| |
| |
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| Insider
Information: |
Needham Daniel |
| Relationship: |
Pres., Investment Mana... |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
24,533 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$7,320,157 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
24,533 |
|
|
| Total
Value |
$7,320,157 |
|
|
|
|
|
|
|
|
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... |
2019-05-15 |
24,533 |
|
0 |
Premium* |
|
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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 |
Pres., Investment Management |
• – – |
2019-05-15 |
4 |
D |
$133.03 |
$86,736 |
D/D |
(652) |
24,533 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2019-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,879 |
25,185 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2018-05-15 |
4 |
D |
$112.22 |
$91,459 |
D/D |
(815) |
23,306 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2018-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,782 |
24,121 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2017-11-15 |
4 |
D |
$88.81 |
$44,405 |
D/D |
(500) |
22,339 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2017-05-15 |
4 |
D |
$75.22 |
$43,176 |
D/D |
(574) |
22,839 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2017-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,658 |
23,413 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2016-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,443 |
20,755 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2016-04-29 |
4 |
A |
$0.00 |
$0 |
D/D |
1 |
18,312 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2016-01-29 |
4 |
A |
$0.00 |
$0 |
D/D |
1 |
18,311 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2015-10-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1 |
18,310 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2015-07-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1 |
18,309 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2015-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,948 |
18,308 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment Management |
• – – |
2015-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
2 |
16,360 |
0 |
- |
|
| MORN |
Morningstar Inc |
Pres., Investment ManagementOf |
• – – |
2015-02-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
9,192 |
|
- |
|
| MORN |
Morningstar Inc |
Pres., Investment ManagementOf |
• – – |
2015-02-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
7,166 |
|
- |
|
16 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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