| |
| |
|
| 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* |
|
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|
|
|
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|
|
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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 14 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 |
• • – |
2008-05-05 |
4 |
AS |
$71.68 |
$261,818 |
D/D |
(3,522) |
27,717,899 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-05 |
4 |
AS |
$73.02 |
$29,580 |
D/D |
(400) |
27,717,499 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-06 |
4 |
AS |
$74.96 |
$592,298 |
D/D |
(7,900) |
27,709,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-07 |
4 |
AS |
$75.49 |
$213,471 |
D/D |
(2,800) |
27,672,699 |
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 |
• • – |
2008-05-07 |
4 |
AS |
$75.12 |
$206,607 |
D/D |
(2,714) |
27,669,985 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.65 |
$319,617 |
D/D |
(4,320) |
27,660,169 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.95 |
$42,327 |
D/D |
(570) |
27,659,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.67 |
$230,785 |
D/D |
(3,110) |
27,664,489 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-13 |
4 |
AS |
$73.49 |
$434,790 |
D/D |
(5,895) |
27,653,704 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-13 |
4 |
AS |
$73.50 |
$155,484 |
D/D |
(2,105) |
27,651,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-14 |
4 |
AS |
$73.83 |
$319,175 |
D/D |
(4,314) |
27,647,285 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-14 |
4 |
AS |
$73.82 |
$198,710 |
D/D |
(2,686) |
27,644,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-19 |
4 |
AS |
$73.39 |
$232,247 |
D/D |
(3,145) |
27,641,454 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-19 |
4 |
AS |
$73.30 |
$262,126 |
D/D |
(3,562) |
27,637,892 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-20 |
4 |
AS |
$72.58 |
$72,611 |
D/D |
(1,000) |
27,636,892 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-21 |
4 |
AS |
$72.01 |
$137,476 |
D/D |
(1,900) |
27,634,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-27 |
4 |
AS |
$69.13 |
$83,519 |
D/D |
(1,200) |
27,626,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-27 |
4 |
AS |
$68.71 |
$270,371 |
D/D |
(3,900) |
27,628,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-27 |
4 |
AS |
$68.70 |
$201,320 |
D/D |
(2,900) |
27,632,092 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-28 |
4 |
AS |
$69.94 |
$266,022 |
D/D |
(3,800) |
27,623,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$70.77 |
$266,814 |
D/D |
(3,696) |
27,619,496 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$71.80 |
$253,516 |
D/D |
(3,504) |
27,615,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$70.32 |
$56,725 |
D/D |
(800) |
27,615,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-02 |
4 |
AS |
$70.84 |
$14,224 |
D/D |
(200) |
27,614,992 |
0 |
- |
|
1684 Records found
|
|
Page 14 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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|
