Every SEC Form 3/4/5 on record for this filer (CIK 1660012) — 1 issuer, 15 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 | 2015-12-07 → 2026-05-19 | 15 | −$379,079 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| MORN | 2023-11-14 | Sell | 400 | $268.91 | $107,564 | 8,935 |
| MORN | 2022-05-16 | Sell | 600 | $241.00 | $144,600 | 8,467 |
| MORN | 2021-05-17 | Sell | 250 | $242.91 | $60,728 | 8,389 |
| MORN | 2021-05-03 | Sell | 250 | $264.75 | $66,188 | 8,027 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.