Insider Trading: Morningstar Inc (MORN.OQ)

MORN.OQ on NASDAQ Stock Exchange Global Select Market

67.66USD
20 Aug 2014
Price Change (% chg)

$0.05 (+0.07%)
Prev Close
$67.61
Open
$67.66
Day's High
$67.66
Day's Low
$67.56
Volume
2,358
Avg. Vol
22,583
52-wk High
$85.89
52-wk Low
$66.33

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KAPLAN STEVEN N
Trading Date Type Shares Traded Price Shares Held
30 Jul 2014 Buy 1 $0.00 54,514
14 May 2014 Buy 1,778 $0.00 54,513
29 Apr 2014 Buy 3 $0.00 52,735
30 Jan 2014 Buy 3 $0.00 52,732
9 Dec 2013 Sell 2,000 $80.31 52,729
18 Nov 2013 Sell 2,000 $84.71 54,729
30 Oct 2013 Buy 2 $0.00 56,729
23 Sep 2013 Sell 2,000 $78.24 56,727
30 Jul 2013 Buy 2 $0.00 58,727
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 949 $62.12 57,133
4 Dec 2012 Sell 2,051 $63.23 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

Institutional Holders

% Shares Owned: 50.42%
# of Holders: 187
Total Shares Held: 22,548,759
3 Mo. Net Change: -247,172
# New Positions: 10
# Closed Positions: 18
# Increased Positions: 57
# Reduced Positions: 93
# Net Buyers: -36

Officers & Directors

Name Age Since Current Position

Joe Mansueto

57 2000 Chairman of the Board, Chief Executive Officer

Stephane Biehler

46 2013 Chief Financial Officer

Thomas Idzorek

43 2012 President - Global Investment Management Division

Gregory Goff

42 2011 Chief Technology Officer

Richard Robbins

51 2005 General Counsel, Corporate Secretary

Don Phillips

51 2014 Managing Director, Director

Chris Boruff

48 2014 Managing Director - Business Operations

Bevin Desmond

47 2010 Global Head - Markets and Human Resources

Kunal Kapoor

38 2014 Head - Information Products and Client Solutions

Haywood Kelly

45 2014 Global Head - Research

Catherine Odelbo

51 2013 Head - Corporate Strategy and Partnerships

James Tanner

53 2013 Global Head - Business Development and Sales

David Williams

56 2013 Head - Design and Marketing

Cheryl Francis

60 2002 Independent Director

Steven Kaplan

54 1999 Independent Director

Gail Landis

61 2013 Independent Director

William Lyons

58 2007 Independent Director

Jack Noonan

66 1999 Independent Director

Paul Sturm

67 1999 Independent Director

Hugh Zentmyer

68 2010 Independent Director
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