| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,641,912 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,113,504,194 |
|
|
|
Indirect Value
|
$1,434,372,114 |
|
|
| Total
Shares |
15,544,575 |
|
|
| Total
Value |
$4,547,876,308 |
|
|
|
|
|
|
|
|
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... |
2024-06-05 |
10,641,912 |
2024-06-05 |
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 :
1693 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 19 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 |
• • – |
2009-10-28 |
4 |
AS |
$51.81 |
$57,141 |
D/D |
(1,103) |
26,072,103 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-12 |
4 |
AS |
$51.94 |
$471,577 |
D/D |
(9,000) |
26,113,006 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-13 |
4 |
AS |
$52.39 |
$15,718 |
D/D |
(300) |
26,112,706 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-26 |
4 |
AS |
$52.68 |
$443,641 |
D/D |
(8,300) |
26,075,206 |
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 |
• • – |
2009-10-27 |
4 |
AS |
$53.36 |
$106,714 |
D/D |
(2,000) |
26,073,206 |
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 |
• – – |
2008-09-30 |
4 |
AS |
$53.96 |
$539,599 |
D/D |
(10,000) |
27,327,313 |
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 |
• – – |
2008-10-21 |
4 |
AS |
$54.70 |
$78,549 |
D/D |
(1,436) |
27,239,142 |
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 |
• • – |
2008-04-23 |
4 |
AS |
$55.24 |
$163,147 |
D/D |
(2,932) |
27,748,099 |
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 |
• • – |
2008-04-22 |
4 |
AS |
$55.61 |
$25,358 |
D/D |
(456) |
27,756,099 |
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 |
• • – |
2008-04-21 |
4 |
AS |
$56.56 |
$22,643 |
D/D |
(400) |
27,756,555 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-16 |
4 |
AS |
$57.06 |
$297,893 |
D/D |
(5,200) |
27,759,699 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-16 |
4 |
AS |
$57.16 |
$161,405 |
D/D |
(2,800) |
27,756,999 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-28 |
4 |
AS |
$57.65 |
$324,495 |
D/D |
(5,614) |
27,742,485 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-28 |
4 |
AS |
$57.66 |
$138,180 |
D/D |
(2,386) |
27,740,099 |
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 |
• • – |
2008-04-29 |
4 |
AS |
$57.68 |
$364,346 |
D/D |
(6,301) |
27,733,798 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-29 |
4 |
AS |
$57.69 |
$98,417 |
D/D |
(1,699) |
27,732,099 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-15 |
4 |
AS |
$57.75 |
$684,901 |
D/D |
(11,848) |
28,669,945 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-15 |
4 |
AS |
$57.76 |
$183,617 |
D/D |
(3,152) |
28,666,393 |
0 |
- |
|
1693 Records found
|
|
Page 19 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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|
|
