| |
| |
|
| 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 |
$46,764,993 |
|
|
|
Indirect Value
|
$3,356,434 |
|
|
| Total
Shares |
171,684 |
|
|
| Total
Value |
$50,121,427 |
|
|
|
|
|
|
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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%
|
| |
|
|
|
|
|
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
|
| 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 |
– • – |
2014-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
3,077 |
157,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-05-15 |
4 |
GD |
$0.00 |
$0 |
I/I |
26,727 |
11,497 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-05-15 |
4 |
GA |
$0.00 |
$0 |
I/I |
26,727 |
26,727 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-05-15 |
4 |
D |
$73.11 |
$73,110 |
D/D |
(1,000) |
156,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
8 |
156,718 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
8 |
156,726 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
10 |
157,098 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-02-17 |
4 |
AS |
$77.16 |
$154,512 |
I/I |
(2,000) |
24,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-02-23 |
4 |
AS |
$76.91 |
$153,823 |
I/I |
(2,000) |
22,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-03-02 |
4 |
AS |
$74.89 |
$149,771 |
I/I |
(2,000) |
20,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-03-09 |
4 |
AS |
$73.57 |
$147,259 |
I/I |
(2,000) |
18,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-03-16 |
4 |
AS |
$74.65 |
$149,291 |
I/I |
(2,000) |
16,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-03-23 |
4 |
AS |
$75.04 |
$150,085 |
I/I |
(2,000) |
14,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-03-30 |
4 |
AS |
$75.62 |
$151,247 |
I/I |
(2,000) |
12,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-04-06 |
4 |
AS |
$74.36 |
$148,729 |
I/I |
(2,000) |
10,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-04-13 |
4 |
AS |
$73.79 |
$147,580 |
I/I |
(2,000) |
8,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-04-20 |
4 |
AS |
$73.23 |
$146,464 |
I/I |
(2,000) |
6,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-04-27 |
4 |
AS |
$75.68 |
$151,510 |
I/I |
(2,000) |
4,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
8 |
157,106 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-05-04 |
4 |
AS |
$76.35 |
$152,698 |
I/I |
(2,000) |
2,862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-05-11 |
4 |
AS |
$75.19 |
$150,373 |
I/I |
(2,000) |
862 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-05-15 |
4 |
D |
$77.00 |
$92,939 |
D/D |
(1,207) |
158,821 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,922 |
160,028 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-05-18 |
4 |
AS |
$77.06 |
$66,422 |
I/I |
(862) |
0 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
3 |
158,824 |
0 |
- |
|
579 Records found
|
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Page 1 of 24 |
| |
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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