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. | 45,451 | reported | 15 May 2012 | tx 307+181,490−276,055 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2012 | TAX_WITHHOLDING | Morningstar, Inc. | 1,401 | 55.43 USD | |
| 30 Apr 2012 | GRANT_AWARD | Morningstar, Inc. | 19 | 0.00 USD | |
| 05 Mar 2012 | EXERCISE | Morningstar, Inc. | 1,000 | 10.95 USD | |
| 05 Mar 2012 | SALE | Morningstar, Inc. | 1,000 | 60.00 USD | |
| 05 Mar 2012 | EXERCISE | Morningstar, Inc. | 1,000 | 0.00 USD | deriv |
| 31 Jan 2012 | GRANT_AWARD | Morningstar, Inc. | 18 | 0.00 USD | |
| 31 Oct 2011 | GRANT_AWARD | Morningstar, Inc. | 9 | 0.00 USD | |
| 29 Jul 2011 | GRANT_AWARD | Morningstar, Inc. | 8 | 0.00 USD | |
| 15 May 2011 | TAX_WITHHOLDING | Morningstar, Inc. | 1,494 | 57.28 USD | |
| 15 May 2011 | GRANT_AWARD | Morningstar, Inc. | 3,317 | 0.00 USD | |
| 15 May 2011 | GRANT_AWARD | Morningstar, Inc. | 8,000 | 0.00 USD | deriv |
| 29 Apr 2011 | GRANT_AWARD | Morningstar, Inc. | 10 | 0.00 USD | |
| 04 Apr 2011 | EXERCISE | Morningstar, Inc. | 3,346 | 10.95 USD | |
| 04 Apr 2011 | SALE | Morningstar, Inc. | 3,346 | 60.01 USD | |
| 04 Apr 2011 | EXERCISE | Morningstar, Inc. | 3,346 | 0.00 USD | deriv |
| 03 Mar 2011 | SALE | Morningstar, Inc. | 5,654 | 60.12 USD | |
| 03 Mar 2011 | EXERCISE | Morningstar, Inc. | 5,654 | 10.95 USD | |
| 03 Mar 2011 | EXERCISE | Morningstar, Inc. | 5,654 | 0.00 USD | deriv |
| 14 Jan 2011 | GRANT_AWARD | Morningstar, Inc. | 11 | 0.00 USD | |
| 16 Dec 2010 | EXERCISE | Morningstar, Inc. | 3,000 | 14.13 USD | |
| 15 Dec 2010 | SALE | Morningstar, Inc. | 3,000 | 52.17 USD | |
| 15 Dec 2010 | EXERCISE | Morningstar, Inc. | 3,000 | 14.13 USD | |
| 16 Dec 2010 | SALE | Morningstar, Inc. | 3,000 | 51.87 USD | |
| 16 Dec 2010 | EXERCISE | Morningstar, Inc. | 3,000 | 0.00 USD | deriv |
| 15 Dec 2010 | EXERCISE | Morningstar, Inc. | 3,000 | 0.00 USD | deriv |