| |
| |
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| Insider
Information: |
Phillips Donald James Ii |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
160,187 |
|
|
Indirect Shares
|
11,497 |
|
|
| Direct
Value |
$47,671,651 |
|
|
|
Indirect Value
|
$3,421,507 |
|
|
| Total
Shares |
171,684 |
|
|
| Total
Value |
$51,093,158 |
|
|
|
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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%
|
| |
|
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|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Morningstar Inc |
MORN |
Director |
2016-05-15 |
160,187 |
2016-05-15 |
11,497 |
Premium* |
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Records found :
579 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 24
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| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MORN |
Morningstar Inc |
Managing DirectorOfficer |
• • – |
2005-05-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
178,970 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
8,149 |
187,119 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-06-12 |
4 |
OE |
$2.77 |
$27,700 |
D/D |
10,000 |
197,119 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-06-12 |
4 |
AS |
$41.48 |
$174,337 |
D/D |
(4,170) |
187,119 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-06-12 |
4 |
AS |
$41.00 |
$240,755 |
D/D |
(5,830) |
191,289 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-06-14 |
4 |
OE |
$2.00 |
$24,276 |
D/D |
12,138 |
199,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-06-26 |
4 |
AS |
$37.07 |
$111,671 |
D/D |
(2,979) |
206,278 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-06-26 |
4 |
OE |
$2.77 |
$27,700 |
D/D |
10,000 |
209,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-06-26 |
4 |
AS |
$37.95 |
$145,996 |
D/D |
(3,834) |
199,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-06-26 |
4 |
AS |
$37.69 |
$120,416 |
D/D |
(3,187) |
203,091 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-07-10 |
4 |
AS |
$41.03 |
$141,619 |
D/D |
(3,443) |
199,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-07-10 |
4 |
AS |
$40.79 |
$268,657 |
D/D |
(6,557) |
202,700 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-07-10 |
4 |
OE |
$2.77 |
$27,700 |
D/D |
10,000 |
209,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-07-25 |
4 |
AS |
$37.67 |
$284,521 |
D/D |
(7,500) |
201,757 |
0 |
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-07-25 |
4 |
OE |
$2.77 |
$27,700 |
D/D |
10,000 |
209,257 |
0 |
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-07-25 |
4 |
AS |
$38.25 |
$96,550 |
D/D |
(2,500) |
199,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-08-10 |
4 |
AS |
$37.57 |
$75 |
D/D |
(2) |
199,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-08-10 |
4 |
AS |
$33.06 |
$164,799 |
D/D |
(4,900) |
199,357 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-08-10 |
4 |
AS |
$34.14 |
$3,414 |
D/D |
(100) |
199,257 |
0 |
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-08-10 |
4 |
OE |
$2.77 |
$13,850 |
D/D |
5,000 |
204,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-08-22 |
4 |
AS |
$37.01 |
$186,574 |
D/D |
(4,998) |
199,259 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-08-22 |
4 |
OE |
$2.77 |
$13,850 |
D/D |
5,000 |
204,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-08-25 |
4 |
AS |
$37.10 |
$3,710 |
D/D |
(100) |
199,257 |
|
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-08-25 |
4 |
AS |
$36.68 |
$151,152 |
D/D |
(4,100) |
201,779 |
0 |
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2006-08-25 |
4 |
OE |
$2.77 |
$18,343 |
D/D |
6,622 |
205,879 |
0 |
- |
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579 Records found
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Page 1 of 24 |
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Free Registration Required For Full Results. Limit: 25
|
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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 |
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