| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
42,920,000 |
| Market
Cap: |
12.62(B) |
| Last
Volume: |
61,706 |
Avg
Vol: |
127,732 |
| 52
Week Range: |
$187 - $315.06 |
|
| Level
I Sector: |
Industrials |
| Level
II Sector: |
Diversified Services |
| Level
III Sector: |
Research Services |
|
Member Indexes:
|
| |
NASDAQ COMPOSITE |
|
NASDAQ INDUSTRIAL |
| |
NASDAQ NNM COMPOSITE |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 550 |
| Guru Rank Value : 3 |
| Guru Occurances : 1 |
|
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|
Company Profile Morningstar is a provider of independent investment research in North America, Europe, Australia, and Asia. Co. provides a variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Co.'s primary products and services include: PitchBook, which provides data and research covering the private capital markets; DBRS Morningstar, which is a credit rating agency; and Morningstar Data, which provides institutions with access to a range of investment data spanning various databases.
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D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
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|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
188,613 |
272,424 |
737,284 |
1,411,752 |
| Total Sell Value |
$56,286,960 |
$79,516,384 |
$184,844,095 |
$341,441,237 |
| Total People Sold |
2 |
2 |
5 |
8 |
| Total Sell Transactions |
29 |
45 |
110 |
228 |
| End Date |
2024-02-22 |
2023-11-21 |
2023-05-23 |
2022-05-23 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Dunn Daniel Joseph |
Chief Revenue Officer |
• – – |
2023-05-17 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,036 |
15,269 |
|
- |
|
| Mcgarry Kimberly J |
Global Controller & CAO |
• – – |
2023-05-17 |
4 |
D |
$189.94 |
$24,502 |
D/D |
(129) |
2,340 |
|
- |
|
| Kapoor Kunal |
CEO |
• • – |
2023-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,948 |
124,909 |
|
- |
|
| Kapoor Kunal |
CEO |
• • – |
2023-05-17 |
4 |
D |
$189.94 |
$1,845,077 |
D/D |
(9,714) |
121,961 |
|
- |
|
| Kapoor Kunal |
CEO |
• • – |
2023-05-17 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,058 |
131,675 |
|
- |
|
| Dubinsky Jason |
Chief Financial Officer |
• – – |
2023-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
674 |
20,013 |
|
- |
|
| Dubinsky Jason |
Chief Financial Officer |
• – – |
2023-05-17 |
4 |
D |
$189.94 |
$329,546 |
D/D |
(1,735) |
20,687 |
|
- |
|
| Dubinsky Jason |
Chief Financial Officer |
• – – |
2023-05-17 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,842 |
22,422 |
|
- |
|
| Dunn Daniel Joseph |
Chief Revenue Officer |
• – – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,579 |
14,233 |
|
- |
|
| Diamonte Robin |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
868 |
9,335 |
|
- |
|
| Landis Gail S |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
868 |
6,122 |
|
- |
|
| Mcgarry Kimberly J |
Global Controller & CAO |
• – – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
394 |
2,469 |
|
- |
|
| Kaplan Steven N |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
868 |
45,677 |
|
- |
|
| Francis Cheryl A |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
868 |
34,531 |
|
- |
|
| Lyons William M |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
868 |
16,701 |
|
- |
|
| Joynt Stephen |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
868 |
3,879 |
|
- |
|
| Sutton Doniel |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
868 |
2,567 |
|
- |
|
| Kapoor Kunal |
CEO |
• • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
6,844 |
123,617 |
|
- |
|
| Tsay Caroline J |
Director |
– • – |
2023-05-15 |
4 |
S |
$191.32 |
$124,549 |
D/D |
(651) |
3,576 |
|
-27% |
|
| Tsay Caroline J |
Director |
– • – |
2023-05-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(124) |
4,227 |
|
- |
|
| Tsay Caroline J |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
868 |
4,351 |
|
- |
|
| Dubinsky Jason |
Chief Financial Officer |
• – – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,105 |
20,580 |
|
- |
|
| Mansueto Joseph D |
Executive Chairman |
• • • |
2023-03-21 |
4 |
AS |
$183.60 |
$1,151,795 |
D/D |
(6,151) |
11,468,225 |
|
23% |
|
| Mansueto Joseph D |
Executive Chairman |
• • • |
2023-03-20 |
4 |
AS |
$183.15 |
$1,459,515 |
D/D |
(7,948) |
11,474,376 |
|
28% |
|
| Mansueto Joseph D |
Executive Chairman |
• • • |
2023-03-17 |
4 |
AS |
$185.35 |
$93,234 |
D/D |
(503) |
11,482,324 |
|
25% |
|
5220 Records found
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Page 7 of 209 |
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5.03 (1.68%) 
