| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,641,912 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,113,504,194 |
|
|
|
Indirect Value
|
$1,434,372,114 |
|
|
| Total
Shares |
15,544,575 |
|
|
| Total
Value |
$4,547,876,308 |
|
|
|
|
|
|
|
|
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... |
2024-06-05 |
10,641,912 |
2024-06-05 |
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 :
1693 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 15 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 |
• • – |
2007-05-31 |
4 |
AS |
$47.49 |
$160,425 |
D/D |
(3,374) |
29,133,978 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-25 |
4 |
AS |
$47.50 |
$90,253 |
D/D |
(1,900) |
25,711,036 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-05 |
4 |
AS |
$47.52 |
$480,364 |
D/D |
(10,108) |
29,117,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-01 |
4 |
AS |
$47.57 |
$24,163 |
D/D |
(508) |
25,228,540 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-24 |
4 |
AS |
$47.60 |
$142,809 |
D/D |
(3,000) |
25,969,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-02 |
4 |
AS |
$47.63 |
$542,932 |
D/D |
(11,400) |
25,217,140 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-07 |
4 |
AS |
$47.67 |
$4,767 |
D/D |
(100) |
25,502,258 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-26 |
4 |
AS |
$47.67 |
$492,300 |
D/D |
(10,300) |
25,229,048 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-05 |
4 |
AS |
$47.68 |
$429,087 |
D/D |
(9,000) |
26,137,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-17 |
4 |
AS |
$47.68 |
$491,123 |
D/D |
(10,300) |
25,345,658 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-03 |
4 |
AS |
$47.68 |
$543,581 |
D/D |
(11,400) |
25,205,740 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-10 |
4 |
AS |
$47.73 |
$381,809 |
D/D |
(8,000) |
26,291,801 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-05 |
4 |
AS |
$47.78 |
$546,741 |
D/D |
(11,400) |
25,513,758 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-04 |
4 |
AS |
$47.80 |
$297,585 |
D/D |
(6,225) |
29,127,753 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-05 |
4 |
AS |
$47.87 |
$493,094 |
D/D |
(10,300) |
25,386,858 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-02 |
4 |
AS |
$47.91 |
$718,797 |
D/D |
(15,000) |
25,904,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-10 |
4 |
AS |
$47.99 |
$496,490 |
D/D |
(10,300) |
25,376,558 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-06 |
4 |
AS |
$48.00 |
$547,224 |
D/D |
(11,400) |
25,502,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-23 |
4 |
AS |
$48.01 |
$398,454 |
D/D |
(8,300) |
29,188,978 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-19 |
4 |
AS |
$48.02 |
$547,428 |
D/D |
(11,400) |
25,456,658 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-21 |
4 |
AS |
$48.05 |
$960,974 |
D/D |
(20,000) |
25,818,413 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-16 |
4 |
AS |
$48.08 |
$230,924 |
D/D |
(4,800) |
28,943,979 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-28 |
4 |
AS |
$48.08 |
$613,126 |
D/D |
(12,753) |
25,790,245 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-21 |
4 |
AS |
$48.09 |
$527,201 |
D/D |
(10,963) |
29,202,371 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-12 |
4 |
AS |
$48.09 |
$495,298 |
D/D |
(10,300) |
25,355,958 |
0 |
- |
|
1693 Records found
|
|
Page 15 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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|
