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. | 157,375 | reported | 15 May 2008 | tx 355+220,160−275,555 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2008 | GRANT_AWARD | Morningstar, Inc. | 1,854 | 0.00 USD | |
| 15 May 2008 | TAX_WITHHOLDING | Morningstar, Inc. | 224 | 73.28 USD | |
| 14 May 2008 | EXERCISE | Morningstar, Inc. | 60,000 | 2.77 USD | |
| 14 May 2008 | EXERCISE | Morningstar, Inc. | 60,000 | 0.00 USD | deriv |
| 28 Feb 2008 | EXERCISE | Morningstar, Inc. | 30,000 | 2.77 USD | |
| 28 Feb 2008 | EXERCISE | Morningstar, Inc. | 30,000 | 0.00 USD | deriv |
| 02 Jan 2008 | SALE | Morningstar, Inc. | 2,000 | 76.81 USD | |
| 02 Jan 2008 | EXERCISE | Morningstar, Inc. | 2,000 | 14.13 USD | |
| 02 Jan 2008 | EXERCISE | Morningstar, Inc. | 2,000 | 0.00 USD | deriv |
| 09 Jan 2008 | EXERCISE | Morningstar, Inc. | 500 | 14.13 USD | |
| 09 Jan 2008 | SALE | Morningstar, Inc. | 500 | 69.75 USD | |
| 09 Jan 2008 | EXERCISE | Morningstar, Inc. | 500 | 0.00 USD | deriv |
| 02 Jan 2008 | SALE | Morningstar, Inc. | 2,000 | 76.81 USD | |
| 02 Jan 2008 | EXERCISE | Morningstar, Inc. | 2,000 | 14.13 USD | |
| 02 Jan 2008 | EXERCISE | Morningstar, Inc. | 2,000 | 0.00 USD | deriv |
| 26 Dec 2007 | SALE | Morningstar, Inc. | 100 | 79.70 USD | |
| 26 Dec 2007 | EXERCISE | Morningstar, Inc. | 2,000 | 14.13 USD | |
| 26 Dec 2007 | SALE | Morningstar, Inc. | 200 | 79.64 USD | |
| 26 Dec 2007 | SALE | Morningstar, Inc. | 19 | 80.75 USD | |
| 26 Dec 2007 | SALE | Morningstar, Inc. | 200 | 79.81 USD | |
| 26 Dec 2007 | SALE | Morningstar, Inc. | 500 | 79.82 USD | |
| 26 Dec 2007 | SALE | Morningstar, Inc. | 200 | 79.90 USD | |
| 26 Dec 2007 | SALE | Morningstar, Inc. | 181 | 80.00 USD | |
| 26 Dec 2007 | SALE | Morningstar, Inc. | 200 | 80.10 USD | |
| 26 Dec 2007 | SALE | Morningstar, Inc. | 200 | 80.20 USD |