| |
| |
|
| 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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 18 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 |
• – – |
2008-10-20 |
4 |
AS |
$51.58 |
$505,533 |
D/D |
(9,800) |
27,240,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-21 |
4 |
AS |
$54.70 |
$78,549 |
D/D |
(1,436) |
27,239,142 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-23 |
4 |
AS |
$50.49 |
$10,653 |
D/D |
(211) |
27,238,931 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-27 |
4 |
AS |
$42.67 |
$68,270 |
D/D |
(1,600) |
27,237,331 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-28 |
4 |
AS |
$40.86 |
$69,470 |
D/D |
(1,700) |
27,235,631 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-29 |
4 |
AS |
$39.94 |
$1,174,142 |
D/D |
(29,400) |
27,206,231 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-04 |
4 |
AS |
$35.29 |
$883,014 |
D/D |
(25,000) |
27,181,231 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-05 |
4 |
AS |
$35.56 |
$533,418 |
D/D |
(15,000) |
27,166,231 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-07 |
4 |
AS |
$33.45 |
$501,803 |
D/D |
(15,000) |
27,151,231 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-10 |
4 |
AS |
$33.80 |
$207,200 |
D/D |
(6,130) |
27,145,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-11 |
4 |
AS |
$31.79 |
$635,802 |
D/D |
(20,000) |
27,125,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-12 |
4 |
AS |
$32.06 |
$641,252 |
D/D |
(20,000) |
27,105,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-17 |
4 |
AS |
$30.01 |
$427,617 |
D/D |
(14,248) |
27,090,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-18 |
4 |
AS |
$29.63 |
$740,678 |
D/D |
(25,000) |
27,065,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-24 |
4 |
AS |
$28.97 |
$579,474 |
D/D |
(20,000) |
27,045,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-25 |
4 |
AS |
$30.07 |
$601,308 |
D/D |
(20,000) |
27,025,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-26 |
4 |
AS |
$30.42 |
$613,169 |
D/D |
(20,000) |
27,005,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-12-02 |
4 |
AS |
$29.83 |
$596,696 |
D/D |
(20,000) |
26,985,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-12-03 |
4 |
AS |
$29.89 |
$608,378 |
D/D |
(20,000) |
26,965,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-12-08 |
4 |
AS |
$31.96 |
$731,943 |
D/D |
(22,902) |
26,942,951 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-12-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
16,705 |
26,926,246 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-05 |
4 |
AS |
$36.81 |
$265,050 |
D/D |
(7,200) |
26,919,046 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-06 |
4 |
AS |
$37.76 |
$271,884 |
D/D |
(7,200) |
26,911,846 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-07 |
4 |
AS |
$38.05 |
$273,926 |
D/D |
(7,200) |
26,904,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-12 |
4 |
AS |
$36.58 |
$25,606 |
D/D |
(700) |
26,903,946 |
0 |
- |
|
1684 Records found
|
|
Page 18 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 |
| |
|
|
|
|
|
