| |
| |
|
| Insider
Information: |
Kaplan Steven N |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
432,457 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$20,919,202 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
432,457 |
|
|
| Total
Value |
$20,919,202 |
|
|
|
|
|
|
|
|
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 |
2024-05-15 |
43,816 |
2006-05-15 |
0 |
Premium* |
|
|
R1 RCM Inc |
ACHI |
Director |
2010-05-25 |
388,641 |
|
0 |
Premium* |
|
|
Zayo Group Holdings, Inc. |
ZAYO |
Director |
2020-03-09 |
0 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
118 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 5
|
| 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 |
– • – |
2010-12-14 |
4 |
AS |
$52.27 |
$104,530 |
D/D |
(2,000) |
70,629 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-01-14 |
4 |
A |
$0.00 |
$0 |
D/D |
8 |
70,637 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-04-29 |
4 |
A |
$0.00 |
$0 |
D/D |
8 |
70,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
960 |
71,605 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-07-29 |
4 |
A |
$0.00 |
$0 |
D/D |
4 |
71,609 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-09-20 |
4 |
AS |
$59.29 |
$148,220 |
D/D |
(2,500) |
69,109 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
4 |
69,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-11-09 |
4 |
AS |
$58.70 |
$146,762 |
D/D |
(2,500) |
66,613 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2011-12-06 |
4 |
AS |
$59.58 |
$148,940 |
D/D |
(2,500) |
64,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,984 |
66,115 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
6 |
66,121 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-09-05 |
4 |
AS |
$59.90 |
$179,698 |
D/D |
(3,000) |
63,121 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
12 |
63,133 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-11-07 |
4 |
AS |
$63.54 |
$190,625 |
D/D |
(3,000) |
60,133 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-12-05 |
4 |
AS |
$62.12 |
$188,625 |
D/D |
(3,000) |
57,133 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2012-12-28 |
4 |
A |
$0.00 |
$0 |
D/D |
11 |
57,144 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2013-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
10 |
57,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2013-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,571 |
58,725 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2013-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2 |
58,727 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2013-09-24 |
4 |
AS |
$78.24 |
$156,489 |
D/D |
(2,000) |
56,727 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2013-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2 |
56,729 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2013-11-19 |
4 |
AS |
$84.71 |
$169,420 |
D/D |
(2,000) |
54,729 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2013-12-10 |
4 |
AS |
$80.31 |
$160,626 |
D/D |
(2,000) |
52,729 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
3 |
52,732 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
3 |
52,735 |
0 |
- |
|
118 Records found
|
|
Page 3 of 5 |
| |
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 |
| |
|
|
|
|
|
