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 $51 Million dollars as of 2024-04-24. Phillips Donald James Ii is the Director of Morningstar Inc and owns about 170,318 shares of Morningstar Inc (MORN) stock worth over $51 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 assumption that Phillips Donald James Ii has not made any transactions after 2015-05-18 and currently still holds the listed stock(s).

Transaction Summary of Phillips Donald James Ii

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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 $51 Million.

Latest Holdings of Phillips Donald James Ii

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MORN Morningstar Inc 2015-05-18 170,318 300.94 51,255,499

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

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.

Phillips Donald James Ii Trading Performance

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

Phillips Donald James Ii Ownership Network

Ownership Network List of Phillips Donald James Ii

No Data

Ownership Network Relation of Phillips Donald James Ii


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 Head of Talent and Culture Bevin Desmond .

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 981,563 shares made by Joseph D Mansueto , a net sale of 975 shares made by Gail S Landis , and a net sale of 10,000 shares made by Bevin Desmond .

In summary, during the past 3 months, insiders sold 176,250 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 176,250 shares. During the past 18 months, 996,839 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 996,839 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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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.

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