| |
| |
|
| 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 16 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 |
• • – |
2008-06-24 |
4 |
AS |
$72.41 |
$493,329 |
D/D |
(6,805) |
27,572,621 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.66 |
$260,794 |
D/D |
(3,600) |
27,564,026 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.65 |
$317,054 |
D/D |
(4,400) |
27,567,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-02 |
4 |
AS |
$69.79 |
$404,795 |
D/D |
(5,800) |
27,558,226 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-03 |
4 |
AS |
$68.20 |
$20,459 |
D/D |
(300) |
27,557,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-07 |
4 |
AS |
$67.48 |
$202,442 |
D/D |
(3,000) |
27,554,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-08 |
4 |
AS |
$66.45 |
$531,597 |
D/D |
(8,000) |
27,546,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-09 |
4 |
AS |
$67.10 |
$6,710 |
D/D |
(100) |
27,546,826 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-15 |
4 |
AS |
$62.18 |
$447,674 |
D/D |
(7,200) |
27,539,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-16 |
4 |
AS |
$61.46 |
$491,642 |
D/D |
(8,000) |
27,531,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-17 |
4 |
AS |
$62.65 |
$501,210 |
D/D |
(8,000) |
27,523,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-21 |
4 |
AS |
$63.78 |
$510,250 |
D/D |
(8,000) |
27,515,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-22 |
4 |
AS |
$63.83 |
$510,662 |
D/D |
(8,000) |
27,507,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-23 |
4 |
AS |
$64.71 |
$523,660 |
D/D |
(8,000) |
27,499,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-28 |
4 |
AS |
$63.05 |
$359,366 |
D/D |
(5,700) |
27,493,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-29 |
4 |
AS |
$63.63 |
$509,164 |
D/D |
(8,000) |
27,485,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-31 |
4 |
AS |
$63.40 |
$404,468 |
D/D |
(6,372) |
27,479,954 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-05 |
4 |
AS |
$64.17 |
$514,490 |
D/D |
(8,000) |
27,471,954 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-08 |
4 |
AS |
$63.92 |
$515,781 |
D/D |
(8,000) |
27,463,954 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-11 |
4 |
AS |
$65.93 |
$527,433 |
D/D |
(8,000) |
27,455,954 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-12 |
4 |
AS |
$67.36 |
$40,417 |
D/D |
(600) |
27,455,354 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-13 |
4 |
AS |
$65.07 |
$523,656 |
D/D |
(8,000) |
27,447,354 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-19 |
4 |
AS |
$64.46 |
$141,819 |
D/D |
(2,200) |
24,445,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-20 |
4 |
AS |
$63.00 |
$504,032 |
D/D |
(8,000) |
24,437,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-21 |
4 |
AS |
$62.99 |
$503,934 |
D/D |
(8,000) |
24,429,154 |
0 |
- |
|
1684 Records found
|
|
Page 16 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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|
