| |
| |
|
| 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 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 |
• • – |
2006-12-19 |
4 |
AS |
$45.07 |
$712,988 |
D/D |
(15,786) |
29,428,487 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-20 |
4 |
AS |
$45.10 |
$338,063 |
D/D |
(7,465) |
29,415,866 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-27 |
4 |
AS |
$45.10 |
$338,914 |
D/D |
(7,502) |
29,330,815 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-17 |
4 |
AS |
$45.12 |
$272,997 |
D/D |
(6,050) |
25,655,496 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-29 |
4 |
AS |
$45.13 |
$667,026 |
D/D |
(14,725) |
29,297,872 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-29 |
4 |
AS |
$45.15 |
$39,416 |
D/D |
(872) |
29,297,000 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-03 |
4 |
AS |
$45.17 |
$364,693 |
D/D |
(8,000) |
26,308,301 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-28 |
4 |
AS |
$45.18 |
$824,919 |
D/D |
(18,218) |
29,312,597 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4 |
AS |
$45.19 |
$286,945 |
D/D |
(6,299) |
29,590,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-09 |
4 |
AS |
$45.19 |
$273,388 |
D/D |
(6,050) |
25,668,396 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-05 |
4 |
AS |
$45.21 |
$208,321 |
D/D |
(4,558) |
29,475,844 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-19 |
4 |
AS |
$45.22 |
$163,008 |
D/D |
(3,590) |
29,425,897 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-11 |
4 |
AS |
$45.27 |
$33,350 |
D/D |
(736) |
29,469,153 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-05 |
4 |
AS |
$45.32 |
$57,845 |
D/D |
(1,265) |
29,480,402 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-20 |
4 |
AS |
$45.34 |
$71,315 |
D/D |
(1,566) |
29,423,331 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-17 |
4 |
AS |
$45.36 |
$200,913 |
D/D |
(4,400) |
29,576,309 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-18 |
4 |
AS |
$45.36 |
$204,304 |
D/D |
(4,500) |
29,444,273 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-09 |
4 |
AS |
$45.51 |
$443,708 |
D/D |
(9,750) |
24,936,323 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-02 |
4 |
AS |
$45.52 |
$386,955 |
D/D |
(8,500) |
25,617,946 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-16 |
4 |
AS |
$45.56 |
$292,431 |
D/D |
(6,407) |
29,580,709 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-08 |
4 |
AS |
$45.57 |
$102,073 |
D/D |
(2,240) |
25,674,446 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-28 |
4 |
AS |
$45.59 |
$390,580 |
D/D |
(8,568) |
24,974,673 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-04 |
4 |
AS |
$45.61 |
$9,122 |
D/D |
(200) |
25,610,146 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-26 |
4 |
AS |
$45.63 |
$565,791 |
D/D |
(12,400) |
24,986,794 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-06 |
4 |
AS |
$45.67 |
$197,132 |
D/D |
(4,285) |
29,471,559 |
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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|
