| |
| |
|
| 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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Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 21 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 |
• • – |
2008-05-14 |
4 |
AS |
$73.83 |
$319,175 |
D/D |
(4,314) |
27,647,285 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-20 |
4 |
AS |
$45.71 |
$319,351 |
D/D |
(6,851) |
29,556,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.65 |
$319,617 |
D/D |
(4,320) |
27,660,169 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-06 |
4 |
AS |
$40.10 |
$320,814 |
D/D |
(8,000) |
26,394,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-07 |
4 |
AS |
$40.19 |
$321,508 |
D/D |
(8,000) |
26,386,710 |
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 |
• • – |
2009-06-30 |
4 |
AS |
$40.63 |
$325,050 |
D/D |
(8,000) |
26,410,730 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-26 |
4 |
AS |
$63.14 |
$326,067 |
D/D |
(5,164) |
27,423,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-26 |
4 |
AS |
$40.93 |
$327,471 |
D/D |
(8,000) |
26,550,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-08 |
4 |
AS |
$120.16 |
$327,685 |
D/D |
(2,727) |
22,342,847 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-21 |
4 |
AS |
$155.81 |
$328,114 |
D/D |
(2,102) |
19,839,679 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-20 |
4 |
AS |
$275.05 |
$328,771 |
D/D |
(1,195) |
13,582,291 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-27 |
4 |
AS |
$41.17 |
$329,343 |
D/D |
(8,000) |
26,481,459 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-20 |
4 |
AS |
$111.19 |
$331,162 |
D/D |
(2,975) |
22,662,035 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-01 |
4 |
AS |
$41.55 |
$332,416 |
D/D |
(8,000) |
2,642,730 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-06-13 |
4 |
AS |
$147.62 |
$333,220 |
D/D |
(2,256) |
21,910,665 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-15 |
4 |
AS |
$40.64 |
$333,291 |
D/D |
(8,000) |
26,354,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-01 |
4 |
AS |
$41.97 |
$335,768 |
D/D |
(8,000) |
26,465,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$62.86 |
$335,837 |
D/D |
(5,296) |
28,608,039 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-20 |
4 |
AS |
$45.10 |
$338,063 |
D/D |
(7,465) |
29,415,866 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-14 |
4 |
AS |
$48.39 |
$338,759 |
D/D |
(7,000) |
25,864,013 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-24 |
4 |
AS |
$60.45 |
$338,776 |
D/D |
(5,585) |
28,437,643 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-27 |
4 |
AS |
$45.10 |
$338,914 |
D/D |
(7,502) |
29,330,815 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-03 |
4 |
AS |
$46.82 |
$339,028 |
D/D |
(7,226) |
28,997,466 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-08 |
4 |
AS |
$42.44 |
$339,551 |
D/D |
(8,000) |
26,450,752 |
0 |
- |
|
1684 Records found
|
|
Page 21 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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|
