Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| COCA COLA CO | 34,569.35 | reported | 01 Apr 2025 | tx 8+30,645.59 |
| ROSETTA STONE INC | 9,766 | reported | 19 May 2017 | tx 6+63,367 |
| Morningstar, Inc. | 4,888.512 | reported | 15 May 2026 | tx 29+11,419.03−6,531.51 |
| SEMrush Holdings, Inc. | 0 | reported | 28 Apr 2026 | tx 3+44,389−44,389 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | Morningstar, Inc. | 1,144 | 0.00 USD | |
| 28 Apr 2026 | OTHER | SEMrush Holdings, Inc. | 44,389 | 12.00 USD | |
| 29 Dec 2025 | SALE | Morningstar, Inc. | 600 | 218.48 USD | |
| 09 Jun 2025 | GRANT_AWARD | SEMrush Holdings, Inc. | 17,962 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | Morningstar, Inc. | 620 | 0.00 USD | |
| 16 May 2025 | SALE | Morningstar, Inc. | 200 | 309.84 USD | |
| 01 May 2025 | GRANT_AWARD | SEMrush Holdings, Inc. | 26,427 | 0.00 USD | |
| 01 Apr 2025 | GRANT_AWARD | COCA COLA CO | 4,053.11 | 71.55 USD | deriv |
| 24 Jun 2024 | SALE | Morningstar, Inc. | 290 | 296.98 USD | |
| 15 May 2024 | GRANT_AWARD | Morningstar, Inc. | 639 | 0.00 USD | |
| 01 Apr 2024 | GRANT_AWARD | COCA COLA CO | 3,280.3 | 60.97 USD | deriv |
| 15 May 2023 | GRANT_AWARD | Morningstar, Inc. | 868 | 0.00 USD | |
| 15 May 2023 | OTHER | Morningstar, Inc. | 124 | 0.00 USD | |
| 15 May 2023 | SALE | Morningstar, Inc. | 651 | 191.32 USD | |
| 31 Mar 2023 | GRANT_AWARD | COCA COLA CO | 3,222.69 | 62.06 USD | deriv |
| 17 Nov 2022 | OTHER | Morningstar, Inc. | 2,048.51 | 0.00 USD | |
| 05 Aug 2022 | SALE | Morningstar, Inc. | 225 | 249.80 USD | |
| 19 May 2022 | SALE | Morningstar, Inc. | 369 | 227.53 USD | |
| 20 May 2022 | SALE | Morningstar, Inc. | 594 | 240.66 USD | |
| 15 May 2022 | GRANT_AWARD | Morningstar, Inc. | 679 | 0.00 USD | |
| 01 Apr 2022 | GRANT_AWARD | COCA COLA CO | 3,198.98 | 62.52 USD | deriv |
| 02 Aug 2021 | SALE | Morningstar, Inc. | 466 | 253.23 USD | |
| 15 May 2021 | GRANT_AWARD | Morningstar, Inc. | 612 | 0.00 USD | |
| 01 Apr 2021 | GRANT_AWARD | COCA COLA CO | 3,957.58 | 52.81 USD | deriv |
| 03 Feb 2020 | PURCHASE | Morningstar, Inc. | 5.02 | 159.56 USD |