| |
| |
|
| Insider
Information: |
Rothschild Tricia |
| Relationship: |
Chief Product Officer |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
9,666 |
|
|
Indirect Shares
|
1,428 |
|
|
| Direct
Value |
$2,865,002 |
|
|
|
Indirect Value
|
$423,259 |
|
|
| Total
Shares |
11,094 |
|
|
| Total
Value |
$3,288,262 |
|
|
|
|
|
|
|
|
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 |
Chief Product Officer |
2019-11-15 |
9,666 |
2018-07-31 |
1,428 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
13 |
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 |
Chief Product Officer |
• – – |
2019-11-15 |
4 |
D |
$155.98 |
$19,342 |
D/D |
(124) |
9,666 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2019-05-15 |
4 |
D |
$133.03 |
$47,093 |
D/D |
(354) |
9,790 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2019-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,503 |
10,144 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2018-11-15 |
4 |
D |
$120.58 |
$14,952 |
D/D |
(124) |
8,641 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2018-07-31 |
4 |
GD |
$0.00 |
$0 |
I/I |
630 |
1,428 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2018-05-15 |
4 |
D |
$112.22 |
$33,554 |
D/D |
(299) |
10,823 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2018-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,782 |
11,122 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2017-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,688 |
9,340 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2017-07-28 |
4 |
AS |
$82.21 |
$41,105 |
D/D |
(500) |
7,652 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2017-05-15 |
4 |
D |
$75.22 |
$19,482 |
D/D |
(259) |
8,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product Officer |
• – – |
2017-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,772 |
8,411 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chief Product OfficerOfficer |
• – – |
2017-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
1,391 |
|
- |
|
| MORN |
Morningstar Inc |
Chief Product OfficerOfficer |
• – – |
2017-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
4,761 |
|
- |
|
13 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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