| |
| |
|
| Insider
Information: |
Kaplan Steven N |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
432,457 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$20,414,441 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
432,457 |
|
|
| Total
Value |
$20,414,441 |
|
|
|
|
|
|
|
|
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  |
 |
Morningstar Inc |
MORN |
Director |
2024-05-15 |
43,816 |
2006-05-15 |
0 |
Premium* |
|
|
R1 RCM Inc |
ACHI |
Director |
2010-05-25 |
388,641 |
|
0 |
Premium* |
|
|
Zayo Group Holdings, Inc. |
ZAYO |
Director |
2020-03-09 |
0 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
118 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 of 5
|
| 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 |
– • – |
2010-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,299 |
74,629 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2020-02-27 |
4 |
AS |
$150.69 |
$348,998 |
D/D |
(2,316) |
42,168 |
0 |
% |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2006-11-14 |
4 |
AS |
$45.33 |
$105,654 |
D/D |
(2,321) |
42,473 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2006-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,473 |
2,473 |
|
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-09-20 |
4 |
AS |
$59.29 |
$148,220 |
D/D |
(2,500) |
69,109 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-11-09 |
4 |
AS |
$58.70 |
$146,762 |
D/D |
(2,500) |
66,613 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-12-06 |
4 |
AS |
$59.58 |
$148,940 |
D/D |
(2,500) |
64,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2017-10-25 |
4 |
AS |
$82.97 |
$209,666 |
D/D |
(2,500) |
47,021 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2017-11-21 |
4 |
AS |
$90.75 |
$229,625 |
D/D |
(2,500) |
44,521 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2017-12-21 |
4 |
AS |
$96.91 |
$242,275 |
D/D |
(2,500) |
42,021 |
0 |
- |
|
| ZAYO |
Zayo Group Holdings, Inc. |
Director |
– • – |
2018-03-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,523 |
38,414 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-11-15 |
4 |
AS |
$69.31 |
$185,983 |
D/D |
(2,670) |
74,028 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2006-09-15 |
4 |
AS |
$3.17 |
$89,506 |
D/D |
(2,700) |
30,573 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2009-05-15 |
4/A |
A |
$0.00 |
$0 |
D/D |
2,855 |
73,055 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2009-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,856 |
73,056 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-09-05 |
4 |
AS |
$59.90 |
$179,698 |
D/D |
(3,000) |
63,121 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-11-07 |
4 |
AS |
$63.54 |
$190,625 |
D/D |
(3,000) |
60,133 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-12-05 |
4 |
AS |
$62.12 |
$188,625 |
D/D |
(3,000) |
57,133 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2006-07-17 |
4 |
AS |
$38.00 |
$119,760 |
D/D |
(3,141) |
9,473 |
|
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-11-15 |
4 |
AS |
$69.91 |
$236,940 |
D/D |
(3,376) |
70,652 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2006-07-17 |
4 |
AS |
$37.50 |
$143,865 |
D/D |
(3,803) |
12,670 |
|
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2006-09-15 |
4 |
AS |
$37.47 |
$155,532 |
D/D |
(4,100) |
33,273 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2006-08-14 |
4 |
AS |
$34.13 |
$162,989 |
D/D |
(4,747) |
25,726 |
|
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2006-06-14 |
4 |
AS |
$38.05 |
$188,333 |
D/D |
(4,880) |
4,593 |
|
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2007-09-17 |
4 |
AS |
$60.86 |
$370,174 |
D/D |
(6,050) |
58,649 |
0 |
- |
|
118 Records found
|
|
Page 4 of 5 |
| |
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 |
| |
|
|
|
|
|
