Insiders · Profile

Phillips Donald James II

Director at Morningstar. Filing since 10 Oct 2006. CIK 0001323982

Company
Date
Role
Action
Shares
Amount
Of holding
18 May 2015
Director
Sold, plan not stated
862
$66.42K
100%
11 May 2015
Director
Sold, plan not stated
2,000
$150.37K
69.9%
4 May 2015
Director
Sold, plan not stated
2,000
$152.70K
41.1%
27 Apr 2015
Director
Sold, plan not stated
2,000
$151.51K
29.1%
20 Apr 2015
Director
Sold, plan not stated
2,000
$146.46K
22.6%
13 Apr 2015
Director
Sold, plan not stated
2,000
$147.58K
18.4%
6 Apr 2015
Director
Sold, plan not stated
2,000
$148.73K
15.5%
30 Mar 2015
Director
Sold, plan not stated
2,000
$151.25K
13.5%
23 Mar 2015
Director
Sold, plan not stated
2,000
$150.09K
11.9%
16 Mar 2015
Director
Sold, plan not stated
2,000
$149.29K
10.6%
9 Mar 2015
Director
Sold, plan not stated
2,000
$147.26K
9.6%
2 Mar 2015
Director
Sold, plan not stated
2,000
$149.77K
8.7%
23 Feb 2015
Director
Sold, plan not stated
2,000
$153.82K
8.0%
17 Feb 2015
Director
Sold, plan not stated
2,000
$154.51K
7.4%
19 Nov 2012
President, Research
Sold, plan not stated
5,000
$314.39K
3.7%
12 Nov 2012
President, Research
Sold, plan not stated
5,000
$315.65K
3.6%
5 Nov 2012
President, Research
Sold, plan not stated
5,000
$317.62K
3.4%
1 Nov 2012
President, Research
Sold, plan not stated
2,305
$148.18K
1.6%
31 Oct 2012
President, Research
Sold, plan not stated
2,695
$168.91K
1.8%
22 Oct 2012
President, Research
Sold, plan not stated
5,000
$316.45K
3.2%
15 Oct 2012
President, Research
Sold, plan not stated
5,000
$319.77K
3.1%
8 Oct 2012
President, Research
Sold, plan not stated
5,000
$318.99K
3.0%
1 Oct 2012
President, Research
Sold, plan not stated
5,000
$316.71K
2.9%
24 Sep 2012
President, Research
Sold, plan not stated
5,000
$312.44K
2.9%
17 Sep 2012
President, Research
Sold, plan not stated
5,000
$307.90K
2.8%
10 Sep 2012
President, Research
Sold, plan not stated
5,000
$303.61K
2.7%
4 Sep 2012
President, Research
Sold, plan not stated
5,000
$295.71K
2.6%
27 Aug 2012
President, Research
Sold, plan not stated
5,000
$292.84K
2.6%
20 Aug 2012
President, Research
Sold, plan not stated
5,000
$288.06K
2.5%
13 Aug 2012
President, Research
Sold, plan not stated
5,000
$291.37K
2.4%
6 Aug 2012
President, Research
Sold, plan not stated
5,000
$288.23K
2.4%
30 Jul 2012
President, Fund Research
Sold, plan not stated
5,000
$290.88K
2.3%
23 Jul 2012
President, Fund Research
Sold, plan not stated
5,000
$290.68K
2.3%
16 Jul 2012
President, Fund Research
Sold, plan not stated
5,000
$298.42K
2.2%
9 Jul 2012
President, Fund Research
Sold, plan not stated
5,000
$297.99K
2.2%
2 Jul 2012
President, Fund Research
Sold, plan not stated
5,000
$293.70K
2.2%
25 Jun 2012
President, Fund Research
Sold, plan not stated
5,000
$283.74K
2.1%
18 Jun 2012
President, Fund Research
Sold, plan not stated
5,000
$288.64K
2.1%
11 Jun 2012
President, Fund Research
Sold, plan not stated
5,000
$286.44K
2.0%
4 Jun 2012
President, Fund Research
Sold, plan not stated
5,000
$277.02K
2.0%
29 May 2012
President, Fund Research
Sold, plan not stated
5,000
$286.84K
1.9%
21 May 2012
President, Fund Research
Sold, plan not stated
5,000
$279.14K
1.9%
14 May 2012
President, Fund Research
Sold, plan not stated
5,000
$277.32K
1.9%
7 May 2012
President, Fund Research
Sold, plan not stated
5,000
$278.60K
1.9%
30 Apr 2012
President, Fund Research
Sold, plan not stated
5,000
$289.80K
1.8%
6 Feb 2012
President, Fund Research
Sold, plan not stated
3,662
$221.71K
1.4%
1 Feb 2012
President, Fund Research
Sold, plan not stated
5,000
$300.34K
1.9%
26 Jan 2012
President, Fund Research
Sold, plan not stated
1,600
$96.03K
0.6%
3 Jan 2012
President, Fund Research
Sold, plan not stated
1,578
$94.74K
0.6%
27 Dec 2011
President, Fund Research
Sold, plan not stated
5,000
$300.53K
1.9%
23 Dec 2011
President, Fund Research
Sold, plan not stated
4,800
$288.10K
1.8%
5 Dec 2011
President, Fund Research
Sold, plan not stated
269
$16.15K
0.1%
1 Dec 2011
President, Fund Research
Sold, plan not stated
2,500
$150.36K
0.9%
30 Nov 2011
President, Fund Research
Sold, plan not stated
2,500
$150.26K
0.9%
14 Nov 2011
President, Fund Research
Sold, plan not stated
89
$5.34K
0.0%
11 Nov 2011
President, Fund Research
Sold, plan not stated
1,200
$72.02K
0.5%
8 Nov 2011
President, Fund Research
Sold, plan not stated
3,800
$228.16K
1.4%
31 Oct 2011
President, Fund Research
Sold, plan not stated
5,000
$300.53K
1.9%
27 Oct 2011
President, Fund Research
Sold, plan not stated
4,500
$270.53K
1.7%
24 Oct 2011
President, Fund Research
Sold, plan not stated
500
$30.00K
0.2%
12 Oct 2011
President, Fund Research
Sold, plan not stated
300
$18.01K
0.1%
11 Oct 2011
President, Fund Research
Sold, plan not stated
1,300
$78.00K
0.5%
19 Sep 2011
President, Fund Research
Sold, plan not stated
4,799
$280.78K
1.8%
14 Sep 2011
President, Fund Research
Sold, plan not stated
501
$29.06K
0.2%
7 Sep 2011
President, Fund Research
Sold, plan not stated
3,000
$174.20K
1.1%
1 Sep 2011
President, Fund Research
Sold, plan not stated
2,288
$137.46K
0.9%
31 Aug 2011
President, Fund Research
Sold, plan not stated
1,611
$96.71K
0.6%
30 Aug 2011
President, Fund Research
Sold, plan not stated
900
$54.02K
0.3%
29 Aug 2011
President, Fund Research
Sold, plan not stated
8,761
$519.26K
3.1%
26 Aug 2011
President, Fund Research
Sold, plan not stated
4,300
$250.08K
1.5%
25 Aug 2011
President, Fund Research
Sold, plan not stated
79
$4.60K
0.0%
24 Aug 2011
President, Fund Research
Sold, plan not stated
200
$11.61K
0.1%
1 Aug 2011
President, Fund Research
Sold, plan not stated
11,000
$668.04K
3.7%
25 Jul 2011
President, Fund Research
Sold, plan not stated
5,000
$308.88K
1.7%
18 Jul 2011
President, Fund Research
Sold, plan not stated
5,000
$301.34K
1.7%
11 Jul 2011
President, Fund Research
Sold, plan not stated
5,000
$311.16K
1.7%
5 Jul 2011
President, Fund Research
Sold, plan not stated
5,000
$307.92K
1.7%
28 Jun 2011
President, Fund Research
Sold, plan not stated
5,000
$300.31K
1.7%
22 Jun 2011
President, Fund Research
Sold, plan not stated
1,703
$102.28K
0.6%
21 Jun 2011
President, Fund Research
Sold, plan not stated
3,297
$197.83K
1.1%
31 May 2011
President, Fund Research
Sold, plan not stated
5,000
$300.22K
1.7%
27 May 2011
President, Fund Research
Sold, plan not stated
5,000
$300.82K
1.7%
20 May 2011
President, Fund Research
Sold, plan not stated
1,000
$60.01K
0.3%
19 May 2011
President, Fund Research
Sold, plan not stated
603
$36.18K
0.2%
4 Feb 2010
Managing Director
Sold, plan not stated
2,450
$114.62K
0.9%
28 Jan 2010
Managing Director
Sold, plan not stated
5,000
$234.02K
1.8%
21 Jan 2010
Managing Director
Sold, plan not stated
5,000
$242.32K
1.7%
14 Jan 2010
Managing Director
Sold, plan not stated
5,000
$247.86K
1.7%
13 Jan 2010
Managing Director
Sold, plan not stated
1,300
$65.03K
0.4%
7 Jan 2010
Managing Director
Sold, plan not stated
5,000
$243.14K
1.7%
28 Dec 2009
Managing Director
Sold, plan not stated
3,400
$163.42K
1.1%
24 Dec 2009
Managing Director
Sold, plan not stated
1,600
$76.88K
0.5%
17 Dec 2009
Managing Director
Sold, plan not stated
5,000
$239.58K
1.6%
10 Dec 2009
Managing Director
Sold, plan not stated
5,000
$237.68K
1.6%
3 Dec 2009
Managing Director
Sold, plan not stated
5,000
$243.79K
1.6%
5 Nov 2009
Managing Director
Sold, plan not stated
1,250
$62.80K
0.4%
22 Oct 2009
Managing Director
Sold, plan not stated
1,250
$63.66K
0.4%
15 Oct 2009
Managing Director
Sold, plan not stated
1,250
$64.08K
0.4%
9 Oct 2009
Managing Director
Sold, plan not stated
24,800
$1.26M
7.2%
8 Oct 2009
Managing Director
Sold, plan not stated
27,300
$1.39M
7.3%
6 Oct 2009
Managing Director
Sold, plan not stated
400
$20.00K
0.1%
17 Sep 2009
Managing Director
Sold, plan not stated
5,846
$268.04K
1.5%
10 Sep 2009
Managing Director
Sold, plan not stated
6,250
$269.67K
1.6%
3 Sep 2009
Managing Director
Sold, plan not stated
6,250
$265.20K
1.6%
27 Aug 2009
Managing Director
Sold, plan not stated
6,250
$274.12K
1.6%
20 Aug 2009
Managing Director
Sold, plan not stated
6,250
$271.07K
1.6%
13 Aug 2009
Managing Director
Sold, plan not stated
6,250
$281.46K
1.6%
6 Aug 2009
Managing Director
Sold, plan not stated
6,250
$291.72K
1.7%
23 Jul 2009
Managing Director
Sold, plan not stated
6,250
$283.36K
1.5%
16 Jul 2009
Managing Director
Sold, plan not stated
6,250
$265.58K
1.5%
14 Jul 2009
Managing Director
Sold, plan not stated
3,750
$150.16K
0.9%
9 Jul 2009
Managing Director
Sold, plan not stated
2,500
$99.06K
0.6%
2 Jul 2009
Managing Director
Sold, plan not stated
6,250
$253.66K
1.5%
25 Jun 2009
Managing Director
Sold, plan not stated
9,910
$396.40K
2.4%
24 Jun 2009
Managing Director
Sold, plan not stated
90
$3.62K
0.0%
18 Jun 2009
Managing Director
Sold, plan not stated
2,500
$97.06K
0.6%
11 Jun 2009
Managing Director
Sold, plan not stated
6,250
$259.39K
1.5%
4 Jun 2009
Managing Director
Sold, plan not stated
6,250
$257.63K
1.5%
28 May 2009
Managing Director
Sold, plan not stated
6,250
$252.67K
1.5%
21 May 2009
Managing Director
Sold, plan not stated
6,250
$248.28K
1.5%
19 May 2009
Managing Director
Sold, plan not stated
1,250
$50.00K
0.3%
18 May 2009
Managing Director
Sold, plan not stated
2,500
$100.06K
0.6%
14 May 2009
Managing Director
Sold, plan not stated
2,500
$96.42K
0.6%
7 May 2009
Managing Director
Sold, plan not stated
6,250
$270.23K
1.5%
1 May 2009
Managing Director
Sold, plan not stated
13,505
$567.10K
3.2%
30 Apr 2009
Managing Director
Sold, plan not stated
40,095
$1.62M
8.7%
29 Apr 2009
Managing Director
Sold, plan not stated
21,400
$859.67K
4.4%
23 Apr 2009
Managing Director
Sold, plan not stated
2,500
$87.90K
0.6%
16 Apr 2009
Managing Director
Sold, plan not stated
2,500
$82.43K
0.6%
9 Apr 2009
Managing Director
Sold, plan not stated
2,500
$79.72K
0.6%
2 Apr 2009
Managing Director
Sold, plan not stated
2,500
$83.22K
0.6%
26 Mar 2009
Managing Director
Sold, plan not stated
2,500
$88.08K
0.6%
19 Mar 2009
Managing Director
Sold, plan not stated
2,500
$78.08K
0.6%
12 Mar 2009
Managing Director
Sold, plan not stated
2,500
$75.00K
0.6%
11 Mar 2009
Managing Director
Sold, plan not stated
5,000
$150.13K
1.2%
19 Feb 2009
Managing Director
Sold, plan not stated
2,500
$83.18K
0.6%
12 Feb 2009
Managing Director
Sold, plan not stated
2,500
$84.82K
0.6%
5 Feb 2009
Managing Director
Sold, plan not stated
2,500
$86.70K
0.6%
22 Jan 2009
Managing Director
Sold, plan not stated
2,500
$85.09K
0.6%
15 Jan 2009
Managing Director
Sold, plan not stated
2,500
$86.27K
0.6%
8 Jan 2009
Managing Director
Sold, plan not stated
2,500
$94.59K
0.6%
2 Jan 2009
Managing Director
Sold, plan not stated
2,500
$88.44K
0.7%
26 Dec 2008
Managing Director
Sold, plan not stated
2,500
$83.32K
0.7%
18 Dec 2008
Managing Director
Sold, plan not stated
2,500
$83.32K
0.7%
11 Dec 2008
Managing Director
Sold, plan not stated
2,500
$82.50K
0.7%
4 Dec 2008
Managing Director
Sold, plan not stated
2,500
$77.51K
0.7%
6 Nov 2008
Managing Director
Sold, plan not stated
300
$10.51K
0.1%
23 Oct 2008
Managing Director
Sold, plan not stated
10,000
$474.89K
2.7%
16 Oct 2008
Managing Director
Sold, plan not stated
10,000
$469.49K
2.7%
9 Oct 2008
Managing Director
Sold, plan not stated
10,000
$518.49K
2.7%
2 Oct 2008
Managing Director
Sold, plan not stated
12,500
$719.70K
3.4%
25 Sep 2008
Managing Director
Sold, plan not stated
12,500
$722.84K
3.5%
22 Sep 2008
Managing Director
Sold, plan not stated
351
$22.46K
0.1%
19 Sep 2008
Managing Director
Sold, plan not stated
2,300
$141.20K
0.7%
18 Sep 2008
Managing Director
Sold, plan not stated
10,200
$566.38K
3.9%
11 Sep 2008
Managing Director
Sold, plan not stated
12,500
$770.32K
3.5%
4 Sep 2008
Managing Director
Sold, plan not stated
15,000
$984.25K
4.1%
28 Aug 2008
Managing Director
Sold, plan not stated
15,000
$969.37K
4.2%
22 Aug 2008
Managing Director
Sold, plan not stated
2,500
$160.03K
0.7%
21 Aug 2008
Managing Director
Sold, plan not stated
12,500
$786.16K
3.6%
14 Aug 2008
Managing Director
Sold, plan not stated
15,000
$971.30K
4.2%
7 Aug 2008
Managing Director
Sold, plan not stated
15,000
$954.52K
4.2%
24 Jul 2008
Managing Director
Sold, plan not stated
15,000
$963.94K
4.4%
17 Jul 2008
Managing Director
Sold, plan not stated
15,000
$960.66K
4.4%
10 Jul 2008
Managing Director
Sold, plan not stated
15,000
$956.31K
4.4%
3 Jul 2008
Managing Director
Sold, plan not stated
15,000
$998.92K
4.4%
26 Jun 2008
Managing Director
Sold, plan not stated
17,300
$1.24M
5.1%
19 Jun 2008
Managing Director
Sold, plan not stated
17,500
$1.27M
5.2%
13 Jun 2008
Managing Director
Sold, plan not stated
2,500
$180.77K
0.8%
12 Jun 2008
Managing Director
Sold, plan not stated
14,998
$1.04M
4.4%
5 Jun 2008
Managing Director
Sold, plan not stated
15,000
$1.06M
4.5%
29 May 2008
Managing Director
Sold, plan not stated
2,000
$144.01K
0.6%
22 May 2008
Managing Director
Sold, plan not stated
15,500
$1.09M
4.8%
15 May 2008
Managing Director
Sold, plan not stated
17,600
$1.28M
5.4%
8 May 2008
Managing Director
Sold, plan not stated
17,500
$1.28M
5.4%
2 May 2008
Managing Director
Sold, plan not stated
5,000
$344.83K
1.6%
1 May 2008
Managing Director
Sold, plan not stated
12,500
$751.00K
5.4%
24 Apr 2008
Managing Director
Sold, plan not stated
12,500
$721.12K
4.0%
17 Apr 2008
Managing Director
Sold, plan not stated
10,000
$560.07K
3.3%
10 Apr 2008
Managing Director
Sold, plan not stated
12,500
$782.01K
4.0%
3 Apr 2008
Managing Director
Sold, plan not stated
15,000
$996.75K
4.4%
1 Apr 2008
Managing Director
Sold, plan not stated
1,900
$121.70K
0.6%
27 Mar 2008
Managing Director
Sold, plan not stated
13,100
$816.87K
3.9%
24 Mar 2008
Managing Director
Sold, plan not stated
2,500
$160.24K
0.8%
20 Mar 2008
Managing Director
Sold, plan not stated
12,500
$765.30K
3.8%
13 Mar 2008
Managing Director
Sold, plan not stated
12,500
$759.76K
3.8%
6 Mar 2008
Managing Director
Sold, plan not stated
14,900
$951.64K
4.4%
28 Feb 2008
Managing Director
Sold, plan not stated
15,000
$980.92K
4.6%
21 Feb 2008
Managing Director
Sold, plan not stated
15,000
$996.71K
4.6%
14 Feb 2008
Managing Director
Sold, plan not stated
15,000
$989.67K
4.6%
7 Feb 2008
Managing Director
Sold, plan not stated
15,000
$952.38K
4.4%
24 Jan 2008
Managing Director
Sold, plan not stated
15,000
$955.02K
4.7%
18 Jan 2008
Managing Director
Sold, plan not stated
1,050
$67.25K
0.3%
17 Jan 2008
Managing Director
Sold, plan not stated
13,950
$880.76K
4.4%
10 Jan 2008
Managing Director
Sold, plan not stated
15,000
$1.02M
4.7%
3 Jan 2008
Managing Director
Sold, plan not stated
17,500
$1.32M
5.4%
27 Dec 2007
Managing Director
Sold, plan not stated
17,478
$1.38M
5.4%
20 Dec 2007
Managing Director
Sold, plan not stated
17,500
$1.31M
5.4%
13 Dec 2007
Managing Director
Sold, plan not stated
17,500
$1.36M
5.4%
6 Dec 2007
Managing Director
Sold, plan not stated
17,500
$1.40M
5.4%
23 Nov 2007
Managing Director
Sold, plan not stated
17,500
$1.26M
5.4%
19 Nov 2007
Managing Director
Sold, plan not stated
2,000
$144.15K
0.6%
16 Nov 2007
Managing Director
Sold, plan not stated
500
$36.00K
0.2%
15 Nov 2007
Managing Director
Sold, plan not stated
15,003
$1.05M
4.7%
8 Nov 2007
Managing Director
Sold, plan not stated
17,500
$1.28M
5.4%
1 Nov 2007
Managing Director
Sold, plan not stated
17,500
$1.26M
5.9%
26 Oct 2007
Managing Director
Sold, plan not stated
2,500
$180.75K
0.9%
25 Oct 2007
Managing Director
Sold, plan not stated
15,000
$1.07M
5.1%
18 Oct 2007
Managing Director
Sold, plan not stated
17,500
$1.24M
5.9%
11 Oct 2007
Managing Director
Sold, plan not stated
17,500
$1.28M
5.9%
10 Oct 2007
Managing Director
Sold, plan not stated
2,500
$180.11K
0.8%
4 Oct 2007
Managing Director
Sold, plan not stated
15,000
$1.01M
5.1%
27 Sep 2007
Managing Director
Sold, plan not stated
15,000
$952.38K
5.1%
20 Sep 2007
Managing Director
Sold, plan not stated
12,500
$778.32K
4.3%
13 Sep 2007
Managing Director
Sold, plan not stated
14,600
$918.75K
4.9%
6 Sep 2007
Managing Director
Sold, plan not stated
12,500
$784.69K
4.3%
27 Aug 2007
Managing Director
Sold, plan not stated
15,000
$943.94K
5.1%
10 Aug 2007
Managing Director
Sold, plan not stated
15,000
$913.56K
5.1%
2 Aug 2007
Managing Director
Sold, plan not stated
5,000
$275.46K
1.7%
25 Jul 2007
Managing Director
Sold, plan not stated
10,000
$486.43K
3.4%
10 Jul 2007
Managing Director
Sold, plan not stated
10,000
$466.99K
3.4%
25 Jun 2007
Managing Director
Sold, plan not stated
10,000
$466.58K
3.4%
11 Jun 2007
Managing Director
Sold, plan not stated
10,000
$472.02K
3.8%
25 May 2007
Managing Director
Sold, plan not stated
9,600
$450.66K
3.6%
10 May 2007
Managing Director
Sold, plan not stated
10,000
$485.82K
3.9%
26 Apr 2007
Managing Director
Sold, plan not stated
4,900
$260.17K
1.9%
25 Apr 2007
Managing Director
Sold, plan not stated
5,100
$271.12K
2.0%
10 Apr 2007
Managing Director
Sold, plan not stated
10,400
$536.17K
4.0%
26 Mar 2007
Managing Director
Sold, plan not stated
10,000
$519.38K
3.9%
12 Mar 2007
Managing Director
Sold, plan not stated
10,000
$504.14K
4.4%
26 Feb 2007
Managing Director
Sold, plan not stated
10,000
$536.37K
4.4%
12 Feb 2007
Managing Director
Sold, plan not stated
10,000
$453.29K
4.4%
25 Jan 2007
Managing Director
Sold, plan not stated
10,000
$452.17K
4.4%
10 Jan 2007
Managing Director
Sold, plan not stated
10,000
$453.54K
4.4%
26 Dec 2006
Managing Director
Sold, plan not stated
10,000
$451.50K
4.4%
11 Dec 2006
Managing Director
Sold, plan not stated
10,000
$449.58K
4.8%
27 Nov 2006
Managing Director
Sold, plan not stated
10,000
$449.90K
4.8%
10 Nov 2006
Managing Director
Sold, plan not stated
10,000
$450.05K
4.8%
25 Oct 2006
Managing Director
Sold, plan not stated
10,000
$424.44K
4.8%
10 Oct 2006
Managing Director
Sold, plan not stated
10,000
$406.47K
4.8%
240 decisions on file.