| |
| |
|
| 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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|
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|
Records found :
1684 |
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 |
• • • |
2007-10-31 |
4 |
AS |
$72.80 |
$493,851 |
D/D |
(6,707) |
28,192,986 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-05 |
4 |
AS |
$73.64 |
$1,036,706 |
D/D |
(14,078) |
28,178,508 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.26 |
$489,283 |
D/D |
(6,629) |
28,171,879 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.26 |
$705,997 |
D/D |
(9,590) |
28,154,708 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.24 |
$558,868 |
D/D |
(7,581) |
28,164,298 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.24 |
$455,585 |
D/D |
(6,200) |
28,148,508 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-07 |
4 |
AS |
$74.83 |
$379,437 |
D/D |
(5,063) |
28,142,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-07 |
4 |
AS |
$74.87 |
$44,938 |
D/D |
(600) |
28,147,908 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-12 |
4 |
AS |
$69.45 |
$814,234 |
D/D |
(11,717) |
28,131,128 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-13 |
4 |
AS |
$68.31 |
$362,528 |
D/D |
(5,170) |
28,125,958 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-13 |
4 |
AS |
$68.31 |
$1,115,713 |
D/D |
(16,258) |
28,109,700 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-12-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
13,150 |
28,096,550 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-02 |
4 |
S |
$77.50 |
$201,500 |
D/D |
(2,600) |
28,093,950 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-03 |
4 |
S |
$75.59 |
$1,739,518 |
D/D |
(23,000) |
28,070,950 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-04 |
4 |
S |
$75.65 |
$15,660 |
D/D |
(207) |
28,070,743 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-08 |
4 |
AS |
$72.48 |
$498,019 |
D/D |
(6,813) |
28,063,930 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-08 |
4 |
AS |
$72.39 |
$593,866 |
D/D |
(8,187) |
28,055,743 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-09 |
4 |
AS |
$69.94 |
$104,951 |
D/D |
(1,500) |
28,054,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-10 |
4 |
AS |
$68.45 |
$358,402 |
D/D |
(5,208) |
28,049,035 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-10 |
4 |
AS |
$68.43 |
$1,696,707 |
D/D |
(24,792) |
28,024,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-14 |
4 |
AS |
$67.78 |
$1,018,041 |
D/D |
(15,000) |
28,009,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-15 |
4 |
AS |
$67.85 |
$523,507 |
D/D |
(7,708) |
28,001,535 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-16 |
4 |
AS |
$66.29 |
$505,425 |
D/D |
(7,624) |
27,993,911 |
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 |
Chairman & CEO |
• • – |
2008-01-23 |
4 |
AS |
$60.07 |
$480,560 |
D/D |
(8,000) |
27,983,845 |
0 |
- |
|
1684 Records found
|
|
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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|
