| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,674,922 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,176,856,787 |
|
|
|
Indirect Value
|
$1,459,032,509 |
|
|
| Total
Shares |
15,577,585 |
|
|
| Total
Value |
$4,635,889,296 |
|
|
|
|
|
|
|
|
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... |
2024-05-22 |
10,674,922 |
2024-05-22 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
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|
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|
Records found :
1684 |
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 |
Chairman & CEO |
• • • |
2007-10-02 |
4 |
AS |
$63.96 |
$308,656 |
D/D |
(4,792) |
28,359,887 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-03 |
4 |
AS |
$64.75 |
$19,425 |
D/D |
(300) |
28,359,587 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$69.36 |
$374,272 |
D/D |
(5,280) |
28,346,401 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$70.92 |
$10,523 |
D/D |
(148) |
28,339,987 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$69.32 |
$423,486 |
D/D |
(5,966) |
28,340,135 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$69.31 |
$559,883 |
D/D |
(7,906) |
28,351,681 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-09 |
4 |
AS |
$71.11 |
$1,067,113 |
D/D |
(15,000) |
28,324,987 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.28 |
$768,740 |
D/D |
(10,660) |
28,314,327 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.33 |
$250,512 |
D/D |
(3,476) |
28,294,987 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.22 |
$689,094 |
D/D |
(9,543) |
28,304,784 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.30 |
$455,835 |
D/D |
(6,321) |
28,298,463 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-15 |
4 |
AS |
$73.44 |
$545,176 |
D/D |
(7,422) |
28,287,565 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$821,946 |
D/D |
(11,517) |
28,259,953 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$171,228 |
D/D |
(2,388) |
28,257,565 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$71.04 |
$593,800 |
D/D |
(8,297) |
28,271,470 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$556,992 |
D/D |
(7,798) |
28,279,767 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$68.33 |
$699,951 |
D/D |
(9,976) |
28,247,589 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$69.35 |
$407,099 |
D/D |
(5,778) |
28,241,811 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$68.03 |
$964,151 |
D/D |
(14,007) |
28,227,804 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-23 |
4 |
AS |
$70.52 |
$414,359 |
D/D |
(5,830) |
28,221,974 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-23 |
4 |
AS |
$70.46 |
$648,163 |
D/D |
(9,170) |
28,212,804 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-29 |
4 |
AS |
$74.04 |
$444,672 |
D/D |
(6,001) |
28,206,803 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-30 |
4 |
AS |
$73.79 |
$255,639 |
D/D |
(3,462) |
28,203,341 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-31 |
4 |
AS |
$72.93 |
$29,199 |
D/D |
(400) |
28,192,586 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-31 |
4 |
AS |
$73.41 |
$268,863 |
D/D |
(3,648) |
28,199,693 |
0 |
- |
|
1684 Records found
|
|
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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|
