David W Williams - Net Worth and Insider Trading

David W Williams Net Worth

The estimated net worth of David W Williams is at least $8 Million dollars as of 2023-03-27. David W Williams is the Head of Design of Morningstar Inc and owns about 42,774 shares of Morningstar Inc (MORN) stock worth over $8 Million. Details can be seen in David W Williams's Latest Holdings Summary section.

Transaction Summary of David W Williams

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David W Williams Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David W Williams owns 1 companies in total, including Morningstar Inc (MORN) .

Click here to see the complete history of David W Williams’s form 4 insider trades.

Insider Ownership Summary of David W Williams

Ticker Comapny Transaction Date Type of Owner
MORN Morningstar Inc 2005-05-02 Managing Director & Design

David W Williams Latest Holdings Summary

David W Williams currently owns a total of 1 stock. David W Williams owns 42,774 shares of Morningstar Inc (MORN) as of March 21, 2016, with a value of $8 Million.

Latest Holdings of David W Williams

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MORN Morningstar Inc 2016-03-21 42,774 187.39 8,015,420

Holding Weightings of David W Williams


David W Williams Form 4 Trading Tracker

According to the SEC Form 4 filings, David W Williams 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 3,000 shares on March 21, 2016, which brought David W Williams around $255,000.

Insider Trading History of David W Williams

Ticker
Company
Date
Buy/Sell
Insider Trading Shares
Shares Change
Price
Cost
Final Share
Current Price
Price Change Since Insider Trade (%)
Filing Date
MORN
Morningstar Inc
2016-03-21
Sell
3,000.00
-6.55%
$85.00
$255,000.00
42,774.00
$187.39
120.46%
-
MORN
Morningstar Inc
2014-04-01
Sell
1,000.00
-2.20%
$78.91
$78,910.00
44,363.00
$187.39
137.47%
-
MORN
Morningstar Inc
2014-03-03
Sell
3,000.00
-7.08%
$82.37
$247,110.00
39,363.00
$187.39
127.50%
-
MORN
Morningstar Inc
2014-02-18
Sell
3,000.00
-7.08%
$81.05
$243,150.00
39,363.00
$187.39
131.20%
-
MORN
Morningstar Inc
2013-12-02
Sell
2,133.00
-5.14%
$83.12
$177,295.00
39,350.00
$187.39
125.45%
-
MORN
Morningstar Inc
2013-11-08
Sell
1,646.00
-4.02%
$80.77
$132,947.00
39,350.00
$187.39
132.00%
-
MORN
Morningstar Inc
2013-11-07
Sell
7,973.00
-16.85%
$79.92
$637,202.00
39,350.00
$187.39
134.47%
-
MORN
Morningstar Inc
2013-11-05
Sell
3,381.00
-7.91%
$79.19
$267,741.00
39,350.00
$187.39
136.63%
-
MORN
Morningstar Inc
2013-11-04
Sell
1,500.00
-3.82%
$79.62
$119,430.00
37,717.00
$187.39
135.36%
-
MORN
Morningstar Inc
2013-10-31
Sell
4,866.00
-11.56%
$80.69
$392,638.00
37,217.00
$187.39
132.23%
-
MORN
Morningstar Inc
2013-10-30
Sell
1,811.00
-5.30%
$80.15
$145,152.00
32,342.00
$187.39
133.80%
-
MORN
Morningstar Inc
2013-10-29
Sell
1,690.00
-5.25%
$80.53
$136,096.00
30,531.00
$187.39
132.70%
-
MORN
Morningstar Inc
2013-10-28
Sell
4,500.00
-13.50%
$80.77
$363,465.00
28,841.00
$187.39
132.00%
-
MORN
Morningstar Inc
2013-05-14
Sell
1,000.00
-4.42%
$70.00
$70,000.00
21,642.00
$187.39
167.70%
-
MORN
Morningstar Inc
2013-04-02
Sell
1,000.00
-4.23%
$70.00
$70,000.00
22,622.00
$187.39
167.70%
-
MORN
Morningstar Inc
2013-03-28
Sell
1,000.00
-4.06%
$70.00
$70,000.00
23,622.00
$187.39
167.70%
-
MORN
Morningstar Inc
2013-03-18
Sell
1,000.00
-3.90%
$69.05
$69,050.00
24,622.00
$187.39
171.38%
-
MORN
Morningstar Inc
2013-03-14
Sell
1,000.00
-3.76%
$70.00
$70,000.00
25,622.00
$187.39
167.70%
-
MORN
Morningstar Inc
2013-03-11
Sell
2,000.00
-6.99%
$69.11
$138,220.00
26,622.00
$187.39
171.15%
-
MORN
Morningstar Inc
2013-03-04
Sell
2,000.00
-6.53%
$68.45
$136,900.00
28,622.00
$187.39
173.76%
-
Total 74
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  • 4
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.

David W Williams Trading Performance

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

David W Williams Ownership Network

Ownership Network List of David W Williams

No Data

Ownership Network Relation of David W Williams


David W Williams Owned Company Details

What does Morningstar Inc do?

Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, and currency exchanges and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.

Who are the key executives at Morningstar Inc?

David W Williams is the Managing Director & Design of Morningstar Inc. Other key executives at Morningstar Inc include Global Controller & CAO Kimberly J Mcgarry , Head of Talent and Culture Bevin Desmond , and director & CEO Kunal Kapoor .

Morningstar Inc (MORN) Insider Trades Summary

Over the past 18 months, David W Williams made no insider transaction in Morningstar Inc (MORN). Other recent insider transactions involving Morningstar Inc (MORN) include a net sale of 1,451,885 shares made by Joseph D Mansueto , a net sale of 4,507 shares made by Jason Dubinsky , and a net sale of 1,188 shares made by Caroline J Tsay .

In summary, during the past 3 months, insiders sold 143,628 shares of Morningstar Inc (MORN) in total and bought 0 shares, with a net sale of 143,628 shares. During the past 18 months, 1,471,680 shares of Morningstar Inc (MORN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,471,680 shares.

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

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NAS:MORN Insider Transactions

20/Page
Total 0
Ticker
Insider
Position
Date
Buy/Sell
Shares
Shares Owned
Trade Price($)
Trade Percentage(%)
Cost($1000)
Price change since trade(%)
Share ownership details
Filing Date
20/Page
Total 0

David W Williams Mailing Address

Above is the net worth, insider trading, and ownership report for David W Williams. You might contact David W Williams via mailing address: C/o Morningstar, Inc., 225 West Wacker Drive, Chicago Il 60606.