| |
| |
|
| 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 |
• – – |
2008-09-25 |
4 |
AS |
$57.96 |
$579,643 |
D/D |
(10,000) |
27,337,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-14 |
4 |
AS |
$58.07 |
$23,228 |
D/D |
(400) |
28,667,145 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-30 |
4 |
AS |
$58.25 |
$251,100 |
D/D |
(4,300) |
27,725,499 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-30 |
4 |
AS |
$58.28 |
$134,503 |
D/D |
(2,300) |
27,729,799 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$58.77 |
$358,732 |
D/D |
(6,000) |
28,819,844 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$58.82 |
$967,734 |
D/D |
(15,819) |
28,786,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$58.91 |
$162,729 |
D/D |
(2,730) |
28,829,063 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$59.00 |
$492,653 |
D/D |
(8,223) |
28,811,621 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-15 |
4 |
AS |
$59.08 |
$29,619 |
D/D |
(500) |
27,764,999 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-17 |
4 |
AS |
$59.08 |
$5,908 |
D/D |
(100) |
27,371,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$59.22 |
$546,692 |
D/D |
(9,009) |
28,802,612 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$59.44 |
$197,134 |
D/D |
(3,219) |
28,825,844 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-14 |
4 |
AS |
$59.49 |
$893,021 |
D/D |
(15,000) |
28,681,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-13 |
4 |
AS |
$59.72 |
$653,337 |
D/D |
(10,910) |
28,708,516 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-13 |
4 |
AS |
$59.72 |
$443,571 |
D/D |
(7,367) |
28,719,426 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-13 |
4 |
AS |
$59.72 |
$700,247 |
D/D |
(11,723) |
28,696,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-23 |
4 |
AS |
$59.75 |
$3,466 |
D/D |
(58) |
27,351,312 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-19 |
4 |
AS |
$59.79 |
$620,678 |
D/D |
(10,000) |
27,351,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-25 |
4 |
AS |
$59.80 |
$302,723 |
D/D |
(5,000) |
28,426,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-16 |
4 |
AS |
$59.84 |
$143,614 |
D/D |
(2,400) |
27,371,470 |
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 |
• • • |
2007-09-25 |
4 |
AS |
$59.95 |
$221,807 |
D/D |
(3,627) |
28,422,967 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-18 |
4 |
AS |
$60.01 |
$401,592 |
D/D |
(6,655) |
27,837,497 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-20 |
4 |
AS |
$60.06 |
$538,704 |
D/D |
(8,710) |
28,650,650 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-23 |
4 |
AS |
$60.07 |
$480,560 |
D/D |
(8,000) |
27,983,845 |
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 |
| |
|
|
|
|
|
