Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Alight, Inc. / Delaware | 852,694 | reported | 27 Nov 2024 | tx 19+1,386,290−653,335.11 |
| Morningstar, Inc. | 18,161 | reported | 15 Nov 2015 | tx 30+27,573−3,745 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Nov 2024 | SALE | Alight, Inc. / Delaware | 250,000 | 8.00 USD | |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 2,130 | — | |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 139 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 139 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 2,130.65 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 139.73 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 139.73 | — | deriv |
| 14 Mar 2024 | GRANT_AWARD | Alight, Inc. / Delaware | 131,428 | 0.00 USD | |
| 10 Mar 2024 | TAX_WITHHOLDING | Alight, Inc. / Delaware | 25,525 | 9.11 USD | |
| 16 Jan 2024 | GRANT_AWARD | Alight, Inc. / Delaware | 675,000 | 0.00 USD | |
| 16 Jan 2024 | TAX_WITHHOLDING | Alight, Inc. / Delaware | 266,537 | 8.23 USD | |
| 31 Dec 2023 | TAX_WITHHOLDING | Alight, Inc. / Delaware | 35,415 | 8.53 USD | |
| 10 Mar 2023 | TAX_WITHHOLDING | Alight, Inc. / Delaware | 14,398 | 8.86 USD | |
| 10 Mar 2023 | GRANT_AWARD | Alight, Inc. / Delaware | 84,819 | 0.00 USD | |
| 10 Mar 2023 | GRANT_AWARD | Alight, Inc. / Delaware | 112,866 | 0.00 USD | |
| 31 Dec 2022 | TAX_WITHHOLDING | Alight, Inc. / Delaware | 35,415 | 8.36 USD | |
| 10 Mar 2022 | GRANT_AWARD | Alight, Inc. / Delaware | 109,769 | 0.00 USD | |
| 31 Dec 2021 | TAX_WITHHOLDING | Alight, Inc. / Delaware | 23,635 | 10.81 USD | |
| 10 Sept 2021 | GRANT_AWARD | Alight, Inc. / Delaware | 270,000 | 0.00 USD | |
| 15 Nov 2015 | TAX_WITHHOLDING | Morningstar, Inc. | 203 | 78.28 USD | |
| 30 Oct 2015 | GRANT_AWARD | Morningstar, Inc. | 4 | 0.00 USD | |
| 31 Jul 2015 | GRANT_AWARD | Morningstar, Inc. | 4 | 0.00 USD | |
| 15 May 2015 | TAX_WITHHOLDING | Morningstar, Inc. | 1,269 | 77.00 USD | |
| 15 May 2015 | GRANT_AWARD | Morningstar, Inc. | 2,597 | 0.00 USD | |
| 30 Apr 2015 | GRANT_AWARD | Morningstar, Inc. | 8 | 0.00 USD |