Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 buys in history.
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. | 28,500 | reported | 31 Oct 2013 | tx 105+85,296−99,865 |
| DIAMOND HILL INVESTMENT GROUP INC | 0 | reported | 22 Apr 2026 | tx 19+10,829−13,829 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Apr 2026 | OTHER | DIAMOND HILL INVESTMENT GROUP INC | 13,829 | 175.00 USD | |
| 06 May 2025 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 278 | 134.10 USD | |
| 02 May 2025 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 124 | 129.00 USD | |
| 01 May 2025 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 692 | 127.50 USD | |
| 30 Apr 2025 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 1,000 | 124.50 USD | |
| 29 Apr 2025 | GRANT_AWARD | DIAMOND HILL INVESTMENT GROUP INC | 926 | 0.00 USD | |
| 31 Mar 2025 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 100 | 142.50 USD | |
| 21 Mar 2025 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 50 | 143.50 USD | |
| 12 Mar 2025 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 500 | 144.00 USD | |
| 05 Mar 2025 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 500 | 146.00 USD | |
| 28 Feb 2025 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 272 | 144.00 USD | |
| 20 Dec 2024 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 1,000 | 152.25 USD | |
| 03 Jun 2024 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 500 | 150.00 USD | first after silence |
| 09 May 2024 | GRANT_AWARD | DIAMOND HILL INVESTMENT GROUP INC | 723 | 0.00 USD | |
| 11 May 2023 | GRANT_AWARD | DIAMOND HILL INVESTMENT GROUP INC | 727 | 0.00 USD | |
| 16 Mar 2023 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 500 | 158.00 USD | first after silence |
| 26 Apr 2022 | GRANT_AWARD | DIAMOND HILL INVESTMENT GROUP INC | 658 | 0.00 USD | |
| 26 Feb 2021 | PURCHASE | DIAMOND HILL INVESTMENT GROUP INC | 1,500 | 142.00 USD | |
| 04 Jan 2021 | GRANT_AWARD | DIAMOND HILL INVESTMENT GROUP INC | 779 | 0.00 USD | |
| 31 Oct 2013 | GRANT_AWARD | Morningstar, Inc. | 13 | 0.00 USD | |
| 31 Jul 2013 | GRANT_AWARD | Morningstar, Inc. | 13 | 0.00 USD | |
| 15 May 2013 | TAX_WITHHOLDING | Morningstar, Inc. | 1,780 | 69.99 USD | |
| 30 Apr 2013 | GRANT_AWARD | Morningstar, Inc. | 26 | 0.00 USD | |
| 28 Feb 2013 | SALE | Morningstar, Inc. | 2,000 | 68.40 USD | |
| 01 Mar 2013 | SALE | Morningstar, Inc. | 2,000 | 68.58 USD |
2 purchases reported after at least 12 months of silence — most recent on 03 Jun 2024.