Richard Scott Cooley - Net Worth and Insider Trading

Richard Scott Cooley Net Worth

The estimated net worth of Richard Scott Cooley is at least $12 Million dollars as of 2024-11-13. Richard Scott Cooley is the CFO of Morningstar Inc and owns about 30,280 shares of Morningstar Inc (MORN) stock worth over $11 Million. Richard Scott Cooley is also the Director of Diamond Hill Investment Group Inc and owns about 8,387 shares of Diamond Hill Investment Group Inc (DHIL) stock worth over $1 Million. Details can be seen in Richard Scott Cooley'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 Richard Scott Cooley has not made any transactions after 2024-06-03 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Richard Scott Cooley

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Richard Scott Cooley Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Richard Scott Cooley owns 2 companies in total, including Morningstar Inc (MORN) , and Diamond Hill Investment Group Inc (DHIL) .

Click here to see the complete history of Richard Scott Cooley’s form 4 insider trades.

Insider Ownership Summary of Richard Scott Cooley

Ticker Comapny Transaction Date Type of Owner
MORN Morningstar Inc 2013-03-01 Chief Financial Officer
DHIL Diamond Hill Investment Group Inc 2024-06-03 director

Richard Scott Cooley Latest Holdings Summary

Richard Scott Cooley currently owns a total of 2 stocks. Among these stocks, Richard Scott Cooley owns 30,280 shares of Morningstar Inc (MORN) as of March 1, 2013, with a value of $11 Million and a weighting of 88.23%. Richard Scott Cooley also owns 8,387 shares of Diamond Hill Investment Group Inc (DHIL) as of June 3, 2024, with a value of $1 Million and a weighting of 11.77%.

Latest Holdings of Richard Scott Cooley

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MORN Morningstar Inc 2013-03-01 30,280 352.02 10,659,166
DHIL Diamond Hill Investment Group Inc 2024-06-03 8,387 169.55 1,422,016

Holding Weightings of Richard Scott Cooley


Richard Scott Cooley Form 4 Trading Tracker

According to the SEC Form 4 filings, Richard Scott Cooley 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 2,000 shares on March 1, 2013, which brought Richard Scott Cooley around $137,160.

According to the SEC Form 4 filings, Richard Scott Cooley has made a total of 2 transactions in Diamond Hill Investment Group Inc (DHIL) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Diamond Hill Investment Group Inc is the acquisition of 500 shares on June 3, 2024, which cost Richard Scott Cooley around $75,000.

Insider Trading History of Richard Scott Cooley

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Richard Scott Cooley Trading Performance

GuruFocus tracks the stock performance after each of Richard Scott Cooley's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Richard Scott Cooley is 13.79%. GuruFocus also compares Richard Scott Cooley's trading performance to market benchmark return within the same time period. The performance of stocks bought by Richard Scott Cooley within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Richard Scott Cooley's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Richard Scott Cooley

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 1 outperforming transactions.
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Return(%) 4.77 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.22 LIMIT LIMIT LIMIT LIMIT LIMIT

Richard Scott Cooley Ownership Network

Ownership Network List of Richard Scott Cooley

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Ownership Network Relation of Richard Scott Cooley

Insider Network Chart

Richard Scott Cooley Owned Company Details

What does Morningstar Inc do?

Who are the key executives at Morningstar Inc?

Richard Scott Cooley is the Chief Financial Officer 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, Richard Scott Cooley made no insider transaction in Morningstar Inc (MORN). Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 963,290 shares made by Joseph D Mansueto , a net sale of 4,500 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 149,312 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 149,312 shares. During the past 18 months, 979,606 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 979,606 shares.

Morningstar Inc (MORN)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Morningstar Inc Insider Transactions

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Richard Scott Cooley Mailing Address

Above is the net worth, insider trading, and ownership report for Richard Scott Cooley. You might contact Richard Scott Cooley via mailing address: 325 John H Mcconnell Blvd, Suite 200, Columbus Oh 43215.