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. | 24,658 | reported | 31 Jul 2015 | tx 184+88,463−88,016 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jul 2015 | GRANT_AWARD | Morningstar, Inc. | 3 | 0.00 USD | |
| 15 May 2015 | TAX_WITHHOLDING | Morningstar, Inc. | 1,447 | 77.00 USD | |
| 15 May 2015 | GRANT_AWARD | Morningstar, Inc. | 3,896 | 0.00 USD | |
| 30 Apr 2015 | GRANT_AWARD | Morningstar, Inc. | 10 | 0.00 USD | |
| 30 Jan 2015 | GRANT_AWARD | Morningstar, Inc. | 11 | 0.00 USD | |
| 02 Dec 2014 | SALE | Morningstar, Inc. | 800 | 66.21 USD | |
| 18 Nov 2014 | SALE | Morningstar, Inc. | 800 | 68.89 USD | |
| 12 Nov 2014 | SALE | Morningstar, Inc. | 800 | 69.67 USD | |
| 04 Nov 2014 | SALE | Morningstar, Inc. | 800 | 68.64 USD | |
| 31 Oct 2014 | GRANT_AWARD | Morningstar, Inc. | 10 | 0.00 USD | |
| 28 Oct 2014 | SALE | Morningstar, Inc. | 300 | 65.61 USD | |
| 28 Oct 2014 | SALE | Morningstar, Inc. | 500 | 66.49 USD | |
| 31 Jul 2014 | GRANT_AWARD | Morningstar, Inc. | 10 | 0.00 USD | |
| 15 May 2014 | GRANT_AWARD | Morningstar, Inc. | 3,610 | 0.00 USD | |
| 15 May 2014 | TAX_WITHHOLDING | Morningstar, Inc. | 1,681 | 73.11 USD | |
| 13 May 2014 | SALE | Morningstar, Inc. | 400 | 74.65 USD | |
| 13 May 2014 | EXERCISE | Morningstar, Inc. | 1,750 | 45.97 USD | |
| 13 May 2014 | SALE | Morningstar, Inc. | 1,350 | 74.10 USD | |
| 13 May 2014 | EXERCISE | Morningstar, Inc. | 1,750 | 0.00 USD | deriv |
| 06 May 2014 | SALE | Morningstar, Inc. | 1,747 | 73.34 USD | |
| 06 May 2014 | SALE | Morningstar, Inc. | 3 | 74.00 USD | |
| 06 May 2014 | EXERCISE | Morningstar, Inc. | 1,750 | 45.94 USD | |
| 06 May 2014 | EXERCISE | Morningstar, Inc. | 1,750 | 0.00 USD | deriv |
| 30 Apr 2014 | GRANT_AWARD | Morningstar, Inc. | 18 | 0.00 USD | |
| 29 Apr 2014 | EXERCISE | Morningstar, Inc. | 1,500 | 45.90 USD |