Tricia Rothschild
First SEC filing: Jan. 10, 2017 · Latest: Jan. 10, 2017
Insider at
Insider transactions
Price change vs the latest weekly close (updated to the current quote in your browser when available), split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Nov. 15, 2019 | MORN | F | 124 | $155.98 | $19,342 | 9,666 Direct | -1.27% | Disposed | 44.2% (price as of ) |
| Nov. 15, 2019 | MORN | A | 739 | · | · | 5,113 Direct | +16.90% | Acquired | |
| May 15, 2019 | MORN | A | 1,503 | · | · | 10,144 Direct | +17.39% | Acquired | |
| May 15, 2019 | MORN | F | 354 | $133.03 | $47,093 | 9,790 Direct | -3.49% | Disposed | 69.1% (price as of ) |
| May 15, 2019 | MORN | A | 896 | · | · | 4,374 Direct | +25.76% | Acquired | |
| Nov. 15, 2018 | MORN | F | 124 | $120.58 | $14,952 | 8,641 Direct | -1.41% | Disposed | 86.5% (price as of ) |
| Nov. 15, 2018 | MORN | A | 915 | · | · | 3,478 Direct | +35.70% | Acquired | |
| July 31, 2018 | MORN | G | 630 | · | · | 1,428 Indirect | -30.61% | Disposed | |
| May 15, 2018 | MORN | A | 1,782 | · | · | 11,122 Direct | +19.08% | Acquired | |
| May 15, 2018 | MORN | F | 299 | $112.22 | $33,554 | 10,823 Direct | -2.69% | Disposed | 100.4% (price as of ) |
| May 15, 2018 | MORN | A | 901 | · | · | 2,563 Direct | +54.21% | Acquired | |
| Nov. 15, 2017 | MORN | A | 1,688 | · | · | 9,340 Direct | +22.06% | Acquired | |
| Nov. 15, 2017 | MORN | A | 739 | · | · | 1,662 Direct | +80.07% | Acquired | |
| July 28, 2017 | MORN | S 10b5-1 | 500 | $82.21 | $41,105 | 7,652 Direct | -6.13% | Disposed | 173.6% (price as of ) |
| May 15, 2017 | MORN | A | 1,772 | · | · | 8,411 Direct | +26.69% | Acquired | |
| May 15, 2017 | MORN | F | 259 | $75.22 | $19,482 | 8,152 Direct | -3.08% | Disposed | 199.0% (price as of ) |
| May 15, 2017 | MORN | A | 923 | · | · | 923 Direct | · | Acquired |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Nov. 15, 2019 | MORN | Market Stock Units | Common Stock | · | Nov. 15, 2022 | 739 | Acquired |
| May 15, 2019 | MORN | Market Stock Units | Common Stock | · | May 15, 2022 | 896 | Acquired |
| Nov. 15, 2018 | MORN | Market Stock Units | Common Stock | · | Nov. 15, 2021 | 915 | Acquired |
| May 15, 2018 | MORN | Market Stock Units | Common Stock | · | May 15, 2021 | 901 | Acquired |
| Nov. 15, 2017 | MORN | Market Stock Units | Common Stock | · | Nov. 15, 2020 | 739 | Acquired |
| May 15, 2017 | MORN | Market Stock Units | Common Stock | · | May 15, 2020 | 923 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 5 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Jan. 10, 2017 | MORN | Common Stock | 4,761 | Direct |
| Jan. 10, 2017 | MORN | Common Stock (Restricted Stock Units) | 268 | Direct |
| Jan. 10, 2017 | MORN | Common Stock (Restricted Stock Units) | 513 | Direct |
| Jan. 10, 2017 | MORN | Common Stock (Retricted Stock Units) | 487 | Direct |
| Jan. 10, 2017 | MORN | Common Stock (Restricted Stock Units) | 610 | Direct |
Holdings reported on Form 4 1 reported holding
Positions listed on each Form 4 without a transaction in that filing (Table I and II holdings), newest filing first.
| Date | Ticker | Security | Shares | Exercise price | Expiration | Ownership |
|---|---|---|---|---|---|---|
| Aug. 1, 2018 | MORN | Common Stock | 8,765 | · | · | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2019 | $300,000 | · | $399,834 | · | $295,800 | · | $13,323 | $1,008,957 |
| 2018 | $300,000 | · | $399,852 | · | $333,218 | · | $13,229 | $1,046,299 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.