| |
| |
|
| 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 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 |
• • • |
2007-06-26 |
4 |
AS |
$46.48 |
$340,701 |
D/D |
(7,300) |
29,040,167 |
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 |
• • – |
2009-07-29 |
4 |
AS |
$46.57 |
$237,562 |
D/D |
(5,101) |
26,316,301 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-11 |
4 |
AS |
$46.60 |
$394,077 |
D/D |
(8,409) |
28,948,779 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-27 |
4 |
AS |
$46.60 |
$382,144 |
D/D |
(8,200) |
25,694,836 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-27 |
4 |
S |
$46.61 |
$231,484 |
D/D |
(4,944) |
29,019,507 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-27 |
4/A |
AS |
$46.61 |
$231,484 |
D/D |
(4,944) |
29,019,507 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-27 |
4 |
AS |
$46.62 |
$553,680 |
D/D |
(11,816) |
29,024,451 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-11 |
4 |
AS |
$46.62 |
$556,187 |
D/D |
(11,891) |
28,957,188 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-24 |
4 |
AS |
$46.63 |
$480,243 |
D/D |
(10,300) |
25,249,648 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-08 |
4 |
AS |
$46.63 |
$100,074 |
D/D |
(2,146) |
25,200,894 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-27 |
4 |
AS |
$46.64 |
$373,087 |
D/D |
(8,000) |
26,324,302 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-05 |
4 |
AS |
$46.71 |
$702,420 |
D/D |
(15,000) |
28,982,466 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-21 |
4 |
AS |
$46.72 |
$1,080,356 |
D/D |
(23,000) |
29,533,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-28 |
4 |
AS |
$46.73 |
$135,531 |
D/D |
(2,900) |
26,321,402 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-21 |
4 |
AS |
$46.73 |
$495,386 |
D/D |
(10,600) |
25,147,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-21 |
4 |
AS |
$46.75 |
$93,925 |
D/D |
(2,000) |
29,531,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-25 |
4 |
AS |
$46.77 |
$242,494 |
D/D |
(5,178) |
29,047,467 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-02 |
4 |
AS |
$46.78 |
$492,369 |
D/D |
(10,505) |
29,009,002 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-13 |
4 |
AS |
$46.79 |
$309,941 |
D/D |
(6,600) |
29,076,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-10 |
4 |
AS |
$46.79 |
$439,539 |
D/D |
(9,387) |
28,969,079 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-30 |
4 |
AS |
$46.81 |
$702,150 |
D/D |
(15,000) |
29,148,978 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-02 |
4 |
AS |
$46.82 |
$202,418 |
D/D |
(4,310) |
29,004,692 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-03 |
4 |
AS |
$46.82 |
$339,028 |
D/D |
(7,226) |
28,997,466 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-29 |
4 |
AS |
$46.83 |
$1,027,622 |
D/D |
(21,876) |
29,167,102 |
0 |
- |
|
1682 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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|
