| |
| |
|
| 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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|
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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 |
• • – |
2009-03-16 |
4 |
AS |
$32.55 |
$260,402 |
D/D |
(8,000) |
26,733,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-18 |
4 |
AS |
$31.39 |
$238,566 |
D/D |
(7,600) |
26,725,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-23 |
4 |
AS |
$33.42 |
$267,699 |
D/D |
(8,000) |
26,717,671 |
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 |
• • – |
2009-03-25 |
4 |
AS |
$34.80 |
$278,422 |
D/D |
(8,000) |
26,701,671 |
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 |
• • – |
2009-03-31 |
4 |
AS |
$34.13 |
$273,078 |
D/D |
(8,000) |
26,685,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-01 |
4 |
AS |
$33.90 |
$44,072 |
D/D |
(1,300) |
26,684,371 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-06 |
4 |
AS |
$32.04 |
$81,401 |
D/D |
(2,541) |
26,681,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-07 |
4 |
AS |
$31.56 |
$252,476 |
D/D |
(8,000) |
26,673,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-08 |
4 |
AS |
$31.52 |
$252,153 |
D/D |
(8,000) |
26,665,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-13 |
4 |
AS |
$32.04 |
$256,313 |
D/D |
(8,000) |
26,657,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-14 |
4 |
AS |
$32.15 |
$257,163 |
D/D |
(8,000) |
26,649,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-15 |
4 |
AS |
$32.44 |
$259,510 |
D/D |
(8,000) |
26,641,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-20 |
4 |
AS |
$32.44 |
$19,463 |
D/D |
(600) |
26,641,230 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-21 |
4 |
AS |
$33.42 |
$267,325 |
D/D |
(8,000) |
26,633,230 |
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 |
Chairman & CEO |
• • – |
2009-04-27 |
4 |
AS |
$35.97 |
$287,726 |
D/D |
(8,000) |
26,617,230 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-28 |
4 |
AS |
$35.90 |
$287,183 |
D/D |
(8,000) |
26,609,530 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-29 |
4 |
AS |
$37.21 |
$297,714 |
D/D |
(8,000) |
26,601,530 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-04 |
4 |
AS |
$43.79 |
$343,583 |
D/D |
(7,846) |
26,593,384 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-05 |
4 |
AS |
$43.55 |
$348,381 |
D/D |
(8,000) |
26,585,384 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-06 |
4 |
AS |
$43.03 |
$17,212 |
D/D |
(400) |
26,435,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-11 |
4 |
AS |
$42.48 |
$339,834 |
D/D |
(8,000) |
26,577,384 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-12 |
4 |
AS |
$43.04 |
$73,176 |
D/D |
(1,700) |
26,575,684 |
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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|
|
|
