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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
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
2009-10-22
Sale
2009-10-22
4:09 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
1,250 $50.93 $63,664 318,340
(Direct)
View
2009-10-15
Sale
2009-10-15
11:16 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
1,250 $51.26 $64,075 319,590
(Direct)
View
2009-10-09
Sale
2009-10-09
4:29 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director)
24,800 $50.88 $1,261,841 320,840
(Direct)
View
2009-10-08
Sale
2009-10-08
5:27 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
27,300 $50.8 $1,386,731 345,640
(Direct)
View
2009-10-06
Sale
2009-10-07
11:23 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
400 $50 $20,000 372,940
(Direct)
View
2009-09-17
Sale
2009-09-18
11:36 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
5,846 $45.85 $268,044 379,340
(Direct)
View
2009-09-10
Sale
2009-09-10
5:57 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $43.15 $269,669 379,340
(Direct)
View
2009-09-03
Sale
2009-09-03
4:21 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $42.43 $265,202 379,340
(Direct)
View
2009-08-27
Sale
2009-08-28
12:33 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $43.86 $274,117 379,340
(Direct)
View
2009-08-20
Sale
2009-08-20
4:18 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $43.37 $271,066 379,340
(Direct)
View
2009-08-13
Sale
2009-08-14
12:47 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $45.03 $281,460 379,340
(Direct)
View
2009-08-06
Sale
2009-08-10
11:46 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $46.68 $291,721 365,238
(Direct)
View
2009-07-23
Sale
2009-07-24
10:15 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $45.34 $283,361 414,304
(Direct)
View
2009-07-16
Sale
2009-07-17
12:36 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $42.49 $265,576 414,304
(Direct)
View
2009-07-14
Sale
2009-07-14
3:09 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
3,750 $40.04 $150,163 414,304
(Direct)
View
2009-07-09
Sale
2009-07-10
11:02 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $39.62 $99,060 406,021
(Direct)
View
2009-07-02
Sale
2009-07-02
4:56 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $40.59 $253,662 406,021
(Direct)
View
2009-06-24-
-2009-06-25
Sale
2009-06-25
5:03 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
10,000 $40 $400,016 406,021
(Direct)
View
2009-06-18
Sale
2009-06-19
12:35 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $38.82 $97,060 406,021
(Direct)
View
2009-06-11
Sale
2009-06-12
1:48 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $41.5 $259,389 406,021
(Direct)
View
2009-06-04
Sale
2009-06-05
3:17 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $41.22 $257,628 406,021
(Direct)
View
2009-05-28
Sale
2009-06-01
1:11 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $40.43 $252,669 406,021
(Direct)
View
2009-05-21
Sale
2009-05-22
12:37 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $39.72 $248,276 406,021
(Direct)
View
2009-05-18-
-2009-05-19
Sale
2009-05-19
5:21 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
3,750 $40.02 $150,062 406,021
(Direct)
View
2009-05-14
Sale
2009-05-15
2:05 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $38.57 $96,417 407,178
(Direct)
View
2009-05-07
Sale
2009-05-11
12:31 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $43.24 $270,229 407,178
(Direct)
View
2009-04-29-
-2009-05-01
Sale
2009-05-01
1:33 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
75,000 $40.57 $3,042,396 407,178
(Direct)
View
2009-04-23
Sale
2009-04-24
2:38 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $35.16 $87,904 407,178
(Direct)
View
2009-04-09
Sale
2009-04-09
11:46 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $31.89 $79,725 407,178
(Direct)
View
2009-04-02
Sale
2009-04-02
10:33 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $33.29 $83,218 407,178
(Direct)
View
2009-03-26
Sale
2009-03-26
12:45 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $35.23 $88,080 407,178
(Direct)
View
2009-03-19
Sale
2009-03-19
3:43 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $31.23 $78,076 407,178
(Direct)
View
2009-03-12
Sale
2009-03-13
4:43 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $30 $75,000 407,178
(Direct)
View
2009-03-11
Sale
2009-03-11
3:52 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
5,000 $30.03 $150,128 407,178
(Direct)
View
2009-02-19
Sale
2009-02-23
3:05 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $33.27 $83,180 407,178
(Direct)
View
2009-02-12
Sale
2009-02-13
2:33 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $33.93 $84,818 407,178
(Direct)
View
Other transactions:
Transaction
& Date
Reported
Date
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Ownership
Filing
2009-09-23
Gift
2009-09-23
3:21 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,000 $0 $0 373,340
(Direct)
View
2009-09-17
Exercise
2009-09-18
11:36 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
5,846 $14.13 $82,604 385,186
(Direct)
View
2009-09-10
Exercise
2009-09-10
5:57 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 385,590
(Direct)
View
2009-09-03
Exercise
2009-09-03
4:21 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 385,590
(Direct)
View
2009-08-27
Exercise
2009-08-28
12:33 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 385,590
(Direct)
View
2009-08-20
Exercise
2009-08-20
4:18 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 385,590
(Direct)
View
2009-08-13
Exercise
2009-08-14
12:47 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 385,590
(Direct)
View
2009-05-15
Tax Withholding(A)
2009-08-14
12:47 pm
Morningstar, Inc. MORN Phillips Donald James II
(President, Fund Research
Director)
2,055 $38.52 $79,159 379,340
(Direct)
View
2009-08-06
Exercise
2009-08-10
11:46 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 436,488
(Direct)
View
2009-07-23
Exercise
2009-07-24
10:15 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 420,554
(Direct)
View
2009-07-16
Exercise
2009-07-17
12:36 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 420,554
(Direct)
View
2009-07-14
Exercise
2009-07-14
3:09 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
3,750 $14.13 $52,988 409,771
(Direct)
View
2009-07-09
Exercise
2009-07-10
11:02 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 408,521
(Direct)
View
2009-07-02
Exercise
2009-07-02
4:56 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 412,271
(Direct)
View
2009-06-24-
-2009-06-25
Exercise
2009-06-25
5:03 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
10,000 $14.13 $141,300 416,021
(Direct)
View
2009-06-18
Exercise
2009-06-19
12:35 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 408,521
(Direct)
View
2009-06-11
Exercise
2009-06-12
1:48 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 412,271
(Direct)
View
2009-06-04
Exercise
2009-06-05
3:17 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 412,271
(Direct)
View
2009-05-28
Exercise
2009-06-01
1:11 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 412,271
(Direct)
View
2009-05-21
Exercise
2009-05-22
12:37 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 412,271
(Direct)
View
2009-05-18-
-2009-05-19
Exercise
2009-05-19
5:21 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
3,750 $14.13 $52,988 409,771
(Direct)
View
2009-05-15
Tax Withholding
2009-05-19
08:18 am
Morningstar, Inc. MORN Phillips Donald James II
(President, Fund Research
Director)
1,157 $38.52 $44,568 406,021
(Direct)
View
2009-05-14
Exercise
2009-05-15
2:05 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 409,678
(Direct)
View
2009-05-07
Exercise
2009-05-11
12:31 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 $88,312 413,428
(Direct)
View
2009-04-29-
-2009-05-01
Exercise
2009-05-01
1:33 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
75,000 $14.13 $1,059,750 482,178
(Direct)
View
2009-04-23
Exercise
2009-04-24
2:38 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 409,678
(Direct)
View
2009-04-09
Exercise
2009-04-09
11:46 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 409,678
(Direct)
View
2009-04-02
Exercise
2009-04-02
10:33 am
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 409,678
(Direct)
View
2009-03-26
Exercise
2009-03-26
12:45 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 409,678
(Direct)
View
2009-03-19
Exercise
2009-03-19
3:43 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 409,678
(Direct)
View
2009-03-12
Exercise
2009-03-13
4:43 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 409,678
(Direct)
View
2009-03-11
Exercise
2009-03-11
3:52 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
5,000 $14.13 $70,650 412,678
(Direct)
View
2009-02-19
Exercise
2009-02-23
3:05 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 $35,325 409,678
(Direct)
View
2009-02-12
Exercise
2009-02-13
2:33 pm
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $12.51 $31,271 409,578
(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
2009-09-17
Exercise
2009-09-18
11:36 am
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
5,846 $14.13 0
(Direct)
View
2009-09-10
Exercise
2009-09-10
5:57 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 5,846
(Direct)
View
2009-09-03
Exercise
2009-09-03
4:21 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 12,096
(Direct)
View
2009-08-27
Exercise
2009-08-28
12:33 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 18,346
(Direct)
View
2009-08-20
Exercise
2009-08-20
4:18 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 24,596
(Direct)
View
2009-08-13
Exercise
2009-08-14
12:47 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 30,846
(Direct)
View
2009-08-06
Exercise
2009-08-10
11:46 am
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 37,096
(Direct)
View
2009-07-23
Exercise
2009-07-24
10:15 am
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 43,346
(Direct)
View
2009-07-16
Exercise
2009-07-17
12:36 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 49,596
(Direct)
View
2009-07-14
Exercise
2009-07-14
3:09 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
3,750 $14.13 55,846
(Direct)
View
2009-07-09
Exercise
2009-07-10
11:02 am
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 59,596
(Direct)
View
2009-07-02
Exercise
2009-07-02
4:56 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 62,096
(Direct)
View
2009-06-24
Exercise
2009-06-25
5:03 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
90 $14.13 78,256
(Direct)
View
2009-06-25
Exercise
2009-06-25
5:03 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
9,910 $14.13 68,346
(Direct)
View
2009-06-18
Exercise
2009-06-19
12:35 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 78,346
(Direct)
View
2009-06-11
Exercise
2009-06-12
1:48 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 80,846
(Direct)
View
2009-06-04
Exercise
2009-06-05
3:17 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 87,096
(Direct)
View
2009-05-28
Exercise
2009-06-01
1:11 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 93,346
(Direct)
View
2009-05-21
Exercise
2009-05-22
12:37 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 99,596
(Direct)
View
2009-05-18
Exercise
2009-05-19
5:21 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 107,096
(Direct)
View
2009-05-19
Exercise
2009-05-19
5:21 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
1,250 $14.13 105,846
(Direct)
View
2009-05-14
Exercise
2009-05-15
2:05 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 109,596
(Direct)
View
2009-05-07
Exercise
2009-05-11
12:31 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
6,250 $14.13 112,096
(Direct)
View
2009-04-29
Exercise
2009-05-01
1:33 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
21,400 $14.13 171,946
(Direct)
View
2009-04-30
Exercise
2009-05-01
1:33 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
40,095 $14.13 131,851
(Direct)
View
2009-05-01
Exercise
2009-05-01
1:33 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
13,505 $14.13 118,346
(Direct)
View
2009-04-23
Exercise
2009-04-24
2:38 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 193,346
(Direct)
View
2009-04-09
Exercise
2009-04-09
11:46 am
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 198,346
(Direct)
View
2009-04-02
Exercise
2009-04-02
10:33 am
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 200,846
(Direct)
View
2009-03-26
Exercise
2009-03-26
12:45 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 203,346
(Direct)
View
2009-03-19
Exercise
2009-03-19
3:43 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 205,846
(Direct)
View
2009-03-12
Exercise
2009-03-13
4:43 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 208,346
(Direct)
View
2009-03-11
Exercise
2009-03-11
3:52 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
5,000 $14.13 210,846
(Direct)
View
2009-02-19
Exercise
2009-02-23
3:05 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
2,500 $14.13 215,846
(Direct)
View
2009-02-12
Exercise
2009-02-13
2:33 pm
N/A
2009-12-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
1,287 $10.98 0
(Direct)
View
2009-02-12
Exercise
2009-02-13
2:33 pm
N/A
2010-05-01
Morningstar, Inc. MORN Phillips Donald James II
(Managing Director
Director)
1,213 $14.13 218,346
(Direct)
View
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