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. | 8,359 | reported | 15 May 2020 | tx 691+183,694−285,076 |
| SPSS INC | 0 | reported | 02 Oct 2009 | tx 118+719,876−1,296,872 |
| Fleetmatics Group plc | 0 | reported | 07 Nov 2016 | tx 9+16,439−71,439 |
| LIONBRIDGE TECHNOLOGIES INC /DE/ | 0 | reported | 28 Feb 2017 | tx 36+195,172−136,815 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2020 | GRANT_AWARD | Morningstar, Inc. | 1,032 | 0.00 USD | |
| 04 Nov 2019 | SALE | Morningstar, Inc. | 796 | 162.47 USD | |
| 04 Nov 2019 | EXERCISE | Morningstar, Inc. | 2,316 | 57.28 USD | |
| 04 Nov 2019 | EXERCISE | Morningstar, Inc. | 2,316 | 0.00 USD | deriv |
| 15 May 2019 | GRANT_AWARD | Morningstar, Inc. | 1,127 | 0.00 USD | |
| 15 May 2018 | GRANT_AWARD | Morningstar, Inc. | 1,336 | 0.00 USD | |
| 30 Oct 2017 | SALE | Morningstar, Inc. | 1,200 | 86.47 USD | |
| 30 Oct 2017 | SALE | Morningstar, Inc. | 18,800 | 85.40 USD | anomaly |
| 15 May 2017 | GRANT_AWARD | Morningstar, Inc. | 1,728 | 0.00 USD | |
| 28 Feb 2017 | OTHER | LIONBRIDGE TECHNOLOGIES INC /DE/ | 56,513 | 5.75 USD | |
| 28 Feb 2017 | OTHER | LIONBRIDGE TECHNOLOGIES INC /DE/ | 8,197 | 0.82 USD | deriv |
| 28 Feb 2017 | OTHER | LIONBRIDGE TECHNOLOGIES INC /DE/ | 7,099 | 5.75 USD | deriv |
| 28 Feb 2017 | OTHER | LIONBRIDGE TECHNOLOGIES INC /DE/ | 10,000 | 3.08 USD | deriv |
| 28 Feb 2017 | OTHER | LIONBRIDGE TECHNOLOGIES INC /DE/ | 10,000 | 2.39 USD | deriv |
| 28 Feb 2017 | OTHER | LIONBRIDGE TECHNOLOGIES INC /DE/ | 6,024 | 0.19 USD | deriv |
| 15 Nov 2016 | GIFT | Morningstar, Inc. | 14,000 | 0.00 USD | |
| 07 Nov 2016 | OTHER | Fleetmatics Group plc | 14,442 | — | |
| 07 Nov 2016 | OTHER | Fleetmatics Group plc | 50,000 | — | deriv |
| 03 Aug 2016 | TAX_WITHHOLDING | Fleetmatics Group plc | 2,587 | 59.59 USD | |
| 01 Aug 2016 | GRANT_AWARD | Fleetmatics Group plc | 4,363 | 0.00 USD | |
| 15 May 2016 | GRANT_AWARD | Morningstar, Inc. | 1,588 | 0.00 USD | |
| 03 May 2016 | GRANT_AWARD | LIONBRIDGE TECHNOLOGIES INC /DE/ | 7,099 | 0.00 USD | deriv |
| 03 May 2016 | GRANT_AWARD | LIONBRIDGE TECHNOLOGIES INC /DE/ | 8,197 | 4.93 USD | deriv |
| 12 Apr 2016 | EXERCISE | LIONBRIDGE TECHNOLOGIES INC /DE/ | 10,000 | 3.21 USD | |
| 12 Apr 2016 | EXERCISE | LIONBRIDGE TECHNOLOGIES INC /DE/ | 10,000 | 3.21 USD | deriv |