| |
| |
|
| 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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|
|
|
|
|
|
|
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|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 11 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 |
• • – |
2008-03-12 |
4 |
AS |
$61.52 |
$135,717 |
D/D |
(2,200) |
27,845,352 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-16 |
4 |
AS |
$226.82 |
$136,094 |
D/D |
(600) |
12,264,023 |
0 |
% |
|
| 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 |
Executive Chairman |
• • • |
2020-01-07 |
4 |
AS |
$152.67 |
$137,554 |
D/D |
(901) |
20,921,824 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-28 |
4 |
AS |
$57.66 |
$138,180 |
D/D |
(2,386) |
27,740,099 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-10 |
4 |
AS |
$69.51 |
$139,814 |
D/D |
(2,007) |
27,590,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-27 |
4 |
AS |
$38.36 |
$141,614 |
D/D |
(3,673) |
29,900,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-19 |
4 |
AS |
$64.46 |
$141,819 |
D/D |
(2,200) |
24,445,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-24 |
4 |
AS |
$47.60 |
$142,809 |
D/D |
(3,000) |
25,969,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-30 |
4 |
AS |
$49.25 |
$142,977 |
D/D |
(2,900) |
28,861,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-04 |
4 |
AS |
$45.07 |
$143,179 |
D/D |
(3,166) |
29,481,667 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-16 |
4 |
AS |
$59.84 |
$143,614 |
D/D |
(2,400) |
27,371,470 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-09 |
4 |
AS |
$66.65 |
$146,629 |
D/D |
(2,200) |
27,380,490 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-29 |
4 |
AS |
$46.95 |
$146,920 |
D/D |
(3,124) |
29,163,978 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-20 |
4 |
AS |
$36.55 |
$149,353 |
D/D |
(4,080) |
29,945,873 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-16 |
4 |
AS |
$42.12 |
$150,192 |
D/D |
(3,566) |
26,437,501 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-16 |
4 |
AS |
$248.05 |
$151,072 |
D/D |
(608) |
18,858,378 |
0 |
% |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-08-28 |
4 |
D |
$42.00 |
$151,200 |
D/D |
(3,600) |
0 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-01 |
4 |
AS |
$61.88 |
$152,099 |
D/D |
(2,444) |
28,374,887 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-09 |
4 |
AS |
$34.93 |
$153,691 |
D/D |
(4,400) |
26,828,446 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-07 |
4 |
AS |
$266.43 |
$154,261 |
D/D |
(579) |
12,824,253 |
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 |
• • – |
2008-05-13 |
4 |
AS |
$73.50 |
$155,484 |
D/D |
(2,105) |
27,651,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-08 |
4 |
S |
$48.23 |
$156,251 |
D/D |
(3,240) |
25,885,513 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-13 |
4/A |
AS |
$124.42 |
$160,380 |
D/D |
(1,289) |
20,502,430 |
0 |
- |
|
1686 Records found
|
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Page 11 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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|
