| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,725 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,114,627,577 |
|
|
|
Indirect Value
|
$1,431,283,436 |
|
|
| Total
Shares |
15,571,388 |
|
|
| Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Morningstar Inc |
MORN |
Executive Chairman, Di... |
2024-05-24 |
10,668,725 |
2024-05-24 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
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|
|
|
|
|
|
|
|
|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 10 of 68
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-04-11 |
4 |
AS |
$128.92 |
$108,383 |
D/D |
(839) |
22,147,635 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-16 |
4 |
AS |
$74.30 |
$108,936 |
D/D |
(1,466) |
27,588,526 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-07 |
4 |
AS |
$162.49 |
$110,329 |
D/D |
(679) |
20,081,096 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-18 |
4 |
AS |
$42.65 |
$110,899 |
D/D |
(2,600) |
24,914,223 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-20 |
4 |
AS |
$37.28 |
$112,189 |
D/D |
(3,000) |
29,957,236 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-11 |
4 |
AS |
$48.84 |
$113,498 |
D/D |
(2,324) |
25,747,636 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-19 |
4 |
AS |
$66.69 |
$115,075 |
D/D |
(1,719) |
27,907,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-15 |
4 |
AS |
$248.03 |
$115,333 |
D/D |
(465) |
18,390,263 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-09 |
4 |
AS |
$234.84 |
$118,125 |
D/D |
(503) |
12,500,908 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-04 |
4 |
AS |
$64.40 |
$120,172 |
D/D |
(1,862) |
27,871,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-18 |
4 |
AS |
$44.88 |
$121,181 |
D/D |
(2,700) |
25,652,796 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-01 |
4 |
AS |
$61.99 |
$122,122 |
D/D |
(1,939) |
28,787,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-05-06 |
4 |
AS |
$141.04 |
$124,400 |
D/D |
(882) |
22,125,803 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-03 |
4 |
AS |
$111.54 |
$125,029 |
D/D |
(1,116) |
20,557,894 |
0 |
% |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-08-28 |
4 |
D |
$42.00 |
$126,000 |
I/I |
(3,000) |
0 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-20 |
4 |
AS |
$48.57 |
$126,290 |
D/D |
(2,600) |
25,720,436 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-07 |
4 |
AS |
$47.12 |
$127,211 |
D/D |
(2,700) |
25,203,040 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-22 |
4 |
AS |
$61.95 |
$127,989 |
D/D |
(2,066) |
27,991,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-04 |
4 |
AS |
$153.04 |
$129,690 |
D/D |
(847) |
20,263,365 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-16 |
4 |
AS |
$38.67 |
$130,086 |
D/D |
(3,364) |
29,974,536 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-20 |
4 |
AS |
$37.15 |
$131,746 |
D/D |
(3,521) |
29,683,145 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-28 |
4 |
AS |
$62.75 |
$132,129 |
D/D |
(2,100) |
28,595,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-30 |
4 |
AS |
$58.28 |
$134,503 |
D/D |
(2,300) |
27,729,799 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-15 |
4 |
AS |
$43.77 |
$135,391 |
D/D |
(3,093) |
26,206,548 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-28 |
4 |
AS |
$46.73 |
$135,531 |
D/D |
(2,900) |
26,321,402 |
0 |
- |
|
1686 Records found
|
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Page 10 of 68 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
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|
