| |
| |
|
| 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 4 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 |
– • – |
2014-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,778 |
54,513 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1 |
54,514 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-09-24 |
4 |
AS |
$68.04 |
$68,043 |
D/D |
(1,000) |
53,514 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1 |
53,515 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-11-19 |
4 |
AS |
$67.32 |
$100,975 |
D/D |
(1,500) |
52,015 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2014-12-10 |
4 |
AS |
$63.69 |
$96,781 |
D/D |
(1,500) |
50,515 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1 |
50,516 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1 |
50,517 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2015-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,688 |
52,205 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2016-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,588 |
53,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2016-10-27 |
4 |
AS |
$70.64 |
$141,277 |
D/D |
(2,000) |
51,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2016-11-28 |
4 |
AS |
$73.34 |
$146,672 |
D/D |
(2,000) |
49,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2016-12-27 |
4 |
AS |
$74.09 |
$148,172 |
D/D |
(2,000) |
47,793 |
0 |
- |
|
| ZAYO |
Zayo Group Holdings, Inc. |
Director |
– • – |
2017-04-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
25,000 |
|
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2017-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,728 |
49,521 |
0 |
- |
|
| ZAYO |
Zayo Group Holdings, Inc. |
Director |
– • – |
2017-06-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,245 |
26,245 |
0 |
- |
|
| ZAYO |
Zayo Group Holdings, Inc. |
Director |
– • – |
2017-09-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,768 |
28,013 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2017-10-25 |
4 |
AS |
$82.97 |
$209,666 |
D/D |
(2,500) |
47,021 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2017-11-21 |
4 |
AS |
$90.75 |
$229,625 |
D/D |
(2,500) |
44,521 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2017-12-21 |
4 |
AS |
$96.91 |
$242,275 |
D/D |
(2,500) |
42,021 |
0 |
- |
|
| ZAYO |
Zayo Group Holdings, Inc. |
Director |
– • – |
2017-12-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,607 |
29,620 |
0 |
- |
|
| ZAYO |
Zayo Group Holdings, Inc. |
Director |
– • – |
2018-03-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,523 |
38,414 |
0 |
- |
|
| ZAYO |
Zayo Group Holdings, Inc. |
Director |
– • – |
2018-03-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,528 |
31,148 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2018-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,336 |
43,357 |
0 |
- |
|
| ZAYO |
Zayo Group Holdings, Inc. |
Director |
– • – |
2018-06-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,614 |
32,762 |
0 |
- |
|
118 Records found
|
|
Page 4 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 |
| |
|
|
|
|
|
