Insider Trading activities of Morningstar, Inc. (MORN) , Part 15

Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Morningstar, Inc. (MORN) 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 $191,120.
The total value of stock sales since 2005 is $1,029,780,815.
The total value of stock option exercises since 2005 is $65,670,566.



Table 2. Detailed insider stock purchases, sales, and option exercises of Morningstar, Inc. insiders (MORN) , Part 15
  Trade Date   Insider Name Trade Type     Shares       Price ($)   Value ($)
2007-12-14 Armour Timothy K (Managing Director) Sale 27,063 77.56 2,100,667
2007-12-14 Armour Timothy K (Managing Director) Option Ex 27,063 14.13 382,400
2007-12-13 Phillips Donald James Ii (Managing Director) Sale 17,500 78.25 1,364,919
2007-12-13 Phillips Donald James Ii (Managing Director) Option Ex 17,500 2.77 48,475
2007-12-13 Armour Timothy K (Managing Director) Sale 27,100 77.91 2,113,634
2007-12-13 Armour Timothy K (Managing Director) Option Ex 27,100 11.22 303,953
2007-12-12 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 82.56 165,120
2007-12-12 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-12-10 Huang Tao (Chief Operating Officer) Option Ex 22,500 10.98 247,050
2007-12-10 Noonan Jack (Director) Sale 4,000 80.78 323,116
2007-12-10 Noonan Jack (Director) Option Ex 4,000 2.00 8,000
2007-12-06 Phillips Donald James Ii (Managing Director) Sale 17,500 80.15 1,400,567
2007-12-06 Phillips Donald James Ii (Managing Director) Option Ex 17,500 2.77 48,475
2007-12-05 Sturm Paul W (Director) Sale 5,000 79.85 399,250
2007-12-05 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 80.43 160,864
2007-12-05 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-11-29 Huang Tao (Chief Operating Officer) Sale 21,427 76.01 1,624,294
2007-11-29 Huang Tao (Chief Operating Officer) Option Ex 21,427 18.62 399,056
2007-11-28 Huang Tao (Chief Operating Officer) Sale 47,600 75.44 3,577,745
2007-11-28 Huang Tao (Chief Operating Officer) Option Ex 47,600 16.65 792,492
2007-11-28 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 74.19 148,382
2007-11-28 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-11-23 Phillips Donald James Ii (Managing Director) Sale 17,500 71.77 1,256,556
2007-11-23 Phillips Donald James Ii (Managing Director) Option Ex 17,500 2.77 48,475
2007-11-21 Sturm Paul W (Director) Sale 5,000 71.85 359,235
2007-11-21 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 73.19 146,382
2007-11-21 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-11-19 Phillips Donald James Ii (Managing Director) Sale 2,000 72.11 144,226
2007-11-19 Phillips Donald James Ii (Managing Director) Option Ex 2,000 2.77 5,540
2007-11-16 Phillips Donald James Ii (Managing Director) Sale 500 72.00 36,000
2007-11-16 Phillips Donald James Ii (Managing Director) Option Ex 500 2.77 1,385
2007-11-15 Kaplan Steven N (Director) Sale 7,999 70.08 561,307
2007-11-15 Kaplan Steven N (Director) Option Ex 13,999 18.59 260,269
2007-11-15 Phillips Donald James Ii (Managing Director) Sale 15,003 70.12 1,052,330
2007-11-15 Phillips Donald James Ii (Managing Director) Option Ex 15,000 2.77 41,550
2007-11-14 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 70.86 141,724
2007-11-14 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-11-13 Mansueto Joseph D (Chairman & CEO) Sale 21,428 70.05 1,500,019
2007-11-12 Mansueto Joseph D (Chairman & CEO) Sale 11,717 69.69 816,522
2007-11-12 Noonan Jack (Director) Sale 4,000 69.00 276,016
2007-11-12 Noonan Jack (Director) Option Ex 4,000 2.00 8,000
2007-11-08 Phillips Donald James Ii (Managing Director) Sale 6,093 73.80 449,669
2007-11-07 Mansueto Joseph D (Chairman & CEO) Sale 5,663 74.92 424,346
2007-11-07 Huang Tao (Chief Operating Officer) Sale 1,399 75.05 104,999
2007-11-07 Huang Tao (Chief Operating Officer) Option Ex 1,399 16.61 23,237
2007-11-07 Sturm Paul W (Director) Sale 5,000 74.15 370,770
2007-11-07 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 74.55 149,106
2007-11-07 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-11-06 Mansueto Joseph D (Chairman & CEO) Sale 30,000 73.73 2,211,176
2007-11-06 Huang Tao (Chief Operating Officer) Sale 2,100 75.01 157,527
2007-11-06 Huang Tao (Chief Operating Officer) Option Ex 2,100 16.61 34,876
2007-11-06 Phillips Donald James Ii (Managing Director) Option Ex 25,065 2.77 69,430
2007-11-05 Mansueto Joseph D (Chairman & CEO) Sale 14,078 73.65 1,036,844
2007-11-01 Huang Tao (Chief Operating Officer) Sale 12,787 72.83 923,259
2007-11-01 Huang Tao (Chief Operating Officer) Option Ex 12,787 16.60 212,251
2007-11-01 Phillips Donald James Ii (Managing Director) Sale 17,500 71.62 1,261,273
2007-11-01 Phillips Donald James Ii (Managing Director) Option Ex 17,500 2.77 48,475
2007-10-31 Mansueto Joseph D (Chairman & CEO) Sale 10,755 73.54 792,305
2007-10-31 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 72.00 144,006
2007-10-31 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-10-30 Mansueto Joseph D (Chairman & CEO) Sale 3,462 73.94 255,987
2007-10-29 Mansueto Joseph D (Chairman & CEO) Sale 6,001 74.19 445,232
2007-10-29 Reinkemeyer Patrick J (President, Morningstar Assocs.) Option Ex 14,000 2.00 28,000
2007-10-26 Odelbo Catherine Gillis (President, Individual Business) Option Ex 90,000 2.77 249,300
2007-10-26 Phillips Donald James Ii (Managing Director) Sale 2,500 72.32 180,795
2007-10-26 Phillips Donald James Ii (Managing Director) Option Ex 2,500 2.77 6,925
2007-10-25 Odelbo Catherine Gillis (President, Individual Business) Sale 9,415 71.29 669,715
2007-10-25 Phillips Donald James Ii (Managing Director) Sale 15,000 71.18 1,065,195
2007-10-25 Phillips Donald James Ii (Managing Director) Option Ex 15,000 2.77 41,550
2007-10-24 Odelbo Catherine Gillis (President, Individual Business) Sale 18,585 70.64 1,307,363
2007-10-24 Sturm Paul W (Director) Sale 5,000 70.09 350,439
2007-10-23 Mansueto Joseph D (Chairman & CEO) Sale 15,000 70.93 1,063,408
2007-10-22 Mansueto Joseph D (Chairman & CEO) Sale 29,761 70.07 2,080,307
2007-10-18 Phillips Donald James Ii (Managing Director) Sale 17,500 70.66 1,235,241
2007-10-18 Phillips Donald James Ii (Managing Director) Option Ex 17,500 2.77 48,475
2007-10-17 Mansueto Joseph D (Chairman & CEO) Sale 30,000 71.55 2,146,136
2007-10-15 Mansueto Joseph D (Chairman & CEO) Sale 7,422 73.70 547,001
2007-10-15 Kaplan Steven N (Director) Sale 8,000 73.11 582,926
2007-10-15 Kaplan Steven N (Director) Option Ex 14,000 12.57 175,952
2007-10-12 Huang Tao (Chief Operating Officer) Sale 12,187 72.79 883,734
2007-10-12 Huang Tao (Chief Operating Officer) Option Ex 12,187 16.56 201,841
2007-10-11 Phillips Donald James Ii (Managing Director) Sale 17,500 73.18 1,280,861
2007-10-11 Phillips Donald James Ii (Managing Director) Option Ex 17,500 2.77 48,475
2007-10-10 Mansueto Joseph D (Chairman & CEO) Sale 30,000 72.09 2,163,439
2007-10-10 Sturm Paul W (Director) Sale 5,000 72.33 360,323
2007-10-10 Phillips Donald James Ii (Managing Director) Sale 2,500 72.04 180,105
2007-10-10 Phillips Donald James Ii (Managing Director) Option Ex 2,500 2.77 6,925
2007-10-10 Noonan Jack (Director) Sale 4,000 72.30 288,251
2007-10-10 Noonan Jack (Director) Option Ex 4,000 2.00 8,000
2007-10-09 Mansueto Joseph D (Chairman & CEO) Sale 15,000 71.32 1,069,755
2007-10-08 Mansueto Joseph D (Chairman & CEO) Sale 19,300 70.82 1,366,069
2007-10-05 Kirscher Elizabeth (Pres., Data Services Business) Sale 10,000 71.10 708,321
2007-10-05 Kirscher Elizabeth (Pres., Data Services Business) Option Ex 10,000 14.13 141,300
2007-10-04 Phillips Donald James Ii (Managing Director) Sale 15,000 68.63 1,009,714
2007-10-04 Phillips Donald James Ii (Managing Director) Option Ex 15,000 2.77 41,550
2007-10-03 Mansueto Joseph D (Chairman & CEO) Sale 600 64.75 38,850
2007-10-02 Mansueto Joseph D (Chairman & CEO) Sale 30,000 64.42 1,932,700
2007-10-01 Mansueto Joseph D (Chairman & CEO) Sale 38,070 62.43 2,376,892
2007-09-27 Phillips Donald James Ii (Managing Director) Sale 15,000 63.47 952,798
2007-09-27 Phillips Donald James Ii (Managing Director) Option Ex 15,000 2.77 41,550
2007-09-26 Mansueto Joseph D (Chairman & CEO) Sale 27,321 62.06 1,696,863
2007-09-26 Sturm Paul W (Director) Sale 5,000 62.77 313,845
2007-09-25 Mansueto Joseph D (Chairman & CEO) Sale 15,000 60.74 911,476
2007-09-24 Mansueto Joseph D (Chairman & CEO) Sale 14,018 60.78 851,359
2007-09-20 Mansueto Joseph D (Chairman & CEO) Sale 130 63.32 8,231
2007-09-20 Phillips Donald James Ii (Managing Director) Sale 12,500 62.42 778,267
2007-09-20 Phillips Donald James Ii (Managing Director) Option Ex 12,500 2.77 34,625
2007-09-19 Mansueto Joseph D (Chairman & CEO) Sale 15,000 63.50 951,434
2007-09-18 Mansueto Joseph D (Chairman & CEO) Sale 15,000 61.60 926,259
2007-09-17 Kaplan Steven N (Director) Sale 8,000 61.54 490,793
2007-09-17 Kaplan Steven N (Director) Option Ex 14,000 9.76 136,640
2007-09-13 Phillips Donald James Ii (Managing Director) Sale 14,600 62.98 917,588
2007-09-13 Phillips Donald James Ii (Managing Director) Option Ex 14,600 2.77 40,442
2007-09-12 Mansueto Joseph D (Chairman & CEO) Sale 30,000 61.54 1,841,875
2007-09-12 Sturm Paul W (Director) Sale 5,000 61.04 305,200
2007-09-11 Mansueto Joseph D (Chairman & CEO) Sale 19,268 60.76 1,171,914
2007-09-10 Mansueto Joseph D (Chairman & CEO) Sale 11,728 60.85 713,683
2007-09-10 Noonan Jack (Director) Sale 4,000 60.41 241,648
2007-09-10 Noonan Jack (Director) Option Ex 4,000 2.00 8,000
2007-09-06 Mansueto Joseph D (Chairman & CEO) Sale 8,986 63.10 566,936
2007-09-06 Phillips Donald James Ii (Managing Director) Sale 12,500 62.95 784,896
2007-09-06 Phillips Donald James Ii (Managing Director) Option Ex 12,500 2.77 34,625
2007-09-05 Mansueto Joseph D (Chairman & CEO) Sale 17,065 62.95 1,074,173
2007-09-04 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 63.33 126,652
2007-09-04 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-09-04 Kirscher Elizabeth (Pres., Data Services Business) Sale 10,000 63.32 631,579
2007-09-04 Kirscher Elizabeth (Pres., Data Services Business) Option Ex 10,000 14.13 141,300
2007-08-29 Mansueto Joseph D (Chairman & CEO) Sale 28,607 62.14 1,775,856
2007-08-29 Sturm Paul W (Director) Sale 5,000 61.99 309,975
2007-08-28 Mansueto Joseph D (Chairman & CEO) Sale 11,694 62.90 735,245
2007-08-27 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 62.62 125,240
2007-08-27 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-08-27 Phillips Donald James Ii (Managing Director) Sale 15,000 62.95 943,959
2007-08-27 Phillips Donald James Ii (Managing Director) Option Ex 15,000 2.77 41,550
2007-08-22 Mansueto Joseph D (Chairman & CEO) Sale 10,031 63.39 636,347
2007-08-21 Mansueto Joseph D (Chairman & CEO) Sale 18,823 63.48 1,194,789
2007-08-20 Mansueto Joseph D (Chairman & CEO) Sale 30,000 62.24 1,866,881
2007-08-20 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 61.96 123,924
2007-08-20 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-08-16 Boruff Christopher P (President, Advisor Business) Sale 3,333 57.45 191,490
2007-08-13 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 2,000 61.00 122,000
2007-08-13 Rekenthaler John A (VP, Research & New Prod. Dev.) Option Ex 2,000 14.13 28,260
2007-08-10 Phillips Donald James Ii (Managing Director) Sale 15,000 61.23 914,111
2007-08-10 Phillips Donald James Ii (Managing Director) Option Ex 15,000 2.77 41,550
2007-08-10 Noonan Jack (Director) Sale 4,000 61.23 243,759
2007-08-10 Noonan Jack (Director) Option Ex 4,000 2.00 8,000
2007-08-08 Mansueto Joseph D (Chairman & CEO) Sale 30,000 65.53 1,973,598
2007-08-07 Mansueto Joseph D (Chairman & CEO) Sale 30,000 62.30 1,869,757
2007-08-06 Mansueto Joseph D (Chairman & CEO) Sale 45,000 60.66 2,724,059
2007-08-06 Rekenthaler John A (VP, Research & New Prod. Dev.) Sale 6,450 59.69 384,987

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.