Insider Trading: Morningstar Inc (MORN.O)

MORN.O on Nasdaq

75.12USD
18 Jun 2013
Price Change (% chg)

$0.24 (+0.32%)
Prev Close
$74.88
Open
$74.74
Day's High
$75.31
Day's Low
$74.47
Volume
53,228
Avg. Vol
61,211
52-wk High
$75.35
52-wk Low
$56.09

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KAPLAN STEVEN N
Trading Date Type Shares Traded Price Shares Held
14 May 2013 Buy 1,571 $0.00 58,725
29 Apr 2013 Buy 10 $0.00 57,154
27 Dec 2012 Buy 11 $0.00 57,144
4 Dec 2012 Sell 2,051 $63.23 57,133
4 Dec 2012 Sell 949 $62.12 57,133
6 Nov 2012 Sell 3,000 $63.54 60,133
30 Oct 2012 Buy 12 $0.00 63,133
4 Sep 2012 Sell 3,000 $59.90 63,121
30 Jul 2012 Buy 6 $0.00 66,121
14 May 2012 Buy 1,984 $0.00 66,115
29 Apr 2012 Buy 9 $0.00 64,131
30 Jan 2012 Buy 9 $0.00 64,122
5 Dec 2011 Sell 2,500 $59.58 64,113
8 Nov 2011 Sell 2,500 $58.70 66,613
30 Oct 2011 Buy 4 $0.00 69,113
19 Sep 2011 Sell 2,500 $59.29 69,109
28 Jul 2011 Buy 4 $0.00 71,609
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Institutional Holders

% Shares Owned: 52.93%
# of Holders: 185
Total Shares Held: 24,613,288
3 Mo. Net Change: -159,938
# New Positions: 22
# Closed Positions: 8
# Increased Positions: 72
# Reduced Positions: 69
# Net Buyers: 3

Officers & Directors

Name Age Since Current Position

Joe Mansueto

 56 2000 Chairman of the Board, Chief Executive Officer

Scott Cooley

 44 2007 Chief Financial Officer

Chris Boruff

 47 2009 President - Software Division

Bevin Desmond

 46 2009 President - International Operations and Global Human Resources

Thomas Idzorek

 42 2012 President - Global Investment Management Division

Kunal Kapoor

 37 2012 President - Data Division

Catherine Odelbo

 50 2012 Executive Vice President - Corporate Strategy and Partnerships

Gregory Goff

 41 2011 Chief Technology Officer

Richard Robbins

 50 2005 General Counsel, Corporate Secretary

Don Phillips

 50 2012 President - Investment Research Division, Managing Director, Director

David Williams

 52 2000 Managing Director - Design

James Tanner

 52 2013 Global Head - Business Development and Sales

Cheryl Francis

 59 2002 Independent Director

Steve Kaplan

 53 1999 Independent Director

William Lyons

 57 2007 Independent Director

Jack Noonan

 65 1999 Independent Director

Paul Sturm

 66 1999 Independent Director

Hugh Zentmyer

 66 2010 Independent Director
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