person · Reporting owner
Odelbo Catherine Gillis
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Head of Corporate Strategy | October 28, 2016 | October 28, 2016 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Morningstar, Inc.
Report date October 28, 2016 · Filed October 28, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Units)SEC Table I · non-derivative | Direct | 228,539 |
Reported balance
After 2016-10-28 transaction · row 1
1 source rowRow 1 · 2016-10-28 · Grant · Acquired 24 · Balance 228,539 F1: Includes 24.9857 restricted stock units acquired on October 28, 2016 pursuant to a dividend investment feature of the Morningstar, Inc. 2011 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 24.9857 restricted stock units acquired on October 28, 2016 pursuant to a dividend investment feature of the Morningstar, Inc. 2011 Stock Incentive Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 28, 2016 Filed Oct 28, 2016 16:39 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-16-000290 · edgar.xml · nonDerivative · entry 1 Odelbo Catherine Gillis · CIK 0001324067 · Head of Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,539 F1 · shares: Includes 24.9857 restricted stock units acquired on October 28, 2016 pursuant to a dividend investment feature of the Morningstar, Inc. 2011 Stock Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.