| |
| |
|
| 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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1684 |
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 |
• • – |
2008-02-13 |
4 |
AS |
$64.65 |
$182,730 |
D/D |
(2,800) |
27,924,845 |
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 |
• • – |
2008-02-19 |
4 |
AS |
$37.79 |
$416,918 |
D/D |
(6,281) |
27,909,364 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-20 |
4 |
AS |
$66.83 |
$535,205 |
D/D |
(8,000) |
27,899,645 |
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 |
• • – |
2008-02-25 |
4 |
AS |
$63.31 |
$506,786 |
D/D |
(8,000) |
27,888,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-26 |
4 |
AS |
$64.27 |
$87,261 |
D/D |
(1,348) |
27,880,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-26 |
4 |
AS |
$64.42 |
$436,046 |
D/D |
(6,652) |
27,882,300 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-27 |
4 |
AS |
$66.55 |
$79,868 |
D/D |
(1,200) |
27,879,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-04 |
4 |
AS |
$63.74 |
$395,906 |
D/D |
(6,138) |
27,873,614 |
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 |
Chairman & CEO |
• • – |
2008-03-05 |
4 |
AS |
$63.44 |
$509,134 |
D/D |
(8,000) |
27,863,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-06 |
4 |
AS |
$63.90 |
$511,707 |
D/D |
(8,000) |
27,855,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-10 |
4 |
AS |
$60.71 |
$12,143 |
D/D |
(200) |
27,855,552 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-11 |
4 |
AS |
$60.86 |
$214,732 |
D/D |
(3,500) |
27,848,452 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-11 |
4 |
AS |
$60.62 |
$220,486 |
D/D |
(3,600) |
27,851,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-11 |
4 |
AS |
$61.67 |
$55,662 |
D/D |
(900) |
27,847,552 |
0 |
- |
|
| 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 |
Chairman & CEO |
• • – |
2008-03-12 |
4 |
AS |
$61.53 |
$74,047 |
D/D |
(1,200) |
27,844,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-18 |
4 |
AS |
$60.01 |
$401,592 |
D/D |
(6,655) |
27,837,497 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-18 |
4 |
AS |
$60.29 |
$81,299 |
D/D |
(1,345) |
27,836,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-19 |
4 |
AS |
$62.82 |
$208,485 |
D/D |
(3,304) |
27,828,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-19 |
4 |
AS |
$62.49 |
$295,127 |
D/D |
(4,696) |
27,831,456 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-20 |
4 |
AS |
$60.88 |
$487,242 |
D/D |
(8,000) |
27,820,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-24 |
4 |
AS |
$62.94 |
$411,479 |
D/D |
(6,451) |
27,813,701 |
0 |
- |
|
1684 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 |
| |
|
|
|
|
|
