TC |
Stat |
Stk |
Ins |
Fil |
+d |
+w |
+m |
+q |
+h |
+y |
avg |
|---|
Filing Date |
T Date |
Ticker |
Issuer | Inc | Sector |
Ind | Industry |
Owner |
oSt |
Rel |
Title |
T |
TVal |
Price |
L |
Qty |
oc |
Own |
H |
r2y |
r1y |
r6m |
r3m |
r6w |
r3w |
r7d |
r3d |
f1d |
f1w |
f1m |
f3m |
f6m |
f1y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
6/25/24 16:40 | 6/24/24 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Tsay Caroline J | IL | D | S | -86 | 296.98 | 0 | 0 | -7 | 4 | D | |||||||||||||||
5/17/23 20:09 | 5/15/23 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Tsay Caroline J | IL | D | S | -125 | 191.32 | 0 | -1 | -8 | 8 | D | |||||||||||||||
5/20/22 14:40 | 5/19/22 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Tsay Caroline J | IL | D | S.m | -227 | 235.63 | 0 | -1 | -14 | 6 | D | |||||||||||||||
11/12/21 12:58 | 2/1/21 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Tsay Caroline J | IL | D | P.a | 1 | 234.68 | 0 | 0 | 0 | 6 | D | |||||||||||||||
8/4/21 13:16 | 8/2/21 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Tsay Caroline J | IL | D | S | -118 | 253.23 | 0 | 0 | -7 | 6 | D | |||||||||||||||
5/19/20 17:19 | 5/18/20 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Tsay Caroline J | IL | D | S | -139 | 144.51 | 0 | -1 | -7 | 13 | D |
| D | Derivative transaction in filing (usually option exercise) |
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price |
| A | Amended filing |
| E | Error detected in filing |
| S - Sale | Sale of securities on an exchange or to another person |
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) |
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company |
| P - Purchase | Purchase of securities on an exchange or from another person |