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. | 17,039 | reported | 15 May 2026 | tx 149+384,254−181,518 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | Morningstar, Inc. | 1,177 | 0.00 USD | |
| 15 May 2026 | GRANT_AWARD | Morningstar, Inc. | 11,359 | 0.00 USD | |
| 15 May 2026 | EXERCISE | Morningstar, Inc. | 2,108 | 0.00 USD | |
| 15 May 2026 | TAX_WITHHOLDING | Morningstar, Inc. | 3,699 | 166.05 USD | |
| 15 May 2026 | EXERCISE | Morningstar, Inc. | 2,108 | — | deriv |
| 15 May 2026 | GRANT_AWARD | Morningstar, Inc. | 17,039 | — | deriv |
| 15 Nov 2025 | EXERCISE | Morningstar, Inc. | 1,861 | 0.00 USD | |
| 15 Nov 2025 | TAX_WITHHOLDING | Morningstar, Inc. | 826 | 211.95 USD | |
| 15 Nov 2025 | EXERCISE | Morningstar, Inc. | 1,861 | — | deriv |
| 15 Nov 2025 | GRANT_AWARD | Morningstar, Inc. | 10,810 | 0.00 USD | deriv |
| 16 May 2025 | TAX_WITHHOLDING | Morningstar, Inc. | 6,901 | 306.41 USD | |
| 15 May 2025 | GRANT_AWARD | Morningstar, Inc. | 4,985 | 0.00 USD | |
| 16 May 2025 | EXERCISE | Morningstar, Inc. | 6,667 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | Morningstar, Inc. | 7,477 | 0.00 USD | deriv |
| 16 May 2025 | EXERCISE | Morningstar, Inc. | 6,667 | — | deriv |
| 26 Dec 2024 | GIFT | Morningstar, Inc. | 500 | 0.00 USD | |
| 15 Nov 2024 | EXERCISE | Morningstar, Inc. | 2,674 | 0.00 USD | |
| 15 Nov 2024 | TAX_WITHHOLDING | Morningstar, Inc. | 1,230 | 342.99 USD | |
| 15 Nov 2024 | GRANT_AWARD | Morningstar, Inc. | 98 | 0.00 USD | |
| 15 Nov 2024 | EXERCISE | Morningstar, Inc. | 2,674 | — | deriv |
| 15 Nov 2024 | GRANT_AWARD | Morningstar, Inc. | 5,947 | 0.00 USD | deriv |
| 15 May 2024 | GRANT_AWARD | Morningstar, Inc. | 4,575 | 0.00 USD | |
| 17 May 2024 | EXERCISE | Morningstar, Inc. | 5,580 | 0.00 USD | |
| 17 May 2024 | TAX_WITHHOLDING | Morningstar, Inc. | 6,662 | 297.26 USD | |
| 17 May 2024 | GRANT_AWARD | Morningstar, Inc. | 404 | 0.00 USD |