| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,687,931 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,197,615,197 |
|
|
|
Indirect Value
|
$1,466,778,716 |
|
|
| Total
Shares |
15,590,594 |
|
|
| Total
Value |
$4,664,393,913 |
|
|
|
|
|
|
|
|
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... |
2024-05-20 |
10,687,931 |
2024-05-20 |
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 :
1682 |
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 |
• • – |
2007-06-18 |
4 |
AS |
$48.67 |
$24,391 |
D/D |
(500) |
29,076,345 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-17 |
4 |
AS |
$48.68 |
$352,222 |
D/D |
(7,236) |
25,559,458 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-01 |
4 |
AS |
$48.73 |
$654,128 |
D/D |
(13,400) |
28,833,393 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-16 |
4 |
AS |
$48.78 |
$785,292 |
D/D |
(16,100) |
25,838,413 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-22 |
4 |
AS |
$48.81 |
$414,854 |
D/D |
(8,500) |
25,550,958 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-18 |
4 |
AS |
$48.81 |
$502,729 |
D/D |
(10,300) |
25,335,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-18 |
4 |
AS |
$48.82 |
$732,311 |
D/D |
(15,000) |
25,985,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-09 |
4 |
AS |
$48.82 |
$415,000 |
D/D |
(8,500) |
25,593,146 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-25 |
4 |
AS |
$48.84 |
$1,709,859 |
D/D |
(35,000) |
28,881,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-11 |
4 |
AS |
$48.84 |
$113,498 |
D/D |
(2,324) |
25,747,636 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-16 |
4 |
AS |
$48.87 |
$393,371 |
D/D |
(8,050) |
25,566,694 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-30 |
4 |
AS |
$48.99 |
$838,651 |
D/D |
(17,100) |
28,864,693 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-23 |
4 |
AS |
$48.99 |
$416,420 |
D/D |
(8,500) |
25,542,458 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-31 |
4 |
AS |
$49.00 |
$428,333 |
D/D |
(8,703) |
28,853,090 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-10 |
4 |
AS |
$49.01 |
$416,577 |
D/D |
(8,500) |
25,584,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-11 |
4 |
AS |
$49.05 |
$313,908 |
D/D |
(6,400) |
25,578,246 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-14 |
4 |
AS |
$49.13 |
$1,141,634 |
D/D |
(23,238) |
29,257,577 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-30 |
4 |
AS |
$49.13 |
$417,605 |
D/D |
(8,500) |
25,525,458 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-29 |
4 |
AS |
$49.15 |
$417,812 |
D/D |
(8,500) |
25,533,958 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-15 |
4 |
AS |
$49.17 |
$172,188 |
D/D |
(3,502) |
25,574,744 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-15 |
4 |
AS |
$49.25 |
$515,920 |
D/D |
(10,476) |
29,247,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-30 |
4 |
AS |
$49.25 |
$142,977 |
D/D |
(2,900) |
28,861,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-06 |
4 |
AS |
$49.25 |
$403,825 |
D/D |
(8,200) |
25,749,960 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-16 |
4 |
AS |
$49.27 |
$640,574 |
D/D |
(13,000) |
26,001,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-01 |
4 |
AS |
$49.33 |
$79,077 |
D/D |
(1,600) |
28,831,793 |
0 |
- |
|
1682 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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|
