277 2007-03 0 0 50,620 2,601,207 75,426 193,751 2007-02 0 0 34,100 1,644,600 24,000 63,400 2007-01 0 0 53,871 2,439,855 34,000 149,100 2006-12 0 0 347,181 15,704,243 169,006 852,275 2006-11 0 0 343,434 15,691,498 149,236 1,558,888 2006-10 0 0 169,932 6,963,513 146,060 1,377,941 2006-09 0 0 338,375 12,595,069 88,033 428,201 2006-08 0 0 276,668 9,939,784 76,797 373,674 2006-07 0 0 112,392 4,414,798 121,314 881,074 2006-06 0 0 204,299 8,030,512 97,827 899,824 2006-05 0 0 101,825 4,611,916 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 10,000 423,953 0 0 2005-12 0 0 0 0 300 600 2005-05 0 0 7,612,500 140,831,250 0 0
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Table 2. Detailed insider stock purchases, sales, and option exercises
for Morningstar, Inc. (MORN )
Trade Date
Insider Name
Trade Type
Shares
Price ($)
Value ($)
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 2008-01-22 Mansueto Joseph D (Chairman & CEO) Sale 2,066 61.95 127,988
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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.
