MORN Insider Trading
Morningstar, Inc. | Investment Advice
Comprehensive Trading Performance Summary
The investment history of corporate insiders at Morningstar, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Investment Advice sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2012-02-08 21:43 | 2012-02-06 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.54 | 3,662 | $221,714 | 261,694 | 0.0% |
| 2012-02-02 21:17 | 2012-02-01 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.07 | 5,000 | $300,344 | 261,692 | 0.0% |
| 2012-02-02 21:05 | 2012-02-01 | FRANCIS CHERYL A | Director | OPT+S | $60.02 | 603 | $36,192 | 12,326 | 0.0% |
| 2012-02-01 19:44 | 2012-01-31 | Robbins Richard E | Officer - General Counsel and Secretary | OPT+S | $59.40 | 1,000 | $59,399 | 22,515 | 0.0% |
| 2012-01-27 20:18 | 2012-01-26 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.02 | 1,600 | $96,029 | 261,692 | 0.0% |
| 2012-01-28 01:13 | 2012-01-27 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 114 | $6,840 | 12,326 | 0.0% |
| 2012-01-27 00:09 | 2012-01-26 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 500 | $30,000 | 12,326 | 0.0% |
| 2012-01-18 20:16 | 2012-01-17 | Robbins Richard E | Officer - General Counsel and Secretary | OPT+S | $58.81 | 1,000 | $58,812 | 22,515 | 0.0% |
| 2012-01-04 22:34 | 2012-01-03 | Robbins Richard E | Officer - General Counsel and Secretary | OPT+S | $59.95 | 1,000 | $59,945 | 22,515 | 0.0% |
| 2012-01-04 22:32 | 2012-01-03 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.04 | 1,578 | $94,744 | 261,692 | 0.0% |
| 2012-01-04 22:29 | 2012-01-03 | FRANCIS CHERYL A | Director | OPT+S | $60.09 | 500 | $30,045 | 12,326 | 0.0% |
| 2012-01-03 18:57 | 2011-12-30 | FRANCIS CHERYL A | Director | OPT+S | $60.01 | 500 | $30,005 | 12,326 | 0.0% |
| 2011-12-29 21:11 | 2011-12-29 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 500 | $30,000 | 12,326 | 0.0% |
| 2011-12-29 18:40 | 2011-12-28 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 296 | $17,760 | 12,326 | 0.0% |
| 2011-12-28 00:25 | 2011-12-27 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.11 | 5,000 | $300,527 | 261,692 | 0.0% |
| 2011-12-27 20:52 | 2011-12-23 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.02 | 4,800 | $288,097 | 261,692 | 0.0% |
| 2011-12-28 00:19 | 2011-12-27 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 500 | $30,000 | 12,326 | 0.0% |
| 2011-12-27 20:13 | 2011-12-23 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 500 | $30,000 | 12,326 | 0.0% |
| 2011-12-07 23:08 | 2011-12-06 | Kaplan Steven N | Director | SELL | $59.58 | 2,500 | $148,940 | 64,113 | -3.8% |
| 2011-12-07 00:20 | 2011-12-05 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.02 | 269 | $16,146 | 261,692 | 0.0% |
| 2011-12-07 00:17 | 2011-12-05 | FRANCIS CHERYL A | Director | OPT+S | $60.01 | 500 | $30,005 | 12,326 | 0.0% |
| 2011-12-01 22:56 | 2011-11-30 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.12 | 5,000 | $300,614 | 261,692 | 0.0% |
| 2011-12-01 22:44 | 2011-11-30 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 1,000 | $60,000 | 12,326 | 0.0% |
| 2011-11-15 22:35 | 2011-11-14 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.00 | 89 | $5,340 | 261,692 | 0.0% |
| 2011-11-14 23:41 | 2011-11-11 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.02 | 1,200 | $72,024 | 261,692 | 0.0% |
| 2011-11-14 23:01 | 2011-11-11 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 500 | $30,000 | 12,326 | 0.0% |
| 2011-11-10 22:54 | 2011-11-09 | Kaplan Steven N | Director | SELL | $58.70 | 2,500 | $146,762 | 66,613 | -3.6% |
| 2011-11-09 23:26 | 2011-11-08 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.04 | 3,800 | $228,157 | 261,692 | 0.0% |
| 2011-11-09 22:03 | 2011-11-08 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 500 | $30,000 | 12,326 | 0.0% |
| 2011-11-02 00:59 | 2011-10-31 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.11 | 5,000 | $300,534 | 261,692 | 0.0% |
| 2011-11-02 00:53 | 2011-10-31 | Williams David W | Officer - Managing Director, Design | SELL | $59.55 | 10,000 | $595,536 | 48,302 | -17.2% |
| 2011-11-02 00:56 | 2011-10-31 | FRANCIS CHERYL A | Director | OPT+S | $60.00 | 500 | $30,000 | 12,326 | 0.0% |
| 2011-10-27 21:40 | 2011-10-27 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.12 | 4,500 | $270,533 | 261,691 | 0.0% |
| 2011-10-25 20:04 | 2011-10-24 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.00 | 500 | $30,000 | 261,691 | 0.0% |
| 2011-10-13 22:27 | 2011-10-12 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.04 | 300 | $18,011 | 261,691 | 0.0% |
| 2011-10-13 22:25 | 2011-10-11 | Desmond Bevin | Officer - President, Int'l Division | OPT+S | $60.00 | 848 | $50,880 | 62,623 | 0.0% |
| 2011-10-12 23:16 | 2011-10-11 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.00 | 1,300 | $78,000 | 261,691 | 0.0% |
| 2011-09-21 21:00 | 2011-09-20 | Kaplan Steven N | Director | SELL | $59.29 | 2,500 | $148,220 | 69,109 | -3.5% |
| 2011-09-20 22:06 | 2011-09-19 | Phillips Donald James II | Director, Officer - President, Fund Research | SELL | $58.51 | 4,799 | $280,785 | 261,691 | -1.8% |
| 2011-09-20 22:04 | 2011-09-01 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.08 | 2,288 | $137,458 | 269,991 | 0.0% |
| 2011-09-20 22:00 | 2011-08-31 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.03 | 1,611 | $96,713 | 269,991 | 0.0% |
| 2011-09-20 21:58 | 2011-08-30 | Phillips Donald James II | Director, Officer - President, Fund Research | OPT+S | $60.02 | 900 | $54,022 | 269,991 | 0.0% |
| 2011-09-15 23:41 | 2011-09-14 | Phillips Donald James II | Director, Officer - President, Fund Research | SELL | $58.00 | 501 | $29,058 | 261,691 | -0.2% |
| 2011-09-08 22:14 | 2011-09-07 | Phillips Donald James II | Director, Officer - President, Fund Research | SELL | $58.07 | 3,000 | $174,199 | 262,192 | -1.1% |
| 2011-09-02 21:33 | 2011-09-01 | Phillips Donald James II | Director, Officer - President, Fund Research | SELL | $60.08 | 2,288 | $137,458 | 265,192 | -0.9% |
| 2011-09-02 21:23 | 2011-09-01 | Desmond Bevin | Officer - President, Int'l Division | OPT+S | $60.06 | 2,094 | $125,766 | 64,680 | 0.0% |
| 2011-09-02 20:53 | 2011-08-31 | Phillips Donald James II | Director, Officer - President, Fund Research | SELL | $60.03 | 1,611 | $96,713 | 267,480 | -0.6% |
| 2011-09-02 20:50 | 2011-08-31 | Desmond Bevin | Officer - President, Int'l Division | OPT+S | $60.04 | 1,532 | $91,979 | 64,680 | 0.0% |
| 2011-08-31 23:00 | 2011-08-30 | Desmond Bevin | Officer - President, Int'l Division | OPT+S | $60.01 | 835 | $50,112 | 64,680 | 0.0% |
| 2011-08-31 22:17 | 2011-08-30 | Phillips Donald James II | Director, Officer - President, Fund Research | SELL | $60.02 | 900 | $54,022 | 269,091 | -0.3% |
How to Interpret $MORN Trades
Not every insider transaction in Morningstar, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $MORN shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for MORN
Insider activity data for Morningstar, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $MORN, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.