| |
| |
|
| 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 16 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 |
– • – |
2007-05-04 |
4 |
AS |
$51.07 |
$25,534 |
D/D |
(500) |
2,473 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-05-07 |
4 |
AS |
$51.12 |
$25,561 |
D/D |
(500) |
2,973 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2010-12-06 |
4 |
AS |
$51.25 |
$25,625 |
D/D |
(500) |
11,354 |
0 |
- |
|
| HNI |
HNI Corp |
Director |
– • – |
2005-05-03 |
4 |
A |
$51.51 |
$62,058 |
D/D |
1,194 |
12,344 |
|
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2010-12-07 |
4 |
AS |
$51.55 |
$20,362 |
D/D |
(395) |
11,354 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-05-01 |
4 |
AS |
$51.70 |
$25,976 |
D/D |
(500) |
2,473 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-05-02 |
4 |
AS |
$51.81 |
$25,905 |
D/D |
(500) |
2,973 |
0 |
- |
|
| HNI |
HNI Corp |
Director |
– • – |
2006-05-02 |
4 |
A |
$52.64 |
$64,067 |
D/D |
1,213 |
14,172 |
|
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-04-30 |
4 |
AS |
$52.69 |
$26,407 |
D/D |
(500) |
2,973 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-04-26 |
4 |
AS |
$53.01 |
$26,541 |
D/D |
(500) |
2,473 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-04-24 |
4 |
AS |
$53.05 |
$26,604 |
D/D |
(500) |
2,473 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-04-25 |
4 |
AS |
$53.07 |
$26,600 |
D/D |
(500) |
2,473 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-04-27 |
4 |
AS |
$53.12 |
$26,625 |
D/D |
(500) |
2,473 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-04-23 |
4 |
AS |
$53.29 |
$26,774 |
D/D |
(500) |
2,473 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-08-02 |
4 |
AS |
$56.98 |
$51,441 |
D/D |
(887) |
4,699 |
0 |
- |
|
| HNI |
HNI Corp |
Director |
– • – |
2006-02-15 |
4 |
A |
$57.15 |
$11,201 |
D/D |
196 |
12,959 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2020-05-01 |
4/A |
OE |
$57.28 |
$132,660 |
D/D |
2,316 |
32,208 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-03-02 |
4 |
AS |
$57.55 |
$28,775 |
D/D |
(500) |
11,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-02-25 |
4 |
AS |
$57.90 |
$28,950 |
D/D |
(500) |
11,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-02-22 |
4 |
AS |
$57.96 |
$28,980 |
D/D |
(500) |
11,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-02-24 |
4 |
AS |
$58.20 |
$29,100 |
D/D |
(500) |
11,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-02-23 |
4 |
AS |
$58.22 |
$29,110 |
D/D |
(500) |
11,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-02-28 |
4 |
AS |
$58.80 |
$29,400 |
D/D |
(500) |
11,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-03-01 |
4 |
AS |
$58.95 |
$29,475 |
D/D |
(500) |
11,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-03-03 |
4 |
AS |
$58.98 |
$88,710 |
D/D |
(1,487) |
11,358 |
0 |
- |
|
465 Records found
|
|
Page 16 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 |
| |
|
|
|
|
|
