Insider · CIK 0001631881

Needham Daniel

Reports to the SEC for 1 company · CHICAGO, IL

sec.gov

Transactions

Companies

Filings

CIK

0001631881

Forms 4 and 5

Insider transactions

20 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2019-11-15	MORNMorningstar, Inc. · Market Stock UnitsA Award	Pres., Investment Management	AAward	+924 sh	—	—	6,353
2019-05-15	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+1,879 sh	—	—	25,185
2019-05-15	MORNMorningstar, Inc.F Tax Payment	Pres., Investment Management	FTax Payment	−652 sh	$133.03	−$86.7K	24,533
2019-05-15	MORNMorningstar, Inc. · Market Stock UnitsA Award	Pres., Investment Management	AAward	+1,120 sh	—	—	5,429
2018-11-15	MORNMorningstar, Inc. · Market Stock UnitsA Award	Pres., Investment Management	AAward	+915 sh	—	—	4,309
2018-05-15	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+1,782 sh	—	—	24,121
2018-05-15	MORNMorningstar, Inc.F Tax Payment	Pres., Investment Management	FTax Payment	−815 sh	$112.22	−$91.5K	23,306
2018-05-15	MORNMorningstar, Inc. · Market Stock UnitsA Award	Pres., Investment Management	AAward	+901 sh	—	—	3,394
2017-11-15	MORNMorningstar, Inc.F Tax Payment	Pres., Investment Management	FTax Payment	−500 sh	$88.81	−$44.4K	22,339
2017-11-15	MORNMorningstar, Inc. · Market Stock UnitsA Award	Pres., Investment Management	AAward	+1,109 sh	—	—	2,493
2017-05-15	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+2,658 sh	—	—	23,413
2017-05-15	MORNMorningstar, Inc.F Tax Payment	Pres., Investment Management	FTax Payment	−574 sh	$75.22	−$43.2K	22,839
2017-05-15	MORNMorningstar, Inc. · Market Stock UnitsA Award	Pres., Investment Management	AAward	+1,384 sh	—	—	1,384
2016-05-15	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+2,443 sh	—	—	20,755
2016-04-29	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+1 sh	—	—	18,312
2016-01-29	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+1 sh	—	—	18,311
2015-10-30	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+1 sh	—	—	18,310
2015-07-31	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+1 sh	—	—	18,309
2015-05-15	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+1,948 sh	—	—	18,308
2015-04-30	MORNMorningstar, Inc.A Award	Pres., Investment Management	AAward	+2 sh	—	—	16,360

Recent filings

Accepted (ET)
Nov 184
Needham Daniel0001289419-19-000255
SEC(opens sec.gov)
May 174
Needham Daniel0001289419-19-000100
SEC(opens sec.gov)
Nov 194
Needham Daniel0001289419-18-000190
SEC(opens sec.gov)
May 174
Needham Daniel0001289419-18-000056
SEC(opens sec.gov)
Nov 174
Needham Daniel0001289419-17-000088
SEC(opens sec.gov)
May 174
Morningstar, Inc.0001289419-17-000052
SEC(opens sec.gov)
May 164
Morningstar, Inc.0001323954-16-000033
SEC(opens sec.gov)
May 34
Morningstar, Inc.0001323954-16-000010
SEC(opens sec.gov)
Feb 14
Morningstar, Inc.0001289419-16-000236
SEC(opens sec.gov)
Nov 24
Morningstar, Inc.0001289419-15-000198
SEC(opens sec.gov)
Aug 34
Morningstar, Inc.0001289419-15-000167
SEC(opens sec.gov)
May 184
Morningstar, Inc.0001289419-15-000136
SEC(opens sec.gov)
May 44
Morningstar, Inc.0001289419-15-000087
SEC(opens sec.gov)

Companies

Morningstar, Inc.Pres., Investment ManagementMORN

Address

MORNINGSTAR, INC. 22 WEST WASHINGTON STREET

CHICAGO, IL, 60602