| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,725 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,114,627,577 |
|
|
|
Indirect Value
|
$1,431,283,436 |
|
|
| Total
Shares |
15,571,388 |
|
|
| Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1686 |
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 |
• • – |
2008-05-27 |
4 |
AS |
$68.71 |
$270,371 |
D/D |
(3,900) |
27,628,192 |
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 |
Executive Chairman |
• • • |
2019-09-26 |
4 |
AS |
$149.64 |
$271,968 |
D/D |
(1,817) |
21,381,904 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-16 |
4 |
AS |
$45.05 |
$272,527 |
D/D |
(6,050) |
25,661,546 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-26 |
4 |
AS |
$237.64 |
$272,760 |
D/D |
(1,140) |
12,339,463 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-17 |
4 |
AS |
$45.12 |
$272,997 |
D/D |
(6,050) |
25,655,496 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-31 |
4 |
AS |
$34.13 |
$273,078 |
D/D |
(8,000) |
26,685,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-09 |
4 |
AS |
$45.19 |
$273,388 |
D/D |
(6,050) |
25,668,396 |
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 |
• • – |
2009-03-30 |
4 |
AS |
$34.30 |
$274,417 |
D/D |
(8,000) |
26,693,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-22 |
4 |
AS |
$34.71 |
$277,649 |
D/D |
(8,000) |
26,625,230 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-08 |
4 |
AS |
$158.09 |
$277,736 |
D/D |
(1,756) |
21,264,281 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-31 |
4 |
AS |
$49.51 |
$277,739 |
D/D |
(5,597) |
28,847,493 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-25 |
4 |
AS |
$34.80 |
$278,422 |
D/D |
(8,000) |
26,701,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-21 |
4 |
AS |
$34.91 |
$278,870 |
D/D |
(7,900) |
29,847,100 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-03 |
4 |
AS |
$294.24 |
$279,530 |
D/D |
(950) |
12,994,208 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-21 |
4 |
AS |
$43.76 |
$280,392 |
D/D |
(6,408) |
26,340,302 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-23 |
4 |
AS |
$54.67 |
$281,163 |
D/D |
(5,068) |
27,751,031 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-20 |
4 |
AS |
$45.71 |
$281,680 |
D/D |
(6,082) |
29,563,660 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-25 |
4 |
AS |
$59.86 |
$282,445 |
D/D |
(4,649) |
28,431,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-24 |
4 |
AS |
$35.28 |
$283,557 |
D/D |
(8,000) |
26,709,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-01 |
4 |
AS |
$47.04 |
$284,568 |
D/D |
(6,050) |
25,688,786 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-02 |
4 |
AS |
$47.07 |
$284,773 |
D/D |
(6,050) |
25,682,736 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-08 |
4 |
AS |
$64.84 |
$284,914 |
D/D |
(4,314) |
28,760,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-03 |
4 |
AS |
$47.13 |
$285,147 |
D/D |
(6,050) |
25,676,686 |
0 |
- |
|
1686 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 |
| |
|
|
|
|
|
