| |
| |
|
| 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 |
• • – |
2007-06-13 |
4 |
AS |
$46.83 |
$396,102 |
D/D |
(8,400) |
29,083,445 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-23 |
4 |
AS |
$46.83 |
$421,445 |
D/D |
(9,000) |
26,173,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-29 |
4 |
AS |
$46.95 |
$146,920 |
D/D |
(3,124) |
29,163,978 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-22 |
4 |
AS |
$46.96 |
$1,409,895 |
D/D |
(30,000) |
29,501,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-09 |
4 |
S |
$46.97 |
$681,113 |
D/D |
(14,500) |
25,871,013 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-05 |
4 |
AS |
$46.98 |
$23,492 |
D/D |
(500) |
26,299,801 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-01 |
4 |
AS |
$47.04 |
$284,568 |
D/D |
(6,050) |
25,688,786 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-02 |
4 |
AS |
$47.07 |
$284,773 |
D/D |
(6,050) |
25,682,736 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-31 |
4 |
AS |
$47.08 |
$551,713 |
D/D |
(11,626) |
29,137,352 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-03 |
4 |
AS |
$47.09 |
$485,002 |
D/D |
(10,300) |
25,407,458 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-07 |
4 |
AS |
$47.12 |
$127,211 |
D/D |
(2,700) |
25,203,040 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-03 |
4 |
AS |
$47.13 |
$285,147 |
D/D |
(6,050) |
25,676,686 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-11 |
4 |
AS |
$47.15 |
$516,215 |
D/D |
(10,928) |
29,092,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-11 |
4 |
AS |
$47.15 |
$665,392 |
D/D |
(14,072) |
29,103,573 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-12 |
4 |
AS |
$47.19 |
$537,950 |
D/D |
(11,400) |
25,490,858 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-30 |
4 |
AS |
$47.23 |
$425,095 |
D/D |
(9,000) |
26,146,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-12 |
4 |
AS |
$47.26 |
$37,880 |
D/D |
(800) |
29,091,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-29 |
4 |
AS |
$47.27 |
$425,410 |
D/D |
(9,000) |
26,155,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-25 |
4 |
AS |
$47.30 |
$946,132 |
D/D |
(20,000) |
25,949,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-16 |
4 |
AS |
$47.34 |
$473,483 |
D/D |
(10,000) |
27,250,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-04 |
4 |
AS |
$47.34 |
$487,637 |
D/D |
(10,300) |
25,397,158 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-09 |
4 |
AS |
$47.36 |
$189,950 |
D/D |
(4,000) |
28,978,466 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-14 |
4 |
AS |
$47.39 |
$540,254 |
D/D |
(11,400) |
25,468,058 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-11 |
4 |
AS |
$47.40 |
$4,693 |
D/D |
(99) |
26,291,702 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-13 |
4 |
AS |
$47.41 |
$540,446 |
D/D |
(11,400) |
25,479,458 |
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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|
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|
