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Insider Information:   Cooley Richard Scott
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   36,387    

Indirect Shares

   0      
Direct Value   $9,684,998    

Indirect Value

   $0      
Total Shares   36,387      
Total Value   $9,684,998      


Morningstar Inc $8,481,600 Diamond Hill Investment Group Inc $1,203,398 Morningstar Inc $8,481,600 Diamond Hill Investment Group Inc $1,203,398
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    2   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   25.9%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Morningstar Inc MORN Chief Financial Officer 2013-10-31 28,500 2007-08-15 0    Premium*  
            Diamond Hill Investment Group Inc DHIL Director 2024-05-09 7,887 0    Premium*  
* Premium Members only  

Records found :    73         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
MORN Morningstar Inc Chief Financial Officer   •       –      –    2007-08-15 4 A $0.00 $0 D/D 3,620 5,259 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2008-04-16 4 OE $2.77 $54,566 D/D 5,500 10,759 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2008-04-18 4 OE $14.13 $43,238 D/D 3,060 13,819 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2008-05-15 4 A $0.00 $0 D/D 3,411 17,105 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2008-05-15 4 D $73.28 $9,160 D/D (125) 13,694 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2008-08-15 4 D $64.82 $17,242 D/D (266) 16,843 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2009-05-15 4 D $38.52 $14,445 D/D (375) 16,468 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2009-05-15 4 A $0.00 $0 D/D 6,490 22,958 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2009-08-15 4 D $44.41 $11,813 D/D (266) 22,692 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2010-03-23 4 OE $14.13 $1,272 D/D 90 22,782 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2010-05-15 4 A $0.00 $0 D/D 5,748 27,679 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2010-05-15 4 D $47.84 $40,712 D/D (851) 21,931 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2010-08-15 4 D $42.77 $11,377 D/D (266) 27,413 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2010-08-26 4 OE $14.13 $51,221 D/D 3,625 31,038 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2011-01-14 4 A $0.00 $0 D/D 12 31,050 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2011-02-22 4 AS $58.46 $314,255 D/D (5,375) 31,050 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2011-02-22 4 OE $10.95 $71,179 D/D 5,375 36,425 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2011-04-29 4 A $0.00 $0 D/D 11 31,061 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2011-05-15 4 D $57.28 $74,120 D/D (1,294) 29,767 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2011-05-15 4 A $0.00 $0 D/D 3,317 33,084 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2011-07-29 4 A $0.00 $0 D/D 10 33,094 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2011-08-15 4 D $55.92 $15,937 D/D (285) 32,809 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2012-01-31 4 A $0.00 $0 D/D 19 32,837 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2012-07-31 4 A $0.00 $0 D/D 23 38,235 0 -
MORN Morningstar Inc Chief Financial Officer   •       –      –    2012-10-31 4 OE $8.57 $17,140 D/D 2,000 40,235 0 -
  73  Records found
  1  2   3      
  Page 1 of 3  
 
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
 
 
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