| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,687,931 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,197,615,197 |
|
|
|
Indirect Value
|
$1,466,778,716 |
|
|
| Total
Shares |
15,590,594 |
|
|
| Total
Value |
$4,664,393,913 |
|
|
|
|
|
|
|
|
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... |
2024-05-20 |
10,687,931 |
2024-05-20 |
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 :
1682 |
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 |
• • – |
2006-11-20 |
4 |
AS |
$45.71 |
$281,680 |
D/D |
(6,082) |
29,563,660 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-20 |
4 |
AS |
$45.71 |
$319,351 |
D/D |
(6,851) |
29,556,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-02 |
4 |
AS |
$45.71 |
$447,784 |
D/D |
(9,750) |
24,964,923 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-22 |
4 |
AS |
$45.74 |
$503,141 |
D/D |
(11,000) |
25,136,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-21 |
4 |
AS |
$45.76 |
$265,382 |
D/D |
(5,800) |
26,191,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-04 |
4 |
AS |
$45.77 |
$446,286 |
D/D |
(9,750) |
24,946,073 |
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 |
• • – |
2009-09-22 |
4 |
AS |
$45.85 |
$419,184 |
D/D |
(9,000) |
26,182,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-06 |
4 |
AS |
$45.87 |
$76,798 |
D/D |
(1,670) |
29,469,889 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-03 |
4 |
AS |
$45.96 |
$349,303 |
D/D |
(7,600) |
25,610,346 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-16 |
4 |
AS |
$46.04 |
$524,899 |
D/D |
(11,400) |
25,158,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-15 |
4 |
AS |
$46.05 |
$524,977 |
D/D |
(11,400) |
25,169,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-14 |
4 |
AS |
$46.07 |
$506,785 |
D/D |
(11,000) |
25,180,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-20 |
4 |
AS |
$46.17 |
$304,815 |
D/D |
(6,567) |
29,579,742 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-30 |
4 |
AS |
$46.22 |
$693,269 |
D/D |
(15,000) |
25,934,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-01 |
4 |
AS |
$46.22 |
$693,269 |
D/D |
(15,000) |
25,919,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-13 |
4 |
AS |
$46.25 |
$488,023 |
D/D |
(10,000) |
27,270,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-12 |
4 |
AS |
$46.31 |
$370,473 |
D/D |
(8,000) |
26,283,702 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-04 |
4 |
AS |
$46.34 |
$370,714 |
D/D |
(8,000) |
26,300,301 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-03 |
4 |
AS |
$46.37 |
$421,962 |
D/D |
(9,100) |
24,955,823 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-28 |
4 |
AS |
$46.40 |
$424,724 |
D/D |
(9,000) |
26,164,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-09 |
4 |
AS |
$46.40 |
$412,937 |
D/D |
(8,900) |
25,191,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-25 |
4 |
AS |
$46.43 |
$478,218 |
D/D |
(10,300) |
25,239,348 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-27 |
4 |
AS |
$46.46 |
$18,606 |
D/D |
(400) |
29,501,409 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-26 |
4 |
AS |
$46.46 |
$371,651 |
D/D |
(8,000) |
25,703,036 |
0 |
- |
|
1682 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 |
| |
|
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|
