| |
| |
|
| 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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 12 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 |
• • – |
2007-05-31 |
4 |
AS |
$47.49 |
$160,425 |
D/D |
(3,374) |
29,133,978 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-14 |
4 |
AS |
$39.15 |
$161,099 |
D/D |
(4,100) |
29,995,900 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-16 |
4 |
AS |
$57.16 |
$161,405 |
D/D |
(2,800) |
27,756,999 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.83 |
$161,545 |
D/D |
(2,600) |
28,593,245 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$58.91 |
$162,729 |
D/D |
(2,730) |
28,829,063 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-27 |
4 |
AS |
$45.80 |
$162,730 |
D/D |
(3,553) |
24,983,241 |
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 |
• • – |
2008-04-23 |
4 |
AS |
$55.24 |
$163,147 |
D/D |
(2,932) |
27,748,099 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-01 |
4 |
AS |
$279.83 |
$167,896 |
D/D |
(600) |
12,857,807 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-06 |
4 |
AS |
$263.30 |
$169,318 |
D/D |
(641) |
18,723,231 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-17 |
4 |
AS |
$34.99 |
$169,444 |
D/D |
(4,819) |
29,855,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-26 |
4 |
AS |
$36.92 |
$170,204 |
D/D |
(4,584) |
29,651,488 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$171,228 |
D/D |
(2,388) |
28,257,565 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-15 |
4 |
AS |
$49.17 |
$172,188 |
D/D |
(3,502) |
25,574,744 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-22 |
4 |
AS |
$35.25 |
$174,591 |
D/D |
(4,753) |
29,832,300 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-27 |
4 |
AS |
$147.60 |
$176,137 |
D/D |
(1,193) |
21,380,711 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-18 |
4 |
AS |
$60.63 |
$179,302 |
D/D |
(2,929) |
28,465,391 |
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 |
• • – |
2008-05-07 |
4 |
AS |
$74.82 |
$181,457 |
D/D |
(2,386) |
27,667,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-21 |
4 |
AS |
$67.48 |
$181,953 |
D/D |
(2,693) |
27,896,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-26 |
4 |
AS |
$46.54 |
$182,200 |
D/D |
(3,900) |
29,036,267 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-13 |
4 |
AS |
$64.65 |
$182,730 |
D/D |
(2,800) |
27,924,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-15 |
4 |
AS |
$57.76 |
$183,617 |
D/D |
(3,152) |
28,666,393 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-19 |
4 |
AS |
$63.19 |
$185,187 |
D/D |
(2,910) |
28,462,481 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-28 |
4 |
AS |
$36.98 |
$185,749 |
D/D |
(5,013) |
29,633,475 |
0 |
- |
|
1686 Records found
|
|
Page 12 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 |
| |
|
|
|
|
|
