| |
| |
|
| 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 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 |
• • – |
2009-05-12 |
4 |
AS |
$43.04 |
$73,176 |
D/D |
(1,700) |
26,575,684 |
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 |
• • – |
2009-05-19 |
4 |
AS |
$39.97 |
$39,972 |
D/D |
(1,000) |
26,566,684 |
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 |
• • – |
2009-05-26 |
4 |
AS |
$40.93 |
$327,471 |
D/D |
(8,000) |
26,550,684 |
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 |
Chairman & CEO |
• • – |
2009-05-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
61,225 |
26,489,459 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-28 |
4 |
AS |
$40.78 |
$306,132 |
D/D |
(7,507) |
26,473,952 |
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 |
• • – |
2009-06-02 |
4 |
AS |
$42.47 |
$306,909 |
D/D |
(7,200) |
26,458,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-08 |
4 |
AS |
$42.44 |
$339,551 |
D/D |
(8,000) |
26,450,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-09 |
4 |
AS |
$42.47 |
$339,754 |
D/D |
(8,000) |
26,442,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-10 |
4 |
AS |
$43.37 |
$73,080 |
D/D |
(1,685) |
26,441,067 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-16 |
4 |
AS |
$42.12 |
$150,192 |
D/D |
(3,566) |
26,437,501 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-17 |
4 |
AS |
$40.77 |
$57,081 |
D/D |
(1,400) |
26,436,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-22 |
4 |
AS |
$39.36 |
$3,936 |
D/D |
(100) |
26,435,601 |
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 |
• • – |
2009-06-24 |
4 |
AS |
$39.15 |
$313,221 |
D/D |
(8,000) |
26,419,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-29 |
4 |
AS |
$40.65 |
$35,406 |
D/D |
(871) |
26,418,730 |
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 |
• • – |
2009-07-01 |
4 |
AS |
$41.55 |
$332,416 |
D/D |
(8,000) |
2,642,730 |
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 |
• • – |
2009-07-08 |
4 |
AS |
$39.49 |
$315,890 |
D/D |
(8,000) |
26,378,710 |
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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|
