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Daniel Needham

Morningstar, Inc.
Total declarations
14
Company
1
▲ Purchases (0 ops.)
—
▼ Sales (0 ops.)
—

Latest filing published 17 May 2019 for Morningstar, Inc., €77k.

Insider track record

Disclosed buys
0
Disclosed sells
0
Signal history

Daniel Needham: trading record in brief

All filings by Daniel Needham on record concern Morningstar, Inc. The record holds 14 filings, for trades running from 30 April 2015 to 15 May 2019.

None of the filings is a plain purchase or sale on the open market; they cover grants, option exercises and other movements. Compensation-driven entries like these are tracked, but they say little about how insiders judge the share price.

The newest entry dates from 17 May 2019: a share grant of €77k, in Morningstar, Inc. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. Section 16 rules allow two business days to file each Form 4. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.

Companies and markets linked to Daniel Needham

Open company profiles for insider transactions, fundamentals and analyst consensus when available.

Declarations14 total
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    86,736 USD27SEC
    652 shares@ US$133.0350.0% of flowCommon StockSEC:0001289419-19-000100:1
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    1,879 shares0Common Stock (Restricted Stock Units)SEC:0001289419-19-000100:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    1,782 shares0Common Stock (Restricted Stock Units)SEC:0001289419-18-000056:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    91,459 USD25SEC
    815 shares@ US$112.2233.4% of flowCommon StockSEC:0001289419-18-000056:1
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    44,405 USD24SEC
    500 shares@ US$88.8116.2% of flowCommon StockSEC:0001289419-17-000088:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    43,176 USD24SEC
    574 shares@ US$75.2217.0% of flowCommon StockSEC:0001289419-17-000052:1
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    2,658 shares0Common Stock (Restricted Stock Units)SEC:0001289419-17-000052:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    2,443 shares0Common Stock (Restricted Stock Units)SEC:0001323954-16-000033:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    1 shares0Common Stock (Restricted Stock Units)SEC:0001323954-16-000010:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    1 sharesCommon Stock (Restricted Stock Units)SEC:0001289419-16-000236:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    1 shares0Common Stock (Restricted Stock Units)SEC:0001289419-15-000198:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    1 shares0Common Stock (Restricted Stock Units)SEC:0001289419-15-000167:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    1,948 shares0Common Stock (Restricted Stock Units)SEC:0001289419-15-000136:0
  • ◆
    Pres., Investment ManagementExecutivesMorningstar, Inc.
    0SEC
    2 shares0Common Stock (Restricted Stock Units)SEC:0001289419-15-000087:0

14 of 14 declarations