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. | 13,904 | reported | 27 May 2026 | tx 69+54,096−37,592 |
| NIC INC | 0 | reported | 21 Apr 2021 | tx 24+75,968−75,968 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | SALE | Morningstar, Inc. | 700 | 179.00 USD | |
| 15 May 2026 | GRANT_AWARD | Morningstar, Inc. | 1,144 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | Morningstar, Inc. | 620 | 0.00 USD | |
| 30 Oct 2024 | SALE | Morningstar, Inc. | 750 | 331.88 USD | |
| 30 Sept 2024 | SALE | Morningstar, Inc. | 750 | 316.48 USD | |
| 30 Aug 2024 | SALE | Morningstar, Inc. | 750 | 311.60 USD | |
| 30 Jul 2024 | SALE | Morningstar, Inc. | 750 | 324.83 USD | |
| 28 Jun 2024 | SALE | Morningstar, Inc. | 750 | 294.21 USD | |
| 04 Jun 2024 | SALE | Morningstar, Inc. | 750 | 289.07 USD | |
| 15 May 2024 | GRANT_AWARD | Morningstar, Inc. | 639 | 0.00 USD | |
| 15 May 2023 | GRANT_AWARD | Morningstar, Inc. | 868 | 0.00 USD | |
| 08 Aug 2022 | SALE | Morningstar, Inc. | 618 | 250.48 USD | |
| 08 Aug 2022 | SALE | Morningstar, Inc. | 1,882 | 249.74 USD | anomaly |
| 15 May 2022 | GRANT_AWARD | Morningstar, Inc. | 679 | 0.00 USD | |
| 15 May 2021 | GRANT_AWARD | Morningstar, Inc. | 612 | 0.00 USD | |
| 21 Apr 2021 | OTHER | NIC INC | 4,182 | 34.00 USD | |
| 21 Apr 2021 | OTHER | NIC INC | 61,786 | 34.00 USD | |
| 02 Dec 2020 | EXERCISE | Morningstar, Inc. | 1,158 | 57.28 USD | |
| 02 Dec 2020 | SALE | Morningstar, Inc. | 1,158 | 202.33 USD | |
| 02 Dec 2020 | EXERCISE | Morningstar, Inc. | 1,158 | 0.00 USD | deriv |
| 02 Nov 2020 | EXERCISE | Morningstar, Inc. | 1,158 | 57.28 USD | |
| 02 Nov 2020 | SALE | Morningstar, Inc. | 1,158 | 189.72 USD | |
| 02 Nov 2020 | EXERCISE | Morningstar, Inc. | 1,158 | 0.00 USD | deriv |
| 15 May 2020 | GRANT_AWARD | Morningstar, Inc. | 1,032 | 0.00 USD | |
| 27 Apr 2020 | GRANT_AWARD | NIC INC | 4,182 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 15 Nov 2018.