| |
| |
|
| 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 |
• • – |
2010-07-21 |
4 |
AS |
$44.47 |
$489,203 |
D/D |
(11,000) |
24,999,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-31 |
4 |
AS |
$44.48 |
$58,889 |
D/D |
(1,324) |
26,256,780 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-24 |
4 |
AS |
$44.61 |
$269,864 |
D/D |
(6,050) |
25,634,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-01 |
4 |
AS |
$44.64 |
$371,290 |
D/D |
(8,200) |
25,626,446 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-28 |
4 |
AS |
$44.67 |
$500,275 |
D/D |
(11,200) |
25,113,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-26 |
4 |
AS |
$44.68 |
$181,271 |
D/D |
(4,024) |
29,350,815 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-14 |
4 |
AS |
$44.68 |
$554,044 |
D/D |
(12,400) |
25,034,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-12 |
4 |
AS |
$44.73 |
$458,653 |
D/D |
(10,180) |
29,458,973 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-04 |
4 |
AS |
$44.75 |
$238,128 |
D/D |
(5,280) |
29,484,833 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-26 |
4 |
AS |
$44.76 |
$669,792 |
D/D |
(14,853) |
29,354,839 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-22 |
4 |
AS |
$44.83 |
$933,771 |
D/D |
(20,780) |
29,386,686 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-26 |
4 |
AS |
$44.85 |
$474,035 |
D/D |
(10,474) |
29,369,692 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-22 |
4 |
AS |
$44.88 |
$293,245 |
D/D |
(6,520) |
29,380,166 |
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 |
• • – |
2006-12-13 |
4 |
AS |
$44.94 |
$357,549 |
D/D |
(7,900) |
29,451,073 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4 |
AS |
$45.00 |
$155,170 |
D/D |
(3,415) |
29,587,116 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-27 |
4 |
AS |
$45.00 |
$563,894 |
D/D |
(12,498) |
29,338,317 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-23 |
4 |
AS |
$45.00 |
$513,046 |
D/D |
(11,400) |
25,125,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-21 |
4 |
AS |
$45.03 |
$378,542 |
D/D |
(8,400) |
29,407,466 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-10 |
4 |
AS |
$45.03 |
$36,024 |
D/D |
(800) |
25,667,596 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-13 |
4 |
AS |
$45.04 |
$104,409 |
D/D |
(2,300) |
29,448,773 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4/A |
AS |
$45.05 |
$7,659 |
D/D |
(170) |
29,588,087 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4 |
OE |
$45.05 |
$7,659 |
D/D |
170 |
29,588,087 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-16 |
4 |
AS |
$45.05 |
$272,527 |
D/D |
(6,050) |
25,661,546 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-04 |
4 |
AS |
$45.07 |
$143,179 |
D/D |
(3,166) |
29,481,667 |
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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|
