| |
| |
|
| 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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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 17 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 |
• – – |
2008-08-21 |
4/A |
AS |
$62.99 |
$503,934 |
D/D |
(8,000) |
27,429,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-26 |
4 |
AS |
$63.14 |
$326,067 |
D/D |
(5,164) |
27,423,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-27 |
4 |
AS |
$63.32 |
$506,575 |
D/D |
(8,000) |
27,415,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-28 |
4 |
AS |
$64.04 |
$512,355 |
D/D |
(8,000) |
27,407,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-02 |
4 |
AS |
$67.22 |
$538,673 |
D/D |
(8,000) |
27,399,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-03 |
4 |
AS |
$67.21 |
$537,712 |
D/D |
(8,000) |
27,391,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-05 |
4 |
AS |
$66.17 |
$72,783 |
D/D |
(1,100) |
27,390,890 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-08 |
4 |
AS |
$67.28 |
$538,274 |
D/D |
(8,000) |
27,382,890 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-09 |
4 |
AS |
$66.65 |
$146,629 |
D/D |
(2,200) |
27,380,490 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-10 |
4 |
AS |
$63.80 |
$12,759 |
D/D |
(200) |
27,382,690 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-11 |
4 |
AS |
$62.01 |
$410,514 |
D/D |
(6,620) |
27,373,870 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-16 |
4 |
AS |
$59.84 |
$143,614 |
D/D |
(2,400) |
27,371,470 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-17 |
4 |
AS |
$59.08 |
$5,908 |
D/D |
(100) |
27,371,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-18 |
4 |
AS |
$55.92 |
$559,239 |
D/D |
(10,000) |
27,361,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-19 |
4 |
AS |
$59.79 |
$620,678 |
D/D |
(10,000) |
27,351,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-23 |
4 |
AS |
$59.75 |
$3,466 |
D/D |
(58) |
27,351,312 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-24 |
4 |
AS |
$63.27 |
$253,094 |
D/D |
(4,000) |
27,347,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-25 |
4 |
AS |
$57.96 |
$579,643 |
D/D |
(10,000) |
27,337,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-30 |
4 |
AS |
$53.96 |
$539,599 |
D/D |
(10,000) |
27,327,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-01 |
4 |
AS |
$55.33 |
$553,292 |
D/D |
(10,000) |
27,317,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-03 |
4 |
AS |
$57.66 |
$589,884 |
D/D |
(10,000) |
27,307,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-07 |
4 |
AS |
$53.12 |
$358,042 |
D/D |
(6,735) |
27,300,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-08 |
4 |
AS |
$53.46 |
$538,613 |
D/D |
(10,000) |
27,290,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-09 |
4 |
AS |
$55.04 |
$551,400 |
D/D |
(10,000) |
27,280,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-13 |
4 |
AS |
$46.25 |
$488,023 |
D/D |
(10,000) |
27,270,578 |
0 |
- |
|
1684 Records found
|
|
Page 17 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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|
