| |
| |
|
| 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 20 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 |
• • • |
2007-08-29 |
4 |
AS |
$61.63 |
$307,384 |
D/D |
(4,946) |
28,572,938 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-07 |
4 |
AS |
$64.88 |
$307,524 |
D/D |
(4,734) |
27,775,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-18 |
4 |
AS |
$38.51 |
$308,081 |
D/D |
(8,000) |
567,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-18 |
4/A |
AS |
$38.51 |
$308,081 |
D/D |
(8,000) |
26,567,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-02 |
4 |
AS |
$63.96 |
$308,656 |
D/D |
(4,792) |
28,359,887 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-05 |
4 |
AS |
$150.66 |
$309,613 |
D/D |
(2,055) |
21,705,857 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-28 |
4 |
AS |
$36.53 |
$309,799 |
D/D |
(8,432) |
29,813,768 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-19 |
4 |
AS |
$48.25 |
$309,835 |
D/D |
(6,400) |
29,069,945 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-13 |
4 |
AS |
$46.79 |
$309,941 |
D/D |
(6,600) |
29,076,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-23 |
4 |
AS |
$38.80 |
$310,412 |
D/D |
(8,000) |
26,427,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-09 |
4 |
AS |
$69.61 |
$312,396 |
D/D |
(4,467) |
27,601,725 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-24 |
4 |
AS |
$39.15 |
$313,221 |
D/D |
(8,000) |
26,419,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-24 |
4 |
AS |
$278.16 |
$313,847 |
D/D |
(1,116) |
13,023,200 |
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 |
• • – |
2009-10-07 |
4 |
AS |
$49.53 |
$314,052 |
D/D |
(6,341) |
26,122,006 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-13 |
4 |
AS |
$39.29 |
$314,318 |
D/D |
(8,000) |
26,370,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-08 |
4 |
AS |
$39.49 |
$315,890 |
D/D |
(8,000) |
26,378,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-13 |
4 |
AS |
$36.74 |
$315,967 |
D/D |
(8,522) |
29,714,451 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-20 |
4 |
AS |
$39.54 |
$316,340 |
D/D |
(8,000) |
26,558,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-01 |
4 |
AS |
$61.89 |
$316,933 |
D/D |
(5,062) |
28,377,331 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.65 |
$317,054 |
D/D |
(4,400) |
27,567,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-01 |
4 |
AS |
$125.91 |
$317,285 |
D/D |
(2,520) |
22,365,851 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-19 |
4 |
AS |
$37.70 |
$318,415 |
D/D |
(8,392) |
29,960,236 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-14 |
4 |
AS |
$39.89 |
$319,126 |
D/D |
(8,000) |
26,362,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-20 |
4 |
AS |
$39.89 |
$319,126 |
D/D |
(8,000) |
26,346,710 |
0 |
- |
|
1684 Records found
|
|
Page 20 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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|
