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Insider Filings - PHILLIPS DONALD JAMES II
Last Updated 
18-Mar-10
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PHILLIPS DONALD JAMES II: Declared Holdings
Company/RelationshipReportedShares  Ownership
Morningstar, Inc.
Officer
NasdaqGS:MORN
(historical quotes, profile, other insiders) 		4-Feb-10273,340  Direct

Insider & restricted shareholder transactions reported over the last two years
DateSharesStockTransaction
4-Feb-10 2,450MORN Automatic Sale at $46.27 - $47.04 per share.
(Proceeds of about $114,000)
28-Jan-10 5,000MORN Automatic Sale at $46.75 - $47.29 per share.
(Proceeds of about $235,000)
21-Jan-10 5,000MORN Automatic Sale at $48.46 per share.
(Proceeds of $242,300)
14-Jan-10 5,000MORN Automatic Sale at $49.57 per share.
(Proceeds of $247,850)
13-Jan-10 1,300MORN Automatic Sale at $50.02 per share.
(Proceeds of $65,026)
7-Jan-10 5,000MORN Automatic Sale at $48.63 per share.
(Proceeds of $243,150)
28-Dec-09 3,400MORN Automatic Sale at $48.07 per share.
(Proceeds of $163,438)
24-Dec-09 1,600MORN Automatic Sale at $48.05 per share.
(Proceeds of $76,880)
17-Dec-09 5,000MORN Automatic Sale at $47.92 per share.
(Proceeds of $239,600)
10-Dec-09 5,000MORN Automatic Sale at $47.54 per share.
(Proceeds of $237,700)
3-Dec-09 5,000MORN Automatic Sale at $48.45 - $49.09 per share.
(Proceeds of about $244,000)
5-Nov-09 1,250MORN Automatic Sale at $50.24 per share.
(Proceeds of $62,800)
22-Oct-09 1,250MORN Automatic Sale at $50.93 per share.
(Proceeds of $63,662)
15-Oct-09 1,250MORN Automatic Sale at $51.26 per share.
(Proceeds of $64,075)
9-Oct-09 24,800MORN Automatic Sale at $50.88 per share.
(Proceeds of $1,261,824)
8-Oct-09 27,300MORN Automatic Sale at $50.04 - $50.83 per share.
(Proceeds of about $1,377,000)
6-Oct-09 400MORN Automatic Sale at $50 per share.
(Proceeds of $20,000)
23-Sep-09 6,000MORN Disposition (Non Open Market) at $0 per share.
17-Sep-09 5,846MORN Option Exercise at $14.13 per share.
(Cost of $82,603)
17-Sep-09 5,846MORN Automatic Sale at $45.85 per share.
(Proceeds of $268,039)
10-Sep-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
10-Sep-09 6,250MORN Automatic Sale at $43.15 per share.
(Proceeds of $269,687)
3-Sep-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
3-Sep-09 6,250MORN Automatic Sale at $42.42 - $43.05 per share.
(Proceeds of about $267,000)
27-Aug-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
27-Aug-09 6,250MORN Automatic Sale at $43.86 per share.
(Proceeds of $274,125)
20-Aug-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
20-Aug-09 6,250MORN Automatic Sale at $43.37 per share.
(Proceeds of $271,062)
13-Aug-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
13-Aug-09 6,250MORN Automatic Sale at $45 - $45.96 per share.
(Proceeds of about $284,000)
6-Aug-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
6-Aug-09 6,250MORN Automatic Sale at $46.68 per share.
(Proceeds of $291,750)
23-Jul-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
23-Jul-09 6,250MORN Automatic Sale at $45.27 - $45.64 per share.
(Proceeds of about $284,000)
16-Jul-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
16-Jul-09 6,250MORN Automatic Sale at $42.49 per share.
(Proceeds of $265,562)
14-Jul-09 3,750MORN Option Exercise at $14.13 per share.
(Cost of $52,987)
14-Jul-09 3,750MORN Automatic Sale at $40.04 per share.
(Proceeds of $150,150)
9-Jul-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
9-Jul-09 2,500MORN Automatic Sale at $39.62 per share.
(Proceeds of $99,050)
2-Jul-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
2-Jul-09 6,250MORN Automatic Sale at $40.40 - $40.96 per share.
(Proceeds of about $254,000)
25-Jun-09 9,910MORN Option Exercise at $14.13 per share.
(Cost of $140,028)
25-Jun-09 9,910MORN Automatic Sale at $40 per share.
(Proceeds of $396,400)
24-Jun-09 90MORN Option Exercise at $14.13 per share.
(Cost of $1,271)
24-Jun-09 90MORN Automatic Sale at $40.18 per share.
(Proceeds of $3,616)
18-Jun-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
18-Jun-09 2,500MORN Automatic Sale at $38.82 per share.
(Proceeds of $97,050)
11-Jun-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
11-Jun-09 6,250MORN Automatic Sale at $41.50 per share.
(Proceeds of $259,375)
4-Jun-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
4-Jun-09 6,250MORN Automatic Sale at $41.15 - $41.5 per share.
(Proceeds of about $258,000)
28-May-09 6,250MORN Automatic Sale at $40.43 per share.
(Proceeds of $252,687)
28-May-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
21-May-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
21-May-09 6,250MORN Automatic Sale at $39.21 - $40.07 per share.
(Proceeds of about $248,000)
19-May-09 1,250MORN Option Exercise at $14.13 per share.
(Cost of $17,662)
19-May-09 1,250MORN Automatic Sale at $40 per share.
(Proceeds of $50,000)
18-May-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
18-May-09 2,500MORN Automatic Sale at $40.03 per share.
(Proceeds of $100,075)
15-May-09 1,157MORN Disposition (Non Open Market) at $38.52 per share.
(Value of $44,567)
14-May-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
14-May-09 2,500MORN Automatic Sale at $38.57 per share.
(Proceeds of $96,425)
7-May-09 6,250MORN Option Exercise at $14.13 per share.
(Cost of $88,312)
7-May-09 6,250MORN Automatic Sale at $42.42 - $44.03 per share.
(Proceeds of about $270,000)
1-May-09 13,505MORN Option Exercise at $14.13 per share.
(Cost of $190,825)
1-May-09 13,505MORN Automatic Sale at $40.81 - $42.5 per share.
(Proceeds of about $563,000)
30-Apr-09 40,095MORN Option Exercise at $14.13 per share.
(Cost of $566,542)
30-Apr-09 40,095MORN Automatic Sale at $40.29 per share.
(Proceeds of $1,615,427)
29-Apr-09 21,400MORN Option Exercise at $14.13 per share.
(Cost of $302,382)
29-Apr-09 21,400MORN Automatic Sale at $40.17 per share.
(Proceeds of $859,638)
23-Apr-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
23-Apr-09 2,500MORN Automatic Sale at $35.16 per share.
(Proceeds of $87,899)
16-Apr-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
16-Apr-09 2,500MORN Automatic Sale at $32.97 per share.
(Proceeds of $82,425)
9-Apr-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
9-Apr-09 2,500MORN Automatic Sale at $31.89 per share.
(Proceeds of $79,725)
2-Apr-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
2-Apr-09 2,500MORN Automatic Sale at $33.29 per share.
(Proceeds of $83,225)
26-Mar-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
26-Mar-09 2,500MORN Automatic Sale at $35.23 per share.
(Proceeds of $88,074)
19-Mar-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
19-Mar-09 2,500MORN Automatic Sale at $31.23 per share.
(Proceeds of $78,075)
12-Mar-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
12-Mar-09 2,500MORN Automatic Sale at $30 per share.
(Proceeds of $75,000)
11-Mar-09 5,000MORN Option Exercise at $14.13 per share.
(Cost of $70,650)
11-Mar-09 5,000MORN Automatic Sale at $30.03 per share.
(Proceeds of $150,150)
19-Feb-09 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
19-Feb-09 2,500MORN Automatic Sale at $33.27 per share.
(Proceeds of $83,175)
12-Feb-09 2,500MORN Option Exercise at $10.98 - $14.13 per share.
12-Feb-09 2,500MORN Automatic Sale at $33.93 per share.
(Proceeds of $84,825)
5-Feb-09 2,500MORN Option Exercise at $10.98 per share.
(Cost of $27,450)
5-Feb-09 2,500MORN Automatic Sale at $34.68 per share.
(Proceeds of $86,700)
22-Jan-09 12,692MORN Option Exercise at $2.77 - $10.98 per share.
22-Jan-09 2,500MORN Automatic Sale at $34.01 - $34.7 per share.
(Proceeds of about $86,000)
15-Jan-09 12,692MORN Option Exercise at $2.77 - $10.98 per share.
15-Jan-09 2,500MORN Automatic Sale at $34.51 per share.
(Proceeds of $86,275)
8-Jan-09 12,692MORN Option Exercise at $2.77 - $10.98 per share.
8-Jan-09 2,500MORN Automatic Sale at $37.83 per share.
(Proceeds of $94,575)
2-Jan-09 2,500MORN Option Exercise at $10.98 per share.
(Cost of $27,450)
2-Jan-09 2,500MORN Sale at $35.38 per share.
(Proceeds of $88,450)
26-Dec-08 2,500MORN Option Exercise at $10.98 per share.
(Cost of $27,450)
26-Dec-08 2,500MORN Sale at $33.33 per share.
(Proceeds of $83,325)
18-Dec-08 2,500MORN Option Exercise at $10.98 per share.
(Cost of $27,450)
18-Dec-08 2,500MORN Automatic Sale at $33.33 per share.
(Proceeds of $83,325)
11-Dec-08 2,500MORN Option Exercise at $10.98 per share.
(Cost of $27,450)
11-Dec-08 2,500MORN Automatic Sale at $33 per share.
(Proceeds of $82,500)
4-Dec-08 12,000MORN Option Exercise at $2.77 - $10.98 per share.
4-Dec-08 2,500MORN Automatic Sale at $31.01 per share.
(Proceeds of $77,525)
6-Nov-08 9,800MORN Option Exercise at $2.77 - $14.13 per share.
6-Nov-08 300MORN Automatic Sale at $35.01 - $35.02 per share.
(Proceeds of about $11,000)
23-Oct-08 10,000MORN Option Exercise at $14.13 per share.
(Cost of $141,300)
23-Oct-08 10,000MORN Automatic Sale at $46.07 - $48.81 per share.
(Proceeds of about $474,000)
16-Oct-08 10,000MORN Option Exercise at $14.13 per share.
(Cost of $141,300)
16-Oct-08 10,000MORN Automatic Sale at $46.34 - $48.21 per share.
(Proceeds of about $473,000)
9-Oct-08 10,000MORN Option Exercise at $14.13 per share.
(Cost of $141,300)
9-Oct-08 10,000MORN Automatic Sale at $49.17 - $56.39 per share.
(Proceeds of about $528,000)
2-Oct-08 22,000MORN Option Exercise at $2.77 - $14.13 per share.
2-Oct-08 12,500MORN Automatic Sale at $57.18 - $60 per share.
(Proceeds of about $732,000)
25-Sep-08 12,500MORN Option Exercise at $14.13 per share.
(Cost of $176,625)
25-Sep-08 12,500MORN Automatic Sale at $56.07 - $58.08 per share.
(Proceeds of about $713,000)
22-Sep-08 351MORN Option Exercise at $14.13 per share.
(Cost of $4,959)
22-Sep-08 351MORN Automatic Sale at $64 per share.
(Proceeds of $22,464)
19-Sep-08 2,300MORN Option Exercise at $14.13 per share.
(Cost of $32,499)
19-Sep-08 2,300MORN Automatic Sale at $59 - $62.67 per share.
(Proceeds of about $140,000)
18-Sep-08 10,200MORN Option Exercise at $14.13 per share.
(Cost of $144,126)
18-Sep-08 10,200MORN Automatic Sale at $54.46 - $57.67 per share.
(Proceeds of about $572,000)
11-Sep-08 12,500MORN Option Exercise at $14.13 per share.
(Cost of $176,625)
11-Sep-08 12,500MORN Automatic Sale at $61.36 - $61.83 per share.
(Proceeds of about $770,000)
4-Sep-08 24,500MORN Option Exercise at $2.77 - $14.13 per share.
4-Sep-08 15,000MORN Automatic Sale at $65.51 - $66.43 per share.
(Proceeds of about $990,000)
28-Aug-08 15,000MORN Option Exercise at $14.13 per share.
(Cost of $211,950)
28-Aug-08 15,000MORN Automatic Sale at $64.10 - $65.64 per share.
(Proceeds of about $973,000)
22-Aug-08 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
22-Aug-08 2,500MORN Automatic Sale at $64.01 per share.
(Proceeds of $160,025)
21-Aug-08 12,500MORN Option Exercise at $14.13 per share.
(Cost of $176,625)
21-Aug-08 12,500MORN Automatic Sale at $62.89 per share.
(Proceeds of $786,125)
14-Aug-08 15,000MORN Option Exercise at $14.13 per share.
(Cost of $211,950)
14-Aug-08 15,000MORN Automatic Sale at $64.67 - $65.09 per share.
(Proceeds of about $973,000)
7-Aug-08 24,500MORN Option Exercise at $2.77 - $14.13 per share.
7-Aug-08 15,000MORN Automatic Sale at $63.25 - $64.01 per share.
(Proceeds of about $954,000)
24-Jul-08 15,000MORN Option Exercise at $14.13 per share.
(Cost of $211,950)
24-Jul-08 15,000MORN Automatic Sale at $63.66 - $66.26 per share.
(Proceeds of about $974,000)
17-Jul-08 15,000MORN Option Exercise at $14.13 per share.
(Cost of $211,950)
17-Jul-08 15,000MORN Automatic Sale at $62.75 - $64.26 per share.
(Proceeds of about $953,000)
10-Jul-08 15,000MORN Option Exercise at $14.13 per share.
(Cost of $211,950)
10-Jul-08 15,000MORN Automatic Sale at $63.49 - $64.11 per share.
(Proceeds of about $957,000)
3-Jul-08 24,500MORN Option Exercise at $2.77 - $14.13 per share.
3-Jul-08 15,000MORN Automatic Sale at $66.20 - $67.84 per share.
(Proceeds of about $1,005,000)
26-Jun-08 17,500MORN Option Exercise at $14.13 per share.
(Cost of $247,275)
26-Jun-08 5,900MORN Automatic Sale at $72.22 - $72.94 per share.
(Proceeds of about $428,000)
26-Jun-08 6,181MORN Automatic Sale at $71.66 - $72.2 per share.
(Proceeds of about $445,000)
26-Jun-08 5,219MORN Automatic Sale at $70.95 - $71.65 per share.
(Proceeds of about $372,000)
19-Jun-08 17,500MORN Option Exercise at $14.13 per share.
(Cost of $247,275)
19-Jun-08 4,398MORN Automatic Sale at $72.79 - $73.27 per share.
(Proceeds of about $321,000)
19-Jun-08 13,102MORN Automatic Sale at $72.39 - $72.77 per share.
(Proceeds of about $951,000)
13-Jun-08 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
13-Jun-08 2,500MORN Automatic Sale at $72 - $72.77 per share.
(Proceeds of about $181,000)
12-Jun-08 15,000MORN Option Exercise at $14.13 per share.
(Cost of $211,950)
12-Jun-08 9,098MORN Automatic Sale at $69.22 - $69.42 per share.
(Proceeds of about $631,000)
12-Jun-08 5,900MORN Automatic Sale at $68.46 - $69.2 per share.
(Proceeds of about $406,000)
5-Jun-08 24,500MORN Option Exercise at $2.77 - $14.13 per share.
5-Jun-08 4,900MORN Automatic Sale at $71.17 - $71.4 per share.
(Proceeds of about $349,000)
5-Jun-08 6,180MORN Automatic Sale at $70.51 - $71.16 per share.
(Proceeds of about $438,000)
5-Jun-08 3,920MORN Automatic Sale at $69.78 - $70.48 per share.
(Proceeds of about $275,000)
29-May-08 2,000MORN Option Exercise at $14.13 per share.
(Cost of $28,260)
29-May-08 2,000MORN Automatic Sale at $72 - $72.09 per share.
(Proceeds of about $144,000)
22-May-08 15,500MORN Option Exercise at $14.13 per share.
(Cost of $219,015)
22-May-08 3,400MORN Automatic Sale at $70.37 - $72 per share.
(Proceeds of about $242,000)
22-May-08 6,977MORN Automatic Sale at $70.08 - $70.36 per share.
(Proceeds of about $490,000)
22-May-08 5,123MORN Automatic Sale at $69.52 - $70.07 per share.
(Proceeds of about $358,000)
15-May-08 17,500MORN Option Exercise at $14.13 per share.
(Cost of $247,275)
15-May-08 500MORN Automatic Sale at $73.14 - $73.24 per share.
(Proceeds of about $37,000)
15-May-08 9,100MORN Automatic Sale at $72.74 - $73.11 per share.
(Proceeds of about $664,000)
15-May-08 8,000MORN Automatic Sale at $72.35 - $72.73 per share.
(Proceeds of about $580,000)
15-May-08 5,117MORN Acquisition (Non Open Market) at $0 per share.
15-May-08 1,551MORN Disposition (Non Open Market) at $73.28 per share.
(Value of $113,657)
8-May-08 17,500MORN Option Exercise at $14.13 per share.
(Cost of $247,275)
8-May-08 4,998MORN Automatic Sale at $73.60 - $75.36 per share.
(Proceeds of about $372,000)
8-May-08 5,602MORN Automatic Sale at $73.19 - $73.59 per share.
(Proceeds of about $411,000)
8-May-08 6,900MORN Automatic Sale at $72.78 - $73.18 per share.
(Proceeds of about $504,000)
2-May-08 5,000MORN Option Exercise at $14.13 per share.
(Cost of $70,650)
2-May-08 5,000MORN Automatic Sale at $64.94 - $72.23 per share.
(Proceeds of about $343,000)
1-May-08 22,000MORN Option Exercise at $2.77 - $14.13 per share.
1-May-08 1,900MORN Automatic Sale at $60.59 - $61.37 per share.
(Proceeds of about $116,000)
1-May-08 6,050MORN Automatic Sale at $59.85 - $60.56 per share.
(Proceeds of about $364,000)
1-May-08 4,550MORN Automatic Sale at $59.36 - $59.84 per share.
(Proceeds of about $271,000)
24-Apr-08 12,500MORN Option Exercise at $14.13 per share.
(Cost of $176,625)
24-Apr-08 7,233MORN Automatic Sale at $57.92 - $58.57 per share.
(Proceeds of about $421,000)
24-Apr-08 5,267MORN Automatic Sale at $55.98 - $57.9 per share.
(Proceeds of about $300,000)
17-Apr-08 10,000MORN Option Exercise at $14.13 per share.
(Cost of $141,300)
17-Apr-08 1,303MORN Automatic Sale at $56.56 - $57.33 per share.
(Proceeds of about $74,000)
17-Apr-08 3,897MORN Automatic Sale at $55.82 - $56.54 per share.
(Proceeds of about $219,000)
17-Apr-08 4,800MORN Automatic Sale at $55.48 - $55.81 per share.
(Proceeds of about $267,000)
10-Apr-08 12,500MORN Option Exercise at $14.13 per share.
(Cost of $176,625)
10-Apr-08 1,300MORN Automatic Sale at $62.87 - $63.31 per share.
(Proceeds of about $82,000)
10-Apr-08 6,400MORN Automatic Sale at $62.52 - $62.86 per share.
(Proceeds of about $401,000)
10-Apr-08 4,800MORN Automatic Sale at $61.98 - $62.51 per share.
(Proceeds of about $299,000)
3-Apr-08 24,500MORN Option Exercise at $2.77 - $14.13 per share.
3-Apr-08 1,600MORN Automatic Sale at $66.87 - $67.19 per share.
(Proceeds of about $107,000)
3-Apr-08 7,400MORN Automatic Sale at $66.36 - $66.86 per share.
(Proceeds of about $493,000)
3-Apr-08 6,000MORN Automatic Sale at $66.01 - $66.35 per share.
(Proceeds of about $397,000)
1-Apr-08 1,900MORN Option Exercise at $14.13 per share.
(Cost of $26,847)
1-Apr-08 1,900MORN Automatic Sale at $64 - $64.15 per share.
(Proceeds of about $122,000)
27-Mar-08 13,100MORN Option Exercise at $14.13 per share.
(Cost of $185,103)
27-Mar-08 3,700MORN Automatic Sale at $62.60 - $64.25 per share.
(Proceeds of about $235,000)
27-Mar-08 4,900MORN Automatic Sale at $62.02 - $62.59 per share.
(Proceeds of about $305,000)
27-Mar-08 4,500MORN Automatic Sale at $61.44 - $62 per share.
(Proceeds of about $278,000)
24-Mar-08 2,500MORN Option Exercise at $14.13 per share.
(Cost of $35,325)
24-Mar-08 2,500MORN Automatic Sale at $64 - $64.2 per share.
(Proceeds of about $160,000)
20-Mar-08 12,500MORN Option Exercise at $14.13 per share.
(Cost of $176,625)
20-Mar-08 2,587MORN Automatic Sale at $62.11 - $62.6 per share.
(Proceeds of about $161,000)
20-Mar-08 4,613MORN Automatic Sale at $60.91 - $62.1 per share.
(Proceeds of about $284,000)
20-Mar-08 5,300MORN Automatic Sale at $60.07 - $60.89 per share.
(Proceeds of about $321,000)

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