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. | 46,656 | reported | 15 May 2016 | tx 1263+110,153−645,106 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2016 | GRANT_AWARD | Morningstar, Inc. | 1,588 | 0.00 USD | |
| 28 Apr 2016 | SALE | Morningstar, Inc. | 2,503 | 83.99 USD | anomaly |
| 28 Apr 2016 | SALE | Morningstar, Inc. | 39 | 84.31 USD | |
| 27 Apr 2016 | SALE | Morningstar, Inc. | 4,446 | 84.04 USD | anomaly |
| 27 Apr 2016 | SALE | Morningstar, Inc. | 554 | 84.40 USD | |
| 26 Apr 2016 | SALE | Morningstar, Inc. | 100 | 84.39 USD | |
| 26 Apr 2016 | SALE | Morningstar, Inc. | 2,358 | 83.88 USD | anomaly |
| 15 May 2015 | GRANT_AWARD | Morningstar, Inc. | 1,688 | 0.00 USD | |
| 30 Apr 2015 | GRANT_AWARD | Morningstar, Inc. | 1 | 0.00 USD | |
| 30 Jan 2015 | GRANT_AWARD | Morningstar, Inc. | 1 | 0.00 USD | |
| 31 Oct 2014 | GRANT_AWARD | Morningstar, Inc. | 1 | 0.00 USD | |
| 31 Jul 2014 | GRANT_AWARD | Morningstar, Inc. | 1 | 0.00 USD | |
| 15 May 2014 | GRANT_AWARD | Morningstar, Inc. | 1,778 | 0.00 USD | |
| 30 Apr 2014 | GRANT_AWARD | Morningstar, Inc. | 3 | 0.00 USD | |
| 31 Jan 2014 | GRANT_AWARD | Morningstar, Inc. | 3 | 0.00 USD | |
| 19 Nov 2013 | GIFT | Morningstar, Inc. | 2,500 | 0.00 USD | |
| 31 Oct 2013 | GRANT_AWARD | Morningstar, Inc. | 2 | 0.00 USD | |
| 31 Jul 2013 | GRANT_AWARD | Morningstar, Inc. | 2 | 0.00 USD | |
| 15 May 2013 | GRANT_AWARD | Morningstar, Inc. | 1,571 | 0.00 USD | |
| 30 Apr 2013 | GRANT_AWARD | Morningstar, Inc. | 6 | 0.00 USD | |
| 28 Dec 2012 | GRANT_AWARD | Morningstar, Inc. | 6 | 0.00 USD | |
| 19 Dec 2012 | EXERCISE | Morningstar, Inc. | 12,000 | 25.31 USD | |
| 19 Dec 2012 | EXERCISE | Morningstar, Inc. | 12,000 | 0.00 USD | deriv |
| 03 Dec 2012 | SALE | Morningstar, Inc. | 3,000 | 63.53 USD | anomaly |
| 27 Nov 2012 | GIFT | Morningstar, Inc. | 7,046 | 0.00 USD |