| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,662,525 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,073,472,831 |
|
|
|
Indirect Value
|
$1,413,192,610 |
|
|
| Total
Shares |
15,565,188 |
|
|
| Total
Value |
$4,486,665,441 |
|
|
|
|
|
|
|
|
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... |
2024-05-30 |
10,662,525 |
2024-05-30 |
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 :
1689 |
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 |
• • – |
2006-12-06 |
4 |
AS |
$45.87 |
$76,798 |
D/D |
(1,670) |
29,469,889 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-10 |
4 |
AS |
$43.37 |
$73,080 |
D/D |
(1,685) |
26,441,067 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-29 |
4 |
AS |
$57.69 |
$98,417 |
D/D |
(1,699) |
27,732,099 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-14 |
4 |
AS |
$60.95 |
$103,792 |
D/D |
(1,700) |
27,765,499 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-28 |
4 |
AS |
$40.86 |
$69,470 |
D/D |
(1,700) |
27,235,631 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-12 |
4 |
AS |
$43.04 |
$73,176 |
D/D |
(1,700) |
26,575,684 |
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 |
Chairman & CEO |
• • – |
2006-09-21 |
4 |
AS |
$37.26 |
$64,454 |
D/D |
(1,720) |
29,681,425 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-03 |
4 |
AS |
$201.38 |
$346,803 |
D/D |
(1,721) |
19,484,043 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-25 |
4 |
AS |
$60.11 |
$104,041 |
D/D |
(1,724) |
28,421,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-08 |
4 |
AS |
$158.09 |
$277,736 |
D/D |
(1,756) |
21,264,281 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-26 |
4 |
AS |
$149.64 |
$271,968 |
D/D |
(1,817) |
21,381,904 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-02 |
4 |
AS |
$115.18 |
$211,480 |
D/D |
(1,832) |
20,559,010 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-03 |
4 |
AS |
$341.15 |
$631,500 |
D/D |
(1,850) |
13,096,309 |
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 |
Executive Chairman |
• • • |
2020-11-16 |
4 |
AS |
$205.74 |
$387,339 |
D/D |
(1,881) |
19,578,388 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-22 |
4 |
AS |
$36.55 |
$70,122 |
D/D |
(1,900) |
29,825,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-21 |
4 |
AS |
$72.01 |
$137,476 |
D/D |
(1,900) |
27,634,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-25 |
4 |
AS |
$47.50 |
$90,253 |
D/D |
(1,900) |
25,711,036 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-04 |
4 |
AS |
$118.14 |
$224,475 |
D/D |
(1,900) |
22,762,648 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-18 |
4 |
AS |
$240.93 |
$466,201 |
D/D |
(1,935) |
18,845,945 |
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 |
Chairman & CEO |
• • – |
2006-11-21 |
4 |
AS |
$46.75 |
$93,925 |
D/D |
(2,000) |
29,531,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-27 |
4 |
AS |
$53.36 |
$106,714 |
D/D |
(2,000) |
26,073,206 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-10 |
4 |
AS |
$69.51 |
$139,814 |
D/D |
(2,007) |
27,590,192 |
0 |
- |
|
1689 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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|
