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. | 43,080 | reported | 15 May 2026 | tx 549+180,585−292,551 |
| Accretive Health, Inc. | 6,212 | reported | 01 Apr 2015 | tx 24+309,930−26,132.58 |
| Zayo Group Holdings, Inc. | 0 | reported | 09 Mar 2020 | tx 36+36,525−66,571 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | Morningstar, Inc. | 1,144 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | Morningstar, Inc. | 620 | 0.00 USD | |
| 11 Nov 2024 | OTHER | Morningstar, Inc. | 1,250 | 348.58 USD | |
| 12 Aug 2024 | OTHER | Morningstar, Inc. | 1,250 | 305.47 USD | |
| 15 May 2024 | GRANT_AWARD | Morningstar, Inc. | 639 | 0.00 USD | |
| 10 May 2024 | SALE | Morningstar, Inc. | 1,250 | 298.13 USD | anomaly |
| 11 Mar 2024 | SALE | Morningstar, Inc. | 1,250 | 306.81 USD | anomaly |
| 15 May 2023 | GRANT_AWARD | Morningstar, Inc. | 868 | 0.00 USD | |
| 15 May 2022 | GRANT_AWARD | Morningstar, Inc. | 679 | 0.00 USD | |
| 11 Nov 2021 | SALE | Morningstar, Inc. | 1,000 | 312.87 USD | anomaly |
| 11 Aug 2021 | SALE | Morningstar, Inc. | 1,000 | 261.94 USD | anomaly |
| 15 May 2021 | GRANT_AWARD | Morningstar, Inc. | 612 | 0.00 USD | |
| 15 May 2020 | GRANT_AWARD | Morningstar, Inc. | 1,032 | 0.00 USD | |
| 09 Mar 2020 | OTHER | Zayo Group Holdings, Inc. | 43,718 | — | |
| 09 Mar 2020 | OTHER | Zayo Group Holdings, Inc. | 1,612 | — | deriv |
| 27 Feb 2020 | SALE | Morningstar, Inc. | 2,316 | 150.69 USD | anomaly |
| 06 Jan 2020 | GRANT_AWARD | Zayo Group Holdings, Inc. | 1,612 | 0.00 USD | deriv |
| 31 Dec 2019 | EXERCISE | Zayo Group Holdings, Inc. | 1,643 | — | |
| 31 Dec 2019 | EXERCISE | Zayo Group Holdings, Inc. | 1,643 | 0.00 USD | deriv |
| 04 Oct 2019 | GRANT_AWARD | Zayo Group Holdings, Inc. | 1,643 | 0.00 USD | deriv |
| 30 Sept 2019 | EXERCISE | Zayo Group Holdings, Inc. | 1,691 | — | |
| 30 Sept 2019 | EXERCISE | Zayo Group Holdings, Inc. | 1,691 | 0.00 USD | deriv |
| 05 Jul 2019 | GRANT_AWARD | Zayo Group Holdings, Inc. | 1,691 | 0.00 USD | deriv |
| 28 Jun 2019 | EXERCISE | Zayo Group Holdings, Inc. | 1,970 | — | |
| 28 Jun 2019 | EXERCISE | Zayo Group Holdings, Inc. | 1,970 | 0.00 USD | deriv |