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. | 160,187 | reported | 15 May 2016 | tx 4678+1,867,553−3,666,913.74 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2016 | TAX_WITHHOLDING | Morningstar, Inc. | 1,397 | 81.85 USD | |
| 15 May 2016 | GRANT_AWARD | Morningstar, Inc. | 2,748 | 0.00 USD | |
| 29 Apr 2016 | GRANT_AWARD | Morningstar, Inc. | 4 | 0.00 USD | |
| 29 Jan 2016 | GRANT_AWARD | Morningstar, Inc. | 4 | 0.00 USD | |
| 30 Oct 2015 | GRANT_AWARD | Morningstar, Inc. | 4 | 0.00 USD | |
| 31 Jul 2015 | GRANT_AWARD | Morningstar, Inc. | 3 | 0.00 USD | |
| 18 May 2015 | SALE | Morningstar, Inc. | 862 | 77.06 USD | |
| 15 May 2015 | GRANT_AWARD | Morningstar, Inc. | 2,922 | 0.00 USD | |
| 15 May 2015 | TAX_WITHHOLDING | Morningstar, Inc. | 1,207 | 77.00 USD | |
| 11 May 2015 | SALE | Morningstar, Inc. | 2,000 | 75.19 USD | |
| 04 May 2015 | SALE | Morningstar, Inc. | 2,000 | 76.35 USD | |
| 30 Apr 2015 | GRANT_AWARD | Morningstar, Inc. | 8 | 0.00 USD | |
| 27 Apr 2015 | SALE | Morningstar, Inc. | 1,499 | 75.68 USD | |
| 27 Apr 2015 | SALE | Morningstar, Inc. | 501 | 75.99 USD | |
| 20 Apr 2015 | SALE | Morningstar, Inc. | 2,000 | 73.23 USD | |
| 13 Apr 2015 | SALE | Morningstar, Inc. | 2,000 | 73.79 USD | |
| 06 Apr 2015 | SALE | Morningstar, Inc. | 2,000 | 74.36 USD | |
| 30 Mar 2015 | SALE | Morningstar, Inc. | 2,000 | 75.62 USD | |
| 23 Mar 2015 | SALE | Morningstar, Inc. | 2,000 | 75.04 USD | |
| 16 Mar 2015 | SALE | Morningstar, Inc. | 2,000 | 74.65 USD | |
| 09 Mar 2015 | SALE | Morningstar, Inc. | 1,801 | 73.57 USD | |
| 09 Mar 2015 | SALE | Morningstar, Inc. | 199 | 74.18 USD | |
| 02 Mar 2015 | SALE | Morningstar, Inc. | 2,000 | 74.89 USD | |
| 23 Feb 2015 | SALE | Morningstar, Inc. | 2,000 | 76.91 USD | |
| 17 Feb 2015 | SALE | Morningstar, Inc. | 300 | 77.81 USD |