Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Morningstar, Inc. | 0 | reported | 10 Jul 2007 | tx 1197+388,629−407,015 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 1,000 | 2.77 USD | |
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 1,224 | 10.98 USD | |
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 2,478 | 10.98 USD | |
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 1,131 | 10.98 USD | |
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 2,262 | 10.98 USD | |
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 2,262 | 0.00 USD | deriv |
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 2,478 | 0.00 USD | deriv |
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 1,000 | 0.00 USD | deriv |
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 1,224 | 0.00 USD | deriv |
| 10 Jul 2007 | EXERCISE | Morningstar, Inc. | 1,131 | 0.00 USD | deriv |
| 15 May 2007 | TAX_WITHHOLDING | Morningstar, Inc. | 803 | 49.40 USD | |
| 02 May 2007 | EXERCISE | Morningstar, Inc. | 7,202 | 10.95 USD | |
| 03 May 2007 | EXERCISE | Morningstar, Inc. | 42,798 | 10.95 USD | |
| 02 May 2007 | SALE | Morningstar, Inc. | 11,695 | 52.27 USD | anomaly |
| 03 May 2007 | SALE | Morningstar, Inc. | 42,798 | 50.89 USD | anomaly |
| 02 May 2007 | EXERCISE | Morningstar, Inc. | 4,493 | 14.13 USD | |
| 02 May 2007 | EXERCISE | Morningstar, Inc. | 4,493 | 0.00 USD | deriv |
| 02 May 2007 | EXERCISE | Morningstar, Inc. | 7,202 | 0.00 USD | deriv |
| 03 May 2007 | EXERCISE | Morningstar, Inc. | 42,798 | 0.00 USD | deriv |
| 01 May 2007 | SALE | Morningstar, Inc. | 400 | 52.02 USD | |
| 01 May 2007 | SALE | Morningstar, Inc. | 200 | 52.04 USD | |
| 30 Apr 2007 | SALE | Morningstar, Inc. | 200 | 52.90 USD | |
| 30 Apr 2007 | SALE | Morningstar, Inc. | 200 | 52.95 USD | |
| 30 Apr 2007 | SALE | Morningstar, Inc. | 400 | 52.97 USD | |
| 01 May 2007 | SALE | Morningstar, Inc. | 100 | 51.64 USD |