Every SEC Form 3/4/5 on record for this filer (CIK 1324001) — 2 issuers, 41 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Director | 2016-05-16 → 2026-05-19 | 25 | −$3M |
| ZAYO | Zayo Group Holdings, Inc. | Director · lapsed | 2017-04-05 → 2020-03-09 | 24 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| MORN | 2024-05-10 | Sell | 1,250 | $298.13 | $372,663 | 43,177 |
| MORN | 2024-03-11 | Sell | 1,250 | $306.81 | $383,513 | 44,427 |
| MORN | 2021-11-11 | Sell | 1,000 | $312.87 | $312,870 | 44,130 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.