Phillips Donald James Ii - Net Worth and Insider Trading
Phillips Donald James Ii Net Worth
The estimated net worth of Phillips Donald James Ii is at least $55 Million dollars as of 2024-09-24. Phillips Donald James Ii is the Director of Morningstar Inc and owns about 170,318 shares of Morningstar Inc (MORN) stock worth over $55 Million. Details can be seen in Phillips Donald James Ii's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Phillips Donald James Ii has not made any transactions after 2015-05-18 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Phillips Donald James Ii
Phillips Donald James Ii Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Phillips Donald James Ii owns 1 companies in total, including Morningstar Inc (MORN) .
Click here to see the complete history of Phillips Donald James Ii’s form 4 insider trades.
Insider Ownership Summary of Phillips Donald James Ii
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
MORN | Morningstar Inc | 2015-05-18 | director & Managing Director |
Phillips Donald James Ii Latest Holdings Summary
Phillips Donald James Ii currently owns a total of 1 stock. Phillips Donald James Ii owns 170,318 shares of Morningstar Inc (MORN) as of May 18, 2015, with a value of $55 Million.
Latest Holdings of Phillips Donald James Ii
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
MORN | Morningstar Inc | 2015-05-18 | 170,318 | 323.74 | 55,138,749 |
Holding Weightings of Phillips Donald James Ii
Phillips Donald James Ii Form 4 Trading Tracker
According to the SEC Form 4 filings, Phillips Donald James Ii has made a total of 0 transactions in Morningstar Inc (MORN) over the past 5 years. The most-recent trade in Morningstar Inc is the sale of 862 shares on May 18, 2015, which brought Phillips Donald James Ii around $66,426.
Insider Trading History of Phillips Donald James Ii
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Phillips Donald James Ii Trading Performance
Phillips Donald James Ii Ownership Network
Phillips Donald James Ii Owned Company Details
What does Morningstar Inc do?
Who are the key executives at Morningstar Inc?
Phillips Donald James Ii is the director & Managing Director of Morningstar Inc. Other key executives at Morningstar Inc include director & 10 percent owner & Executive Chairman Joseph D Mansueto , Chief Revenue Officer Daniel Joseph Dunn , and Chief Financial Officer Jason Dubinsky .
Morningstar Inc (MORN) Insider Trades Summary
Over the past 18 months, Phillips Donald James Ii made no insider transaction in Morningstar Inc (MORN). Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 909,871 shares made by Joseph D Mansueto , a net sale of 3,000 shares made by William M Lyons , and a net sale of 3,600 shares made by Daniel Joseph Dunn .
In summary, during the past 3 months, insiders sold 132,250 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 132,250 shares. During the past 18 months, 924,687 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 924,687 shares.
Morningstar Inc (MORN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Morningstar Inc Insider Transactions
Phillips Donald James Ii Mailing Address
Above is the net worth, insider trading, and ownership report for Phillips Donald James Ii. You might contact Phillips Donald James Ii via mailing address: C/o Morningstar, Inc., 225 West Wacker Drive, Chicago Il 60606.