| |
| |
|
| Insider
Information: |
Tsay Caroline J |
| Relationship: |
Director |
| City: |
Arlington |
| State: |
VA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
3,576 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$1,059,926 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
3,576 |
|
|
| Total
Value |
$1,059,926 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
2
|
|
Stock
price went up :
|
0
|
1
|
| Stock
price went down : |
0
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
 17.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Morningstar Inc |
MORN |
Director |
2023-05-15 |
3,576 |
2017-05-15 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
16 |
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 |
Director |
– • – |
2023-05-15 |
4 |
S |
$191.32 |
$124,549 |
D/D |
(651) |
3,576 |
0 |
% |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2023-05-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(124) |
4,227 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
868 |
4,351 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2022-11-17 |
4 |
D |
$0.00 |
$0 |
D/D |
(2,049) |
3,483 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2022-08-05 |
4 |
S |
$249.80 |
$56,205 |
D/D |
(225) |
5,525 |
0 |
% |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2022-05-20 |
4 |
AS |
$240.66 |
$142,954 |
D/D |
(594) |
5,750 |
0 |
% |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2022-05-19 |
4 |
AS |
$227.53 |
$83,959 |
D/D |
(369) |
6,344 |
0 |
% |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2022-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
679 |
6,713 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2021-08-02 |
4 |
AS |
$253.23 |
$118,005 |
D/D |
(466) |
6,034 |
0 |
% |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2021-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
612 |
6,500 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2021-02-01 |
4/A |
B |
$234.68 |
$1,152 |
D/D |
5 |
6,039 |
2.31 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2020-05-18 |
4 |
AS |
$144.51 |
$139,308 |
D/D |
(964) |
5,854 |
0 |
% |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2020-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,032 |
6,818 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2019-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,127 |
5,786 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2018-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,336 |
4,659 |
0 |
- |
|
| MORN |
Morningstar Inc |
Director |
– • – |
2017-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
3,323 |
3,323 |
0 |
- |
|
16 Records found
|
1
|
Page 1 of 1 |
| |
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 |
| |
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|
