| |
| |
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| Insider
Information: |
Chen Peng |
| Relationship: |
Pres., Investment Mana... |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
36,006 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$10,672,178 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
36,006 |
|
|
| Total
Value |
$10,672,178 |
|
|
|
|
|
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|
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 |
Pres., Investment Mana... |
2012-05-15 |
36,006 |
|
0 |
Premium* |
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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2012-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
9,020 |
36,006 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2012-05-15 |
4 |
D |
$55.43 |
$82,203 |
D/D |
(1,483) |
26,986 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2012-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
33 |
28,469 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2012-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
33 |
28,436 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2011-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
18 |
29,205 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2011-07-29 |
4 |
A |
$0.00 |
$0 |
D/D |
17 |
29,187 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2011-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
4,364 |
29,170 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2011-05-15 |
4 |
D |
$57.28 |
$85,519 |
D/D |
(1,493) |
24,806 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2011-04-29 |
4 |
A |
$0.00 |
$0 |
D/D |
19 |
26,299 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2011-01-14 |
4 |
A |
$0.00 |
$0 |
D/D |
21 |
26,280 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
10,179 |
26,259 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-11-15 |
4 |
D |
$49.12 |
$7,957 |
D/D |
(162) |
16,080 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-08-09 |
4 |
AS |
$45.13 |
$33,667 |
D/D |
(746) |
16,242 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-08-06 |
4 |
AS |
$45.38 |
$45,380 |
D/D |
(1,000) |
16,988 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-08-05 |
4 |
AS |
$45.34 |
$45,340 |
D/D |
(1,000) |
17,988 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-08-04 |
4 |
AS |
$45.91 |
$45,908 |
D/D |
(1,000) |
18,988 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-08-03 |
4 |
AS |
$46.35 |
$46,349 |
D/D |
(1,000) |
19,988 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-08-02 |
4 |
AS |
$45.35 |
$45,351 |
D/D |
(1,000) |
20,988 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,434 |
21,988 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2010-05-15 |
4 |
D |
$47.84 |
$63,484 |
D/D |
(1,327) |
16,554 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2009-11-15 |
4 |
D |
$49.38 |
$8,000 |
D/D |
(162) |
17,881 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2009-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,880 |
18,043 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Ibbotson Assoc. |
• – – |
2009-05-15 |
4 |
D |
$38.52 |
$34,475 |
D/D |
(895) |
12,163 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres. & CIO, Ibbotson Assoc. |
• – – |
2008-11-15 |
4 |
D |
$30.23 |
$4,897 |
D/D |
(162) |
13,058 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres. & CIO, Ibbotson Assoc. |
• – – |
2008-05-15 |
4 |
D |
$73.28 |
$24,256 |
D/D |
(331) |
10,467 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
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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