| |
| |
|
| 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* |
|
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|
|
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|
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|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 13 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 |
• • – |
2008-03-11 |
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 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-24 |
4 |
AS |
$63.52 |
$99,584 |
D/D |
(1,549) |
27,812,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-25 |
4 |
AS |
$65.75 |
$526,607 |
D/D |
(8,000) |
27,804,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-26 |
4 |
AS |
$65.00 |
$20,611 |
D/D |
(317) |
28,803,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-26 |
4 |
AS |
$61.15 |
$489,200 |
D/D |
(8,000) |
28,795,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-01 |
4 |
AS |
$61.99 |
$122,122 |
D/D |
(1,939) |
28,787,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-01 |
4 |
AS |
$61.54 |
$377,693 |
D/D |
(6,061) |
28,789,774 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-02 |
4 |
AS |
$65.55 |
$524,452 |
D/D |
(8,000) |
28,779,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-07 |
4 |
AS |
$64.88 |
$307,524 |
D/D |
(4,734) |
27,775,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-08 |
4 |
AS |
$64.36 |
$514,900 |
D/D |
(8,000) |
27,767,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-09 |
4 |
AS |
$64.60 |
$26,007 |
D/D |
(402) |
27,767,199 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-14 |
4 |
AS |
$60.95 |
$103,792 |
D/D |
(1,700) |
27,765,499 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-15 |
4 |
AS |
$59.08 |
$29,619 |
D/D |
(500) |
27,764,999 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-16 |
4 |
AS |
$57.06 |
$297,893 |
D/D |
(5,200) |
27,759,699 |
0 |
- |
|
| 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 |
• • – |
2008-04-21 |
4 |
AS |
$56.56 |
$22,643 |
D/D |
(400) |
27,756,555 |
0 |
- |
|
1686 Records found
|
|
Page 13 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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|
