| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,687,931 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,197,615,197 |
|
|
|
Indirect Value
|
$1,466,778,716 |
|
|
| Total
Shares |
15,590,594 |
|
|
| Total
Value |
$4,664,393,913 |
|
|
|
|
|
|
|
|
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... |
2024-05-20 |
10,687,931 |
2024-05-20 |
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 :
1682 |
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 |
• • • |
2007-09-25 |
4 |
AS |
$60.11 |
$104,041 |
D/D |
(1,724) |
28,421,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-18 |
4 |
AS |
$60.29 |
$81,299 |
D/D |
(1,345) |
27,836,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-11 |
4 |
AS |
$60.36 |
$287,525 |
D/D |
(4,724) |
28,524,935 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-11 |
4 |
AS |
$60.39 |
$202,166 |
D/D |
(3,324) |
28,510,391 |
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 |
• • • |
2007-09-24 |
4 |
AS |
$60.45 |
$426,107 |
D/D |
(7,033) |
28,443,228 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-11 |
4 |
AS |
$60.61 |
$683,535 |
D/D |
(11,220) |
28,513,715 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-18 |
4 |
AS |
$60.61 |
$386,017 |
D/D |
(6,301) |
28,468,320 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-11 |
4 |
AS |
$60.62 |
$220,486 |
D/D |
(3,600) |
27,851,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-18 |
4 |
AS |
$60.63 |
$179,302 |
D/D |
(2,929) |
28,465,391 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-18 |
4 |
AS |
$60.64 |
$359,977 |
D/D |
(5,770) |
28,474,621 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-10 |
4 |
AS |
$60.69 |
$712,148 |
D/D |
(11,728) |
28,529,659 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-24 |
4 |
AS |
$60.70 |
$85,492 |
D/D |
(1,400) |
28,436,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-10 |
4 |
AS |
$60.71 |
$12,143 |
D/D |
(200) |
27,855,552 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.75 |
$1,207,525 |
D/D |
(19,826) |
28,480,391 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.83 |
$394,784 |
D/D |
(6,417) |
28,500,217 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-11 |
4 |
AS |
$60.86 |
$214,732 |
D/D |
(3,500) |
27,848,452 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-20 |
4 |
AS |
$60.88 |
$487,242 |
D/D |
(8,000) |
27,820,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-14 |
4 |
AS |
$60.95 |
$103,792 |
D/D |
(1,700) |
27,765,499 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.97 |
$231,965 |
D/D |
(3,757) |
28,506,634 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-26 |
4 |
AS |
$61.15 |
$489,200 |
D/D |
(8,000) |
28,795,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-16 |
4 |
AS |
$61.46 |
$491,642 |
D/D |
(8,000) |
27,531,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-12 |
4 |
AS |
$61.52 |
$135,717 |
D/D |
(2,200) |
27,845,352 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-12 |
4 |
AS |
$61.53 |
$74,047 |
D/D |
(1,200) |
27,844,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-01 |
4 |
AS |
$61.54 |
$377,693 |
D/D |
(6,061) |
28,789,774 |
0 |
- |
|
1682 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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|
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|
