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. | 228,539 | reported | 28 Oct 2016 | tx 309+322,239−416,549 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Oct 2016 | GRANT_AWARD | Morningstar, Inc. | 24 | 0.00 USD | |
| 29 Jul 2016 | GRANT_AWARD | Morningstar, Inc. | 20 | 0.00 USD | |
| 15 May 2016 | GRANT_AWARD | Morningstar, Inc. | 2,138 | 0.00 USD | |
| 29 Apr 2016 | GRANT_AWARD | Morningstar, Inc. | 39 | 0.00 USD | |
| 25 Feb 2016 | GIFT | Morningstar, Inc. | 700 | 0.00 USD | |
| 29 Jan 2016 | GRANT_AWARD | Morningstar, Inc. | 41 | 0.00 USD | |
| 30 Oct 2015 | GRANT_AWARD | Morningstar, Inc. | 34 | 0.00 USD | |
| 31 Jul 2015 | GRANT_AWARD | Morningstar, Inc. | 33 | 0.00 USD | |
| 15 May 2015 | GRANT_AWARD | Morningstar, Inc. | 2,272 | 0.00 USD | |
| 30 Apr 2015 | GRANT_AWARD | Morningstar, Inc. | 43 | 0.00 USD | |
| 30 Jan 2015 | GRANT_AWARD | Morningstar, Inc. | 49 | 0.00 USD | |
| 31 Oct 2014 | GRANT_AWARD | Morningstar, Inc. | 43 | 0.00 USD | |
| 16 Oct 2014 | EXERCISE | Morningstar, Inc. | 4,000 | 57.28 USD | |
| 16 Oct 2014 | EXERCISE | Morningstar, Inc. | 4,000 | 0.00 USD | deriv |
| 31 Jul 2014 | GRANT_AWARD | Morningstar, Inc. | 43 | 0.00 USD | |
| 15 May 2014 | GRANT_AWARD | Morningstar, Inc. | 2,106 | 0.00 USD | |
| 30 Apr 2014 | GRANT_AWARD | Morningstar, Inc. | 49 | 0.00 USD | |
| 31 Jan 2014 | GRANT_AWARD | Morningstar, Inc. | 46 | 0.00 USD | |
| 31 Oct 2013 | GRANT_AWARD | Morningstar, Inc. | 33 | 0.00 USD | |
| 31 Jul 2013 | GRANT_AWARD | Morningstar, Inc. | 34 | 0.00 USD | |
| 15 May 2013 | GRANT_AWARD | Morningstar, Inc. | 5,429 | 0.00 USD | |
| 30 Apr 2013 | GRANT_AWARD | Morningstar, Inc. | 50 | 0.00 USD | |
| 28 Dec 2012 | GRANT_AWARD | Morningstar, Inc. | 53 | 0.00 USD | |
| 14 Dec 2012 | EXERCISE | Morningstar, Inc. | 2,000 | 57.28 USD | |
| 14 Dec 2012 | EXERCISE | Morningstar, Inc. | 2,000 | 0.00 USD | deriv |