Updated: May 19, 2026

Daniel Needham

MORNMorningstar, Inc.SEC CIK: 0001631881
Estimated Net Worth
$15.4 Million4.4%vs Last Year
Last Updated: May 19, 2026 03:51 AM EST

Transaction Summary

Total Transactions14
Buy-Sell Ratio∞
Buy Transactions13
Sell Transactions0

Transaction Volume

Total Volume$265.78K
Net Volume$265.78K
Buy Volume$265.78K
Sell Volume$0

Trade Analysis

AVG Trade Size$18.98K
Largest Trade$91.46K
Most Active MonthMay
Most Active Year2015

Trading Sentiment

OverallBullish
Recent TradeBuying
Last 90 Days0 Trades
ConvictionNone

Net Worth & Trading Activity Over Time

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Monthly Trading Pattern

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Past Insider Trading and Trends

Daniel Needham has an estimated net worth of $15.4 Million. This is based on reported shares in Morningstar, Inc..



2015 was Daniel Needham's most active year for acquiring shares with 4 total transactions. Daniel Needham's most active month to acquire stocks was the month of April. 2017 was Daniel Needham's most active year for disposing of shares, totalling 2 transactions. Daniel Needham's most active month to dispose stocks was the month of April. 2017 saw Daniel Needham paying a total of $0.00 for 5,151 shares, this is the most they've acquired in one year. In 2018 Daniel Needham cashed out on 815 shares for a total of $91,459.30, their largest year based on trade value.

Holdings & Transactions

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