| |
| |
|
| Insider
Information: |
Idzorek Thomas |
| Relationship: |
Pres., Investment Mana... |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
27,533 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$8,215,297 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
27,533 |
|
|
| Total
Value |
$8,215,297 |
|
|
|
|
|
|
|
|
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... |
2015-01-30 |
27,533 |
|
0 |
Premium* |
|
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Records found :
22 |
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 |
• – – |
2015-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
23 |
27,533 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2014-11-15 |
4 |
D |
$69.58 |
$61,161 |
D/D |
(879) |
27,510 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2014-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
27 |
28,389 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2014-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
27 |
28,362 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2014-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
3,009 |
29,618 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2014-05-15 |
4 |
D |
$73.11 |
$93,800 |
D/D |
(1,283) |
28,335 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2014-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
31 |
26,609 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2014-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
29 |
26,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2013-11-15 |
4 |
D |
$83.59 |
$72,890 |
D/D |
(872) |
26,549 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2013-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
25 |
27,421 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2013-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
26 |
27,396 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2013-05-15 |
4/A |
D |
$69.99 |
$71,110 |
D/D |
(1,016) |
27,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2013-05-15 |
4 |
D |
$69.99 |
$70,620 |
D/D |
(1,009) |
27,377 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2013-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,000 |
28,386 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2013-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
36 |
23,386 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2012-12-28 |
4 |
A |
$0.00 |
$0 |
D/D |
38 |
23,350 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2012-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
10,504 |
23,325 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2012-11-15 |
4 |
D |
$61.88 |
$804 |
D/D |
(13) |
23,312 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2012-10-31 |
4 |
A |
$0.00 |
$0 |
D/D |
14 |
12,821 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2012-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
15 |
12,807 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment ManagementOf |
• – – |
2012-05-31 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
8,747 |
|
- |
|
| MORN |
Morningstar Inc |
Pres., Investment ManagementOf |
• – – |
2012-05-31 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
4,045 |
|
- |
|
22 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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