| |
| |
|
| Insider
Information: |
Francis Cheryl A |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
145,580 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$21,371,979 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
145,580 |
|
|
| Total
Value |
$21,371,979 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
HNI Corp |
HNI |
Director |
2024-05-14 |
83,225 |
2003-06-30 |
0 |
Premium* |
|
|
Hewitt Associates Inc |
HEW |
Director |
2010-10-01 |
0 |
2003-08-18 |
0 |
Premium* |
|
|
Morningstar Inc |
MORN |
Director |
2024-05-15 |
35,170 |
2006-05-15 |
0 |
Premium* |
|
|
Aon Plc |
AON |
Director |
2022-06-17 |
27,185 |
2010-10-01 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
465 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 12 of 19
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MORN |
Morningstar Inc |
Director |
– • – |
2011-03-03 |
4 |
AS |
$58.98 |
$88,710 |
D/D |
(1,487) |
11,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-10-31 |
4 |
AS |
$60.00 |
$30,000 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-11-08 |
4 |
AS |
$60.00 |
$30,000 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-11-30 |
4 |
AS |
$60.00 |
$30,000 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-12-01 |
4 |
AS |
$60.00 |
$30,000 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-12-05 |
4 |
AS |
$60.01 |
$30,005 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-12-23 |
4 |
AS |
$60.00 |
$30,000 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-12-27 |
4 |
AS |
$60.00 |
$30,000 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-12-28 |
4 |
AS |
$60.00 |
$17,760 |
D/D |
(296) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-12-29 |
4 |
AS |
$60.00 |
$30,000 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-12-30 |
4 |
AS |
$60.01 |
$30,005 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-01-27 |
4 |
AS |
$60.00 |
$6,840 |
D/D |
(114) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-02-01 |
4 |
AS |
$60.00 |
$30,000 |
D/D |
(500) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-02-02 |
4 |
AS |
$60.12 |
$6,192 |
D/D |
(103) |
12,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-10-31 |
4 |
AS |
$62.48 |
$31,240 |
D/D |
(500) |
14,325 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-11-01 |
4 |
AS |
$62.89 |
$31,444 |
D/D |
(500) |
14,330 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-11-02 |
4 |
AS |
$64.26 |
$32,131 |
D/D |
(500) |
14,330 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-11-05 |
4 |
AS |
$63.25 |
$31,627 |
D/D |
(500) |
14,330 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-11-06 |
4 |
AS |
$64.00 |
$25,599 |
D/D |
(400) |
14,330 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2013-07-29 |
4 |
AS |
$75.46 |
$217,419 |
D/D |
(2,880) |
15,913 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-11-10 |
4 |
AS |
$70.00 |
$35,000 |
D/D |
(500) |
17,703 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-11-11 |
4 |
AS |
$70.39 |
$35,195 |
D/D |
(500) |
17,703 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-11-12 |
4 |
AS |
$70.00 |
$35,000 |
D/D |
(500) |
17,703 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-11-13 |
4 |
AS |
$70.52 |
$35,260 |
D/D |
(500) |
17,703 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2020-05-01 |
4 |
AS |
$151.83 |
$132,699 |
D/D |
(874) |
32,458 |
0 |
% |
|
465 Records found
|
|
Page 12 of 19 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
