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Sec Filings Insider Trading - Morningstar Inc. (MORN)
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"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch ==>> What is insider trading>>
MORN Insider Trading Transactions for Morningstar Inc.
Morningstar Inc: Insider Trading and Stock Options
Goto page 0, 1, 2, ... 35, 36, 37, Next
Common stock purchase or sale:
Transaction
& Date		 Reported
Date		 Company Symbol Insider
Relationship		 Shares
Traded		 Average
Price		 Total
Amount		 Shares
Ownership		 Filing
2009-11-19
Sale		 2009-11-20
1:09 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,000 $48.38 $96,770 40,891
(Direct)		 View
2009-11-18
Sale		 2009-11-19
2:06 pm		 Morningstar, Inc. MORN Mansueto Joseph D
(Chairman & CEO
Director)		 15,000 $48.82 $732,310 25,985,113
(Direct)		 View
2009-11-18
Sale		 2009-11-19
2:01 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,587 $48.77 $126,167 40,891
(Direct)		 View
2009-11-16-
-2009-11-17
Sale		 2009-11-18
5:05 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 6,000 $49.17 $294,999 40,891
(Direct)		 View
2009-11-16-
-2009-11-17
Sale		 2009-11-18
5:04 pm		 Morningstar, Inc. MORN Mansueto Joseph D
(Chairman & CEO
Director)		 14,010 $49.28 $690,450 26,000,113
(Direct)		 View
2009-11-13
Sale		 2009-11-16
3:55 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,500 $49.53 $123,814 40,891
(Direct)		 View
2009-11-12
Sale		 2009-11-16
3:54 pm		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 103 $50 $5,150 9,055
(Direct)		 View
2009-11-11
Sale		 2009-11-12
12:11 pm		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $50.15 $25,075 9,055
(Direct)		 View
2009-11-10-
-2009-11-11
Sale		 2009-11-12
12:09 pm		 Morningstar, Inc. MORN Mansueto Joseph D
(Chairman & CEO
Director)		 21,000 $50.23 $1,054,810 26,014,123
(Direct)		 View
2009-11-09-
-2009-11-11
Sale		 2009-11-12
12:08 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 8,000 $50.3 $402,439 40,891
(Direct)		 View
2009-11-09
Sale		 2009-11-10
4:23 pm		 Morningstar, Inc. MORN Mansueto Joseph D
(Chairman & CEO
Director)		 10,000 $50.48 $504,763 26,035,123
(Direct)		 View
2009-11-10
Sale		 2009-11-10
4:21 pm		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $50 $25,000 9,055
(Direct)		 View
2009-11-06
Sale		 2009-11-09
4:43 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 5,000 $50.38 $251,919 40,891
(Direct)		 View
2009-11-09
Sale		 2009-11-09
12:59 pm		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $50.35 $25,175 9,055
(Direct)		 View
2009-11-05
Sale		 2009-11-06
12:23 pm		 Morningstar, Inc. MORN Mansueto Joseph D
(Chairman & CEO
Director)		 15,000 $50.83 $762,465 26,045,123
(Direct)		 View
2009-11-05
Sale		 2009-11-06
12:22 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 1,250 $50.24 $62,800 317,090
(Direct)		 View
2009-11-05
Sale		 2009-11-06
11:39 am		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 5,000 $50.42 $252,106 40,891
(Direct)		 View
2009-11-05-
-2009-11-06
Sale		 2009-11-06
11:35 am		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 1,000 $50.26 $50,255 9,055
(Direct)		 View
2007-07-10
Sale		 2007-07-11
3:24 pm		 Morningstar, Inc. MORN Lutschaunig Arthur J
(Pres. & CIO, MIS)		 8,405 $0 $0 1,273
(Direct)		 View
2006-06-12
Sale		 2006-06-13
4:35 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 5,830 $41.3 $240,755 191,289
(Direct)		 View
2005-05-06
Sale		 2005-05-06
5:58 pm		 Morningstar, Inc. MORN SOFTBANK CORP
(10% owner)		 7,612,500 $18.5 $140,831,250 0
(Indirect)		 View
Other transactions:
Transaction
& Date		 Reported
Date		 Company Symbol Insider
Relationship		 Shares
Traded		 Average
Price		 Total
Amount		 Shares
Ownership		 Filing
2009-11-19
Exercise		 2009-11-20
1:09 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,000 $14.13 $28,260 42,891
(Direct)		 View
2009-11-18
Exercise		 2009-11-19
2:01 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,587 $14.13 $36,554 43,478
(Direct)		 View
2009-11-16-
-2009-11-17
Exercise		 2009-11-18
5:05 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 6,000 $14.13 $84,780 46,891
(Direct)		 View
2009-11-15
Tax Withholding		 2009-11-17
09:57 am		 Morningstar, Inc. MORN Chen Peng
(Pres., Ibbotson Assoc.)		 162 $49.38 $8,000 17,881
(Direct)		 View
2009-11-13
Exercise		 2009-11-16
3:55 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,500 $14.13 $35,325 43,391
(Direct)		 View
2009-11-12
Exercise		 2009-11-16
3:54 pm		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 103 $8.57 $883 9,158
(Direct)		 View
2009-11-11
Exercise		 2009-11-12
12:11 pm		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $8.57 $4,285 9,555
(Direct)		 View
2009-11-09-
-2009-11-11
Exercise		 2009-11-12
12:08 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 8,000 $14.13 $113,040 48,891
(Direct)		 View
2009-11-10
Exercise		 2009-11-10
4:21 pm		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $8.57 $4,285 9,555
(Direct)		 View
2009-11-06
Exercise		 2009-11-09
4:43 pm		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 5,000 $14.13 $70,650 45,891
(Direct)		 View
2009-11-09
Exercise		 2009-11-09
12:59 pm		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $8.57 $4,285 9,555
(Direct)		 View
2009-11-05
Exercise		 2009-11-06
11:39 am		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 5,000 $14.13 $70,650 45,891
(Direct)		 View
2009-11-05-
-2009-11-06
Exercise		 2009-11-06
11:35 am		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 1,000 $8.57 $8,570 10,055
(Direct)		 View
2009-09-29
Gift		 2009-09-29
12:23 pm		 Morningstar, Inc. MORN Sturm Paul W
(Director)		 2,500 $0 $0 74,036
(Direct)		 View
2009-09-21
Exercise		 2009-09-22
11:56 am		 Morningstar, Inc. MORN Huang Tao
(Chief Operating Officer)		 33,000 $10.98 $362,340 466,702
(Direct)		 View
2009-05-15
Tax Withholding(A)		 2009-08-25
2:24 pm		 Morningstar, Inc. MORN Reinkemeyer Patrick J
(President, Morningstar Assocs.)		 1,762 $38.52 $67,872 65,472
(Direct)		 View
2009-08-15
Tax Withholding		 2009-08-18
12:18 pm		 Morningstar, Inc. MORN Cooley Richard Scott
(Chief Financial Officer)		 266 $44.41 $11,813 22,692
(Direct)		 View
2009-08-15
Tax Withholding		 2009-08-18
12:17 pm		 Morningstar, Inc. MORN Kapoor Kunal
(Head of Individual Software)		 75 $44.41 $3,331 7,239
(Direct)		 View
2009-05-15
Option Award(A)		 2009-06-22
3:49 pm		 Morningstar, Inc. MORN Kaplan Steven N
(Director)		 2,855 $0 $0 73,055
(Direct)		 View
2009-05-15
Option Award(A)		 2009-06-22
3:43 pm		 Morningstar, Inc. MORN Lyons William M
(Director)		 2,855 $0 $0 9,887
(Direct)		 View
2009-05-15
Option Award(A)		 2009-06-22
3:42 pm		 Morningstar, Inc. MORN NOONAN JACK
(Director)		 2,855 $0 $0 9,055
(Direct)		 View
2009-05-15
Option Award(A)		 2009-06-22
3:39 pm		 Morningstar, Inc. MORN PTAK FRANK S
(Director)		 2,855 $0 $0 9,416
(Direct)		 View
2009-05-15
Option Award
Tax Withholding		 2009-05-19
08:20 am		 Morningstar, Inc. MORN Robbins Richard E
(General Counsel and Secretary)		 8,273 $5.28 $43,682 18,066
(Direct)		 View
2009-05-15
Option Award		 2009-05-18
9:50 pm		 Morningstar, Inc. MORN Odelbo Catherine Gillis
(President, Equity Research)		 5,880 $0 $0 188,563
(Direct)		 View
2009-05-15
Option Award		 2009-05-18
9:45 pm		 Morningstar, Inc. MORN Desmond Bevin
(President, Int'l Business)		 5,880 $0 $0 35,569
(Direct)		 View
2009-05-15
Option Award		 2009-05-18
9:39 pm		 Morningstar, Inc. MORN Boruff Christopher P
(President, Advisor Software)		 5,880 $0 $0 54,680
(Direct)		 View
2009-05-15
Option Award		 2009-05-18
9:25 pm		 Morningstar, Inc. MORN Williams David W
(Managing Director, Design)		 5,841 $0 $0 60,988
(Direct)		 View
2008-05-15
Option Award
Tax Withholding		 2008-05-19
09:21 am		 Morningstar, Inc. MORN Rekenthaler John A
(VP, Research & New Prod. Dev.)		 2,078 $7.899 $16,415 157,375
(Direct)		 View
2008-02-13
Exercise		 2008-02-14
5:01 pm		 Morningstar, Inc. MORN Armour Timothy K
(Managing Director)		 156,114 $3.325 $519,047 450,229
(Direct)		 View
2007-07-10
Exercise		 2007-07-11
3:59 pm		 Morningstar, Inc. MORN Boudos Martha Dustin
(Chief Financial Officer)		 8,095 $9.966 $80,673 41,066
(Direct)		 View
2006-06-12
Exercise		 2006-06-13
4:35 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $2.77 $27,700 197,119
(Direct)		 View
2006-05-15
Option Award		 2006-05-16
4:45 pm		 Morningstar, Inc. MORN Henkel Michael C
(President, Ibbotson Associates)		 11,243 $0 $0 11,243
(Direct)		 View
(A) Indicate amendment filing.
Stock options: Exercise, Award, Grant, Conversion
Transaction
& Date		 Reported
Date		 Exercisable
Expiration		 Company Symbol Insider
Relationship		 Shares
Traded		 Conversion
Price		 Shares
Ownership		 Filing
2009-11-19
Exercise		 2009-11-20
1:09 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,000 $14.13 15,663
(Direct)		 View
2009-11-18
Exercise		 2009-11-19
2:01 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,587 $14.13 17,663
(Direct)		 View
2009-11-16
Exercise		 2009-11-18
5:05 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,000 $14.13 24,250
(Direct)		 View
2009-11-17
Exercise		 2009-11-18
5:05 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 4,000 $14.13 20,250
(Direct)		 View
2009-11-13
Exercise		 2009-11-16
3:55 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 2,500 $14.13 26,250
(Direct)		 View
2009-11-12
Exercise		 2009-11-16
3:54 pm		 N/A
2013-01-30		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 103 $8.57 8,397
(Direct)		 View
2009-11-11
Exercise		 2009-11-12
12:11 pm		 N/A
2013-01-30		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $8.57 8,500
(Direct)		 View
2009-11-09
Exercise		 2009-11-12
12:08 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 5,000 $14.13 31,750
(Direct)		 View
2009-11-11
Exercise		 2009-11-12
12:08 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 3,000 $14.13 28,750
(Direct)		 View
2009-11-10
Exercise		 2009-11-10
4:21 pm		 N/A
2013-01-30		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $8.57 9,000
(Direct)		 View
2009-11-06
Exercise		 2009-11-09
4:43 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 5,000 $14.13 36,750
(Direct)		 View
2009-11-09
Exercise		 2009-11-09
12:59 pm		 N/A
2013-01-30		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $8.57 9,500
(Direct)		 View
2009-11-05
Exercise		 2009-11-06
11:39 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Kirscher Elizabeth
(Pres., Data Services)		 5,000 $14.13 41,750
(Direct)		 View
2009-11-05
Exercise		 2009-11-06
11:35 am		 N/A
2013-01-30		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $8.57 10,500
(Direct)		 View
2009-11-06
Exercise		 2009-11-06
11:35 am		 N/A
2013-01-30		 Morningstar, Inc. MORN FRANCIS CHERYL A
(Director)		 500 $8.57 10,000
(Direct)		 View
2009-09-21
Exercise		 2009-09-22
11:56 am		 N/A
2010-01-03		 Morningstar, Inc. MORN Huang Tao
(Chief Operating Officer)		 33,000 $10.98 0
(Direct)		 View
2008-02-13
Exercise		 2008-02-14
5:01 pm		 N/A
2008-04-15		 Morningstar, Inc. MORN Armour Timothy K
(Managing Director)		 120,000 $2 0
(Direct)		 View
2008-02-13
Exercise		 2008-02-14
5:01 pm		 N/A
2008-06-30		 Morningstar, Inc. MORN Armour Timothy K
(Managing Director)		 2,446 $2.77 0
(Direct)		 View
2008-02-13
Exercise		 2008-02-14
5:01 pm		 N/A
2008-06-30		 Morningstar, Inc. MORN Armour Timothy K
(Managing Director)		 4,893 $2.77 0
(Direct)		 View
2008-02-13
Exercise		 2008-02-14
5:01 pm		 N/A
2008-12-01		 Morningstar, Inc. MORN Armour Timothy K
(Managing Director)		 6,971 $2.77 0
(Direct)		 View
2008-02-13
Exercise		 2008-02-14
5:01 pm		 N/A
2009-06-30		 Morningstar, Inc. MORN Armour Timothy K
(Managing Director)		 3,963 $10.98 0
(Direct)		 View
2008-02-13
Exercise		 2008-02-14
5:01 pm		 N/A
2009-06-30		 Morningstar, Inc. MORN Armour Timothy K
(Managing Director)		 8,022 $10.98 0
(Direct)		 View
2008-02-13
Exercise		 2008-02-14
5:01 pm		 N/A
2009-12-01		 Morningstar, Inc. MORN Armour Timothy K
(Managing Director)		 3,273 $10.98 0
(Direct)		 View
2008-02-13
Exercise		 2008-02-14
5:01 pm		 N/A
2009-12-01		 Morningstar, Inc. MORN Armour Timothy K
(Managing Director)		 6,546 $10.98 0
(Direct)		 View
2007-07-10
Exercise		 2007-07-11
3:59 pm		 N/A
2008-12-31		 Morningstar, Inc. MORN Boudos Martha Dustin
(Chief Financial Officer)		 1,000 $2.77 0
(Direct)		 View
2007-07-10
Exercise		 2007-07-11
3:59 pm		 N/A
2009-06-30		 Morningstar, Inc. MORN Boudos Martha Dustin
(Chief Financial Officer)		 1,224 $10.98 0
(Direct)		 View
2007-07-10
Exercise		 2007-07-11
3:59 pm		 N/A
2009-06-30		 Morningstar, Inc. MORN Boudos Martha Dustin
(Chief Financial Officer)		 2,478 $10.98 0
(Direct)		 View
2007-07-10
Exercise		 2007-07-11
3:59 pm		 N/A
2009-12-01		 Morningstar, Inc. MORN Boudos Martha Dustin
(Chief Financial Officer)		 1,131 $10.98 0
(Direct)		 View
2007-07-10
Exercise		 2007-07-11
3:59 pm		 N/A
2009-12-01		 Morningstar, Inc. MORN Boudos Martha Dustin
(Chief Financial Officer)		 2,262 $10.98 0
(Direct)		 View
2006-06-12
Exercise		 2006-06-13
4:35 pm		 N/A
2009-02-15		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $2.77 642,310
(Direct)		 View
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