| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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
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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 |
• • – |
2007-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
7,591 |
256,471 |
0 |
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2008-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,117 |
310,102 |
0 |
- |
|
| MORN |
Morningstar Inc |
Managing Director |
• • – |
2009-09-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,000 |
373,340 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Fund Research |
• • – |
2011-01-14 |
4 |
A |
$0.00 |
$0 |
D/D |
4 |
286,815 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Fund Research |
• • – |
2011-04-29 |
4 |
A |
$0.00 |
$0 |
D/D |
3 |
289,357 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Fund Research |
• • – |
2011-07-29 |
4 |
A |
$0.00 |
$0 |
D/D |
1 |
289,331 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Fund Research |
• • – |
2012-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2 |
261,694 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Fund Research |
• • – |
2012-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
2 |
270,861 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Fund Research |
• • – |
2012-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
6,855 |
262,311 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Research |
• • – |
2012-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
11 |
210,050 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Research |
• • – |
2012-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
10 |
147,365 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Research |
• • – |
2012-12-28 |
4 |
A |
$0.00 |
$0 |
D/D |
13 |
130,073 |
0 |
- |
|
| MORN |
Morningstar Inc |
President, Research |
• • – |
2013-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
13 |
130,086 |
0 |
- |
|
| MORN |
Morningstar Inc |
Head of Global Research |
• • – |
2013-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,429 |
142,616 |
0 |
- |
|
| MORN |
Morningstar Inc |
Head of Global Research |
• • – |
2013-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
8 |
142,066 |
0 |
- |
|
| MORN |
Morningstar Inc |
Head of Global Research |
• • – |
2013-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
8 |
142,074 |
0 |
- |
|
| MORN |
Morningstar Inc |
Head of Global Research |
• • – |
2014-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
11 |
142,085 |
0 |
- |
|
| 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 |
GA |
$0.00 |
$0 |
I/I |
26,727 |
26,727 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-05-15 |
4 |
GD |
$0.00 |
$0 |
I/I |
26,727 |
11,497 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-07-31 |
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 |
- |
|
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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