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. | 43,605 | reported | 15 May 2016 | tx 815+296,406−501,091 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2016 | TAX_WITHHOLDING | Morningstar, Inc. | 1,004 | 81.85 USD | |
| 15 May 2016 | GRANT_AWARD | Morningstar, Inc. | 1,832 | 0.00 USD | |
| 29 Apr 2016 | GRANT_AWARD | Morningstar, Inc. | 3 | 0.00 USD | |
| 21 Mar 2016 | SALE | Morningstar, Inc. | 3,000 | 85.00 USD | |
| 29 Jan 2016 | GRANT_AWARD | Morningstar, Inc. | 3 | 0.00 USD | |
| 30 Oct 2015 | GRANT_AWARD | Morningstar, Inc. | 3 | 0.00 USD | |
| 31 Jul 2015 | GRANT_AWARD | Morningstar, Inc. | 2 | 0.00 USD | |
| 15 May 2015 | GRANT_AWARD | Morningstar, Inc. | 1,948 | 0.00 USD | |
| 15 May 2015 | TAX_WITHHOLDING | Morningstar, Inc. | 1,081 | 77.00 USD | |
| 30 Jan 2015 | GRANT_AWARD | Morningstar, Inc. | 9 | 0.00 USD | |
| 31 Oct 2014 | GRANT_AWARD | Morningstar, Inc. | 8 | 0.00 USD | |
| 31 Jul 2014 | GRANT_AWARD | Morningstar, Inc. | 8 | 0.00 USD | |
| 15 May 2014 | GRANT_AWARD | Morningstar, Inc. | 1,805 | 0.00 USD | |
| 15 May 2014 | TAX_WITHHOLDING | Morningstar, Inc. | 1,316 | 73.11 USD | |
| 01 May 2014 | SALE | Morningstar, Inc. | 500 | 73.22 USD | |
| 01 May 2014 | EXERCISE | Morningstar, Inc. | 500 | 26.76 USD | |
| 01 May 2014 | EXERCISE | Morningstar, Inc. | 500 | 0.00 USD | deriv |
| 30 Apr 2014 | GRANT_AWARD | Morningstar, Inc. | 14 | 0.00 USD | |
| 01 Apr 2014 | SALE | Morningstar, Inc. | 200 | 79.48 USD | |
| 01 Apr 2014 | EXERCISE | Morningstar, Inc. | 1,000 | 26.68 USD | |
| 01 Apr 2014 | SALE | Morningstar, Inc. | 800 | 78.77 USD | |
| 01 Apr 2014 | EXERCISE | Morningstar, Inc. | 1,000 | 0.00 USD | deriv |
| 12 Mar 2014 | EXERCISE | Morningstar, Inc. | 5,000 | 26.62 USD | |
| 12 Mar 2014 | EXERCISE | Morningstar, Inc. | 5,000 | 0.00 USD | deriv |
| 03 Mar 2014 | EXERCISE | Morningstar, Inc. | 3,000 | 26.59 USD |