Insider Trading: Morningstar Inc (MORN.OQ)

MORN.OQ on NASDAQ Stock Exchange Global Select Market

68.61USD
24 May 2013
Price Change (% chg)

$-0.85 (-1.22%)
Prev Close
$69.46
Open
$68.74
Day's High
$68.91
Day's Low
$67.62
Volume
29,615
Avg. Vol
14,718
52-wk High
$71.17
52-wk Low
$55.05

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STURM PAUL W
Trading Date Type Shares Traded Price Shares Held
14 May 2013 Buy 1,571 $0.00 54,088
29 Apr 2013 Buy 6 $0.00 52,517
27 Dec 2012 Buy 6 $0.00 52,511
18 Dec 2012 Buy 12,000 $25.31 52,505
2 Dec 2012 Sell 3,000 $63.53 40,505
27 Nov 2012 Sell 500 $62.70 43,505
26 Nov 2012 Gift 7,046 $0.00 43,505
20 Nov 2012 Sell 500 $62.18 51,051
13 Nov 2012 Sell 400 $62.55 51,551
13 Nov 2012 Sell 100 $60.76 51,551
6 Nov 2012 Sell 500 $63.44 52,051
31 Oct 2012 Sell 2,501 $64.35 52,551
31 Oct 2012 Sell 499 $63.40 52,551
30 Oct 2012 Sell 500 $62.47 55,551
30 Oct 2012 Buy 5 $0.00 55,551
23 Oct 2012 Sell 500 $63.64 56,046
16 Oct 2012 Sell 500 $64.22 56,546
9 Oct 2012 Sell 500 $63.38 57,046
2 Oct 2012 Sell 500 $63.36 57,546
30 Sep 2012 Sell 7,641 $63.03 58,046
26 Sep 2012 Sell 359 $63.00 65,687
25 Sep 2012 Sell 500 $62.06 66,046
18 Sep 2012 Sell 500 $61.88 66,546
11 Sep 2012 Sell 500 $61.00 67,046
5 Sep 2012 Sell 3,000 $60.55 67,546
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Institutional Holders

% Shares Owned: 52.87%
# of Holders: 176
Total Shares Held: 24,582,215
3 Mo. Net Change: -181,454
# New Positions: 19
# Closed Positions: 8
# Increased Positions: 67
# Reduced Positions: 69
# Net Buyers: -2

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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