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. | 24,835 | reported | 17 Nov 2022 | tx 628+392,115−645,770 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Nov 2022 | EXERCISE | Morningstar, Inc. | 739 | 0.00 USD | |
| 17 Nov 2022 | GRANT_AWARD | Morningstar, Inc. | 480 | 0.00 USD | |
| 17 Nov 2022 | TAX_WITHHOLDING | Morningstar, Inc. | 541 | 241.30 USD | |
| 17 Nov 2022 | EXERCISE | Morningstar, Inc. | 739 | — | deriv |
| 15 Nov 2022 | GRANT_AWARD | Morningstar, Inc. | 936 | 0.00 USD | deriv |
| 10 Nov 2022 | SALE | Morningstar, Inc. | 6,222 | 241.98 USD | |
| 10 Nov 2022 | SALE | Morningstar, Inc. | 3,484 | 241.24 USD | |
| 10 Nov 2022 | SALE | Morningstar, Inc. | 294 | 242.95 USD | |
| 15 May 2022 | GRANT_AWARD | Morningstar, Inc. | 720 | 0.00 USD | |
| 17 May 2022 | EXERCISE | Morningstar, Inc. | 896 | 0.00 USD | |
| 17 May 2022 | GRANT_AWARD | Morningstar, Inc. | 583 | 0.00 USD | |
| 15 May 2022 | TAX_WITHHOLDING | Morningstar, Inc. | 1,004 | 242.95 USD | |
| 17 May 2022 | EXERCISE | Morningstar, Inc. | 896 | — | deriv |
| 15 May 2022 | GRANT_AWARD | Morningstar, Inc. | 1,177 | 0.00 USD | deriv |
| 16 Nov 2021 | TAX_WITHHOLDING | Morningstar, Inc. | 608 | 316.52 USD | |
| 16 Nov 2021 | EXERCISE | Morningstar, Inc. | 915 | 0.00 USD | |
| 16 Nov 2021 | GRANT_AWARD | Morningstar, Inc. | 457 | 0.00 USD | |
| 16 Nov 2021 | EXERCISE | Morningstar, Inc. | 915 | — | deriv |
| 15 Nov 2021 | GRANT_AWARD | Morningstar, Inc. | 420 | 0.00 USD | deriv |
| 24 May 2021 | SALE | Morningstar, Inc. | 1,306 | 236.37 USD | |
| 24 May 2021 | SALE | Morningstar, Inc. | 1,694 | 236.92 USD | |
| 18 May 2021 | EXERCISE | Morningstar, Inc. | 901 | — | deriv |
| 15 May 2021 | GRANT_AWARD | Morningstar, Inc. | 1,289 | 0.00 USD | |
| 15 May 2020 | TAX_WITHHOLDING | Morningstar, Inc. | 1,129 | 245.02 USD | |
| 18 May 2020 | GRANT_AWARD | Morningstar, Inc. | 450 | 0.00 USD |