Insider Trading: Morningstar Inc (MORN.O)

MORN.O on Nasdaq

74.91USD
31 Mar 2015
Change (% chg)

$-0.85 (-1.12%)
Prev Close
$75.76
Open
$75.46
Day's High
$75.69
Day's Low
$74.41
Volume
58,772
Avg. Vol
68,579
52-wk High
$80.00
52-wk Low
$61.03

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All Insider Trades
Trading Date Name Title Type Shares Traded Price
22 Mar 2015

PHILLIPS DONALD JAMES II

Director Sell 2,000 $75.04
15 Mar 2015

PHILLIPS DONALD JAMES II

Director Sell 2,000 $74.65
15 Mar 2015

Landis Gail S

Director Gift 200 $0.00
8 Mar 2015

PHILLIPS DONALD JAMES II

Director Sell 199 $74.18
8 Mar 2015

PHILLIPS DONALD JAMES II

Director Sell 1,801 $73.57
1 Mar 2015

PHILLIPS DONALD JAMES II

Director Sell 2,000 $74.89
22 Feb 2015

PHILLIPS DONALD JAMES II

Director Sell 2,000 $76.91
16 Feb 2015

PHILLIPS DONALD JAMES II

Director Sell 300 $77.81
16 Feb 2015

PHILLIPS DONALD JAMES II

Director Sell 1,700 $77.16
29 Jan 2015

Goff Gregory R

Chief Technology Officer Buy 9 $0.00
29 Jan 2015

Desmond Bevin

Officer Buy 12 $0.00
29 Jan 2015

Zentmyer Hugh J

Director Buy 1 $0.00
29 Jan 2015

KELLY HAYWOOD

Officer Buy 3 $0.00
29 Jan 2015

STURM PAUL W

Director Buy 1 $0.00
29 Jan 2015

KAPLAN STEVEN N

Director Buy 1 $0.00
29 Jan 2015

Idzorek Thomas

Officer Buy 23 $0.00
29 Jan 2015

Odelbo Catherine Gillis

Officer Buy 49 $0.00
29 Jan 2015

Kapoor Kunal

Officer Buy 10 $0.00
29 Jan 2015

Williams David W

Officer Buy 9 $0.00
29 Jan 2015

Lyons William M

Director Buy 1 $0.00
29 Jan 2015

Robbins Richard E

General Counsel Buy 11 $0.00
29 Jan 2015

Noonan Jack

Director Buy 1 $0.00
29 Jan 2015

Francis Cheryl A

Director Buy 1 $0.00
29 Jan 2015

Desmond Bevin

Officer Buy 1 $0.00
29 Jan 2015

PHILLIPS DONALD JAMES II

Director Buy 10 $0.00

Institutional Holders

% Shares Owned: 40.56%
# of Holders: 182
Total Shares Held: 17,989,874
3 Mo. Net Change: 849,509
# New Positions: 22
# Closed Positions: 14
# Increased Positions: 83
# Reduced Positions: 69
# Net Buyers: 14

Officers & Directors

Name Age Since Current Position

Joe Mansueto

58 2000 Chairman of the Board, Chief Executive Officer

Stephane Biehler

47 2013 Chief Financial Officer

Daniel Needham

36 2015 President, Chief Investment Officer - Morningstar Investment Management Group

Gregory Goff

43 2011 Chief Technology Officer

Robert Pinkerton

45 2015 Chief Marketing Officer

Richard Robbins

52 2005 General Counsel, Corporate Secretary

Don Phillips

51 2014 Managing Director, Director

Bevin Desmond

48 2010 Global Head - Markets and Human Resources

Matt Fellowes

40 2015 Chief Innovation Officer

Thomas Idzorek

43 2015 Head of Investment methodology - Economic research

Kunal Kapoor

39 2014 Head of Products and Client Solutions

Haywood Kelly

46 2014 Global Head - Research

Catherine Odelbo

52 2013 Head - Corporate Strategy and Partnerships

James Tanner

54 2013 Global Head - Business Development and Sales

David Williams

57 2013 Head of Design

Cheryl Francis

61 2002 Independent Director

Steven Kaplan

55 1999 Independent Director

Gail Landis

61 2013 Independent Director

William Lyons

58 2007 Independent Director

Jack Noonan

67 1999 Independent Director

Paul Sturm

67 1999 Independent Director

Hugh Zentmyer

68 2010 Independent Director
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