| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
73 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 OfficerOfficer |
• – – |
2007-08-10 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
1,484 |
|
- |
|
| DHIL |
Diamond Hill Investment G... |
Director |
– • – |
2020-11-17 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,000 |
|
% |
|
| 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 |
• – – |
2008-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
3,411 |
17,105 |
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 |
• – – |
2010-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,748 |
27,679 |
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 |
• – – |
2011-04-29 |
4 |
A |
$0.00 |
$0 |
D/D |
11 |
31,061 |
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 |
• – – |
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 |
A |
$0.00 |
$0 |
D/D |
22 |
38,257 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Financial Officer |
• – – |
2012-12-28 |
4 |
A |
$0.00 |
$0 |
D/D |
27 |
38,284 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Financial Officer |
• – – |
2013-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
26 |
30,306 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Financial Officer |
• – – |
2013-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
13 |
28,487 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Financial Officer |
• – – |
2013-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
13 |
28,500 |
0 |
- |
|
| DHIL |
Diamond Hill Investment G... |
Director |
– • – |
2021-01-04 |
4 |
A |
$0.00 |
$0 |
D/D |
779 |
3,779 |
0 |
- |
|
| DHIL |
Diamond Hill Investment G... |
Director |
– • – |
2022-04-26 |
4 |
A |
$0.00 |
$0 |
D/D |
658 |
5,937 |
0 |
- |
|
| DHIL |
Diamond Hill Investment G... |
Director |
– • – |
2023-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
727 |
7,164 |
0 |
- |
|
| DHIL |
Diamond Hill Investment G... |
Director |
– • – |
2024-05-09 |
4 |
A |
$0.00 |
$0 |
D/D |
723 |
7,887 |
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 |
• – – |
2012-10-31 |
4 |
OE |
$8.57 |
$17,140 |
D/D |
2,000 |
40,235 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Financial Officer |
• – – |
2012-11-01 |
4 |
OE |
$8.57 |
$17,140 |
D/D |
2,000 |
40,257 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Financial Officer |
• – – |
2012-11-02 |
4 |
OE |
$8.57 |
$17,140 |
D/D |
2,000 |
40,257 |
0 |
- |
|
73 Records found
|
|
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 |
| |
|
|
|
|
|
