Richard Scott Cooley is CFO at Morningstar, Inc. (MORN). They have made 13 open-market trades across 1 company since 2011, most recently 2025-05-06.
CIK 0001406840
13 open-market purchases totalling $991K since 2021, never a sale. Across 13 scored buys the stock is up 2.3% at ninety days, and 5.4 points behind the S&P over the same stretch.
13 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 46% | 46% | 62% |
| Avg Move | +1.8% | -2.1% | +2.3% |
| Alpha | +1.1% | -3.0% | -5.4% |
| Scored | 13 | 13 | 13 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| DHIL | BUY | 2025-05-06 | 2025-05-07 | $134.10 | $37K | +3.8% | +1.1% | +2.8% |
| DHIL | BUY | 2025-05-02 | 2025-05-06 | $129.00 | $16K | +4.2% | +0.4% | +2.7% |
| DHIL | BUY | 2025-05-01 | 2025-05-02 | $127.50 | $88K | +8.2% | +4.9% | +2.5% |
| DHIL | BUY | 2025-04-30 | 2025-05-01 | $124.50 | $125K | +10.4% | +6.8% | +11.6% |
| DHIL | BUY | 2025-03-31 | 2025-04-01 | $142.50 | $14K | -7.4% | -10.6% | +0.9% |
| DHIL | BUY | 2025-03-21 | 2025-03-24 | $143.50 | $7K | -4.7% | -11.2% | -4.5% |
| DHIL | BUY | 2025-03-12 | 2025-03-14 | $144.00 | $72K | -0.8% | -10.1% | -1.1% |
| DHIL | BUY | 2025-03-05 | 2025-03-06 | $146.00 | $73K | -1.8% | -11.9% | -7.5% |
| DHIL | BUY | 2025-02-28 | 2025-03-03 | $144.00 | $39K | -1.8% | -0.3% | -5.2% |
| DHIL | BUY | 2024-12-20 | 2024-12-23 | $152.25 | $152K | +2.8% | -2.0% | -4.1% |
| DHIL | BUY | 2024-06-03 | 2024-06-04 | $150.00 | $75K | -3.4% | -7.0% | +3.2% |
| DHIL | BUY | 2023-03-16 | 2023-03-17 | $158.00 | $79K | -1.6% | +5.4% | +8.7% |
| DHIL | BUY | 2021-02-26 | 2021-02-26 | $142.00 | $213K | +15.9% | +7.6% | +19.9% |
| MORN | SELL · 10b5-1 | 2013-03-01 | 2013-03-01 | $68.58 | $137K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2013-02-28 | 2013-03-01 | $68.40 | $137K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2013-02-26 | 2013-02-28 | $67.88 | $272K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2013-02-25 | 2013-02-26 | $68.71 | $137K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2013-02-22 | 2013-02-25 | $68.53 | $137K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2013-02-21 | 2013-02-22 | $69.03 | $138K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2013-02-19 | 2013-02-21 | $69.69 | $279K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2012-11-13 | 2012-11-14 | $62.63 | $125K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2012-11-08 | 2012-11-13 | $63.39 | $380K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2012-11-06 | 2012-11-08 | $63.73 | $255K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2012-11-05 | 2012-11-06 | $63.52 | $127K | -5.2% | -0.0% | -0.0% |
| MORN | SELL · 10b5-1 | 2012-11-02 | 2012-11-02 | $63.95 | $128K | -5.2% | -0.0% | -0.0% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.