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Sec Filings Insider Trading - Phillips Donald James II - Portfolio Holdings (Majority Ownership)
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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>>
Insider Trading Transactions for Phillips Donald James II
Phillips Donald James II: Insider Trading and Stock Options
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Common stock purchase or sale:
Transaction
& Date		 Reported
Date		 Company Symbol Insider
Relationship		 Shares
Traded		 Average
Price		 Total
Amount		 Shares
Ownership		 Filing
2008-11-06
Sale		 2008-11-07
10:45 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 300 $35.02 $10,505 367,102
(Direct)		 View
2008-10-23
Sale		 2008-10-24
10:24 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $47.49 $474,890 357,602
(Direct)		 View
2008-10-16
Sale		 2008-10-17
09:46 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $46.95 $469,489 357,602
(Direct)		 View
2008-10-09
Sale		 2008-10-10
2:47 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $51.85 $518,493 357,602
(Direct)		 View
2008-10-02
Sale		 2008-10-03
11:10 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $57.58 $719,704 357,602
(Direct)		 View
2008-09-25
Sale		 2008-09-25
5:28 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $57.83 $722,844 348,102
(Direct)		 View
2008-09-22
Sale		 2008-09-23
12:43 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 351 $64 $22,464 348,102
(Direct)		 View
2008-09-19
Sale		 2008-09-19
5:11 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,300 $61.39 $141,202 348,102
(Direct)		 View
2008-09-18
Sale		 2008-09-18
5:25 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,200 $55.53 $566,380 348,102
(Direct)		 View
2008-09-11
Sale		 2008-09-11
5:00 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $61.63 $770,315 348,102
(Direct)		 View
2008-09-04
Sale		 2008-09-04
5:07 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $65.62 $984,255 348,102
(Direct)		 View
2008-08-28
Sale		 2008-08-28
5:38 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $64.62 $969,371 338,602
(Direct)		 View
2008-08-22
Sale		 2008-08-25
11:14 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,500 $64.01 $160,033 338,602
(Direct)		 View
2008-08-21
Sale		 2008-08-22
1:30 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $62.89 $786,155 338,602
(Direct)		 View
2008-08-14
Sale		 2008-08-15
11:06 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $64.75 $971,298 338,602
(Direct)		 View
2008-08-07
Sale		 2008-08-07
4:58 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $63.63 $954,515 338,602
(Direct)		 View
2008-07-24
Sale		 2008-07-25
2:16 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $64.26 $963,942 329,102
(Direct)		 View
2008-07-17
Sale		 2008-07-18
10:25 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $64.04 $960,663 329,102
(Direct)		 View
2008-07-10
Sale		 2008-07-10
4:43 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $63.75 $956,308 329,102
(Direct)		 View
2008-07-03
Sale		 2008-07-07
3:53 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $66.59 $998,922 329,102
(Direct)		 View
2008-06-26
Sale		 2008-06-27
12:36 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 5,900 $72.51 $427,782 319,602
(Direct)		 View
2008-06-26
Sale		 2008-06-27
12:36 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 6,181 $71.9 $444,439 325,502
(Direct)		 View
2008-06-26
Sale		 2008-06-27
12:35 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 5,219 $71.33 $372,271 331,883
(Direct)		 View
2008-06-19
Sale		 2008-06-20
3:05 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 4,398 $72.95 $320,822 319,602
(Direct)		 View
2008-06-19
Sale		 2008-06-20
3:04 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 13,102 $72.64 $951,673 324,000
(Direct)		 View
2008-06-12-
-2008-06-13
Sale		 2008-06-16
5:57 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 11,598 $69.96 $811,450 319,602
(Direct)		 View
2008-06-12
Sale		 2008-06-16
5:55 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 5,900 $68.87 $406,362 331,202
(Direct)		 View
2008-06-05
Sale		 2008-06-09
9:19 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 4,900 $71.28 $349,262 319,602
(Direct)		 View
2008-06-05
Sale		 2008-06-09
9:14 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 6,180 $70.82 $437,665 324,502
(Direct)		 View
2008-06-05
Sale		 2008-06-09
9:04 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 3,920 $70.18 $275,110 330,682
(Direct)		 View
2008-05-29
Sale		 2008-05-30
12:30 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,000 $72 $144,009 310,102
(Direct)		 View
2008-05-22
Sale		 2008-05-23
11:13 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 3,400 $70.97 $241,314 310,102
(Direct)		 View
2008-05-22
Sale		 2008-05-23
11:12 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 6,977 $70.22 $489,898 313,502
(Direct)		 View
2008-05-22
Sale		 2008-05-23
11:11 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 5,123 $69.84 $357,773 320,479
(Direct)		 View
2008-05-15
Sale		 2008-05-15
5:28 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 500 $73.16 $36,582 306,536
(Direct)		 View
2008-05-15
Sale		 2008-05-15
5:26 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 9,100 $72.92 $663,585 307,036
(Direct)		 View
2008-05-15
Sale		 2008-05-15
5:25 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 8,000 $72.53 $580,261 316,136
(Direct)		 View
2008-05-08
Sale		 2008-05-09
10:35 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 4,998 $73.96 $369,675 306,536
(Direct)		 View
2008-05-08
Sale		 2008-05-09
10:35 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 5,602 $73.35 $410,890 311,534
(Direct)		 View
Other transactions:
Transaction
& Date		 Reported
Date		 Company Symbol Insider
Relationship		 Shares
Traded		 Average
Price		 Total
Amount		 Shares
Ownership		 Filing
2008-11-06
Exercise		 2008-11-07
10:45 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 9,800 $3.118 $30,554 367,402
(Direct)		 View
2008-10-23
Exercise		 2008-10-24
10:24 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $14.13 $141,300 367,602
(Direct)		 View
2008-10-16
Exercise		 2008-10-17
09:46 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $14.13 $141,300 367,602
(Direct)		 View
2008-10-09
Exercise		 2008-10-10
2:47 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $14.13 $141,300 367,602
(Direct)		 View
2008-10-02
Exercise		 2008-10-03
11:10 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 22,000 $9.225 $202,940 370,102
(Direct)		 View
2008-09-25
Exercise		 2008-09-25
5:28 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $14.13 $176,625 360,602
(Direct)		 View
2008-09-22
Exercise		 2008-09-23
12:43 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 351 $14.13 $4,960 348,453
(Direct)		 View
2008-09-19
Exercise		 2008-09-19
5:11 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,300 $14.13 $32,499 350,402
(Direct)		 View
2008-09-18
Exercise		 2008-09-18
5:25 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,200 $14.13 $144,126 358,302
(Direct)		 View
2008-09-11
Exercise		 2008-09-11
5:00 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $14.13 $176,625 360,602
(Direct)		 View
2008-09-04
Exercise		 2008-09-04
5:07 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 24,500 $9.725 $238,265 363,102
(Direct)		 View
2008-08-28
Exercise		 2008-08-28
5:38 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 $211,950 353,602
(Direct)		 View
2008-08-22
Exercise		 2008-08-25
11:14 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,500 $14.13 $35,325 341,102
(Direct)		 View
2008-08-21
Exercise		 2008-08-22
1:30 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $14.13 $176,625 351,102
(Direct)		 View
2008-08-14
Exercise		 2008-08-15
11:06 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 $211,950 353,602
(Direct)		 View
2008-08-07
Exercise		 2008-08-07
4:58 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 24,500 $9.725 $238,265 353,602
(Direct)		 View
2008-07-24
Exercise		 2008-07-25
2:16 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 $211,950 344,102
(Direct)		 View
2008-07-17
Exercise		 2008-07-18
10:25 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 $211,950 344,102
(Direct)		 View
2008-07-10
Exercise		 2008-07-10
4:43 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 $211,950 344,102
(Direct)		 View
2008-07-03
Exercise		 2008-07-07
3:53 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 24,500 $9.725 $238,265 344,102
(Direct)		 View
2008-06-26
Exercise		 2008-06-27
12:35 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 17,500 $14.13 $247,275 337,102
(Direct)		 View
2008-06-19
Exercise		 2008-06-20
3:04 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 17,500 $14.13 $247,275 337,102
(Direct)		 View
2008-06-12-
-2008-06-13
Exercise		 2008-06-16
5:55 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 17,500 $14.13 $247,275 337,102
(Direct)		 View
2008-06-05
Exercise		 2008-06-09
9:04 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 24,500 $9.725 $238,265 334,602
(Direct)		 View
2008-05-29
Exercise		 2008-05-30
12:30 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,000 $14.13 $28,260 312,102
(Direct)		 View
2008-05-22
Exercise		 2008-05-23
11:11 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,500 $14.13 $219,015 325,602
(Direct)		 View
2008-05-15
Option Award
Tax Withholding		 2008-05-19
08:16 am		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 6,668 $17.05 $113,657 310,102
(Direct)		 View
2008-05-15
Exercise		 2008-05-15
5:25 pm		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 17,500 $14.13 $247,275 324,036
(Direct)		 View
Stock options: Exercise, Award, Grant, Conversion
Transaction
& Date		 Reported
Date		 Exercisable
Expiration		 Company Symbol Insider
Relationship		 Shares
Traded		 Conversion
Price		 Shares
Ownership		 Filing
2008-11-06
Exercise		 2008-11-07
10:45 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 300 $14.13 219,559
(Direct)		 View
2008-11-06
Exercise		 2008-11-07
10:45 am		 N/A
2009-02-15		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 9,500 $2.77 40,076
(Direct)		 View
2008-10-23
Exercise		 2008-10-24
10:24 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $14.13 219,859
(Direct)		 View
2008-10-16
Exercise		 2008-10-17
09:46 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $14.13 229,859
(Direct)		 View
2008-10-09
Exercise		 2008-10-10
2:47 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,000 $14.13 239,859
(Direct)		 View
2008-10-02
Exercise		 2008-10-03
11:10 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $14.13 249,859
(Direct)		 View
2008-10-02
Exercise		 2008-10-03
11:10 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 9,500 $2.77 49,576
(Direct)		 View
2008-09-25
Exercise		 2008-09-25
5:28 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $14.13 262,359
(Direct)		 View
2008-09-22
Exercise		 2008-09-23
12:43 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 351 $14.13 274,859
(Direct)		 View
2008-09-19
Exercise		 2008-09-19
5:11 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,300 $14.13 275,210
(Direct)		 View
2008-09-18
Exercise		 2008-09-18
5:25 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 10,200 $14.13 277,510
(Direct)		 View
2008-09-11
Exercise		 2008-09-11
5:00 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $14.13 287,710
(Direct)		 View
2008-09-04
Exercise		 2008-09-04
5:07 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 300,210
(Direct)		 View
2008-09-04
Exercise		 2008-09-04
5:07 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 9,500 $2.77 59,076
(Direct)		 View
2008-08-28
Exercise		 2008-08-28
5:38 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 315,210
(Direct)		 View
2008-08-22
Exercise		 2008-08-25
11:14 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,500 $14.13 330,210
(Direct)		 View
2008-08-21
Exercise		 2008-08-22
1:30 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 12,500 $14.13 332,710
(Direct)		 View
2008-08-14
Exercise		 2008-08-15
11:06 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 345,210
(Direct)		 View
2008-08-07
Exercise		 2008-08-07
4:58 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 360,210
(Direct)		 View
2008-08-07
Exercise		 2008-08-07
4:58 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 9,500 $2.77 68,576
(Direct)		 View
2008-07-24
Exercise		 2008-07-25
2:16 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 375,210
(Direct)		 View
2008-07-17
Exercise		 2008-07-18
10:25 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 390,210
(Direct)		 View
2008-07-10
Exercise		 2008-07-10
4:43 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 405,210
(Direct)		 View
2008-07-03
Exercise		 2008-07-07
3:53 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 17,500 $14.13 420,210
(Direct)		 View
2008-07-03
Exercise		 2008-07-07
3:53 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 9,500 $2.77 78,076
(Direct)		 View
2008-06-26
Exercise		 2008-06-27
12:35 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 17,500 $14.13 435,210
(Direct)		 View
2008-06-19
Exercise		 2008-06-20
3:04 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 17,500 $14.13 452,710
(Direct)		 View
2008-06-12
Exercise		 2008-06-16
5:55 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 472,710
(Direct)		 View
2008-06-13
Exercise		 2008-06-16
5:55 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,500 $14.13 470,210
(Direct)		 View
2008-06-05
Exercise		 2008-06-09
9:04 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,000 $14.13 48,771,060,210
(Direct)		 View
2008-06-05
Exercise		 2008-06-09
9:04 pm		 N/A
2009-02-15		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 9,500 $2.77 87,576
(Direct)		 View
2008-05-29
Exercise		 2008-05-30
12:30 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 2,000 $14.13 502,710
(Direct)		 View
2008-05-22
Exercise		 2008-05-23
11:11 am		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 15,500 $14.13 504,710
(Direct)		 View
2008-05-15
Exercise		 2008-05-15
5:25 pm		 N/A
2010-05-01		 Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)		 17,500 $14.13 520,210
(Direct)		 View
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