|
|
|
Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
|
|
Insider
Summary: |
|
|
|
Companies Owned : |
2 |
|
Direct
Shares |
10,668,725 |
|
Indirect Shares
|
4,902,663 |
|
|
Direct
Value |
$3,114,627,577 |
|
|
Indirect Value
|
$1,431,283,436 |
|
|
Total
Shares |
15,571,388 |
|
|
Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
4,902,663 |
Premium* |
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
|
Download |
Page 22 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 |
|
2009-07-13 |
4 |
AS |
$39.29 |
$314,318 |
D/D |
(8,000) |
26,370,710 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-14 |
4 |
AS |
$39.89 |
$319,126 |
D/D |
(8,000) |
26,362,710 |
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 |
|
2009-07-20 |
4 |
AS |
$39.89 |
$319,126 |
D/D |
(8,000) |
26,346,710 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-21 |
4 |
AS |
$43.76 |
$280,392 |
D/D |
(6,408) |
26,340,302 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-22 |
4 |
AS |
$43.87 |
$354,252 |
D/D |
(8,000) |
26,332,302 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-27 |
4 |
AS |
$46.64 |
$373,087 |
D/D |
(8,000) |
26,324,302 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-28 |
4 |
AS |
$46.73 |
$135,531 |
D/D |
(2,900) |
26,321,402 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-29 |
4 |
AS |
$46.57 |
$237,562 |
D/D |
(5,101) |
26,316,301 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-03 |
4 |
AS |
$45.17 |
$364,693 |
D/D |
(8,000) |
26,308,301 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-04 |
4 |
AS |
$46.34 |
$370,714 |
D/D |
(8,000) |
26,300,301 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-05 |
4 |
AS |
$46.98 |
$23,492 |
D/D |
(500) |
26,299,801 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-10 |
4 |
AS |
$47.73 |
$381,809 |
D/D |
(8,000) |
26,291,801 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-11 |
4 |
AS |
$47.40 |
$4,693 |
D/D |
(99) |
26,291,702 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-12 |
4 |
AS |
$46.31 |
$370,473 |
D/D |
(8,000) |
26,283,702 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-17 |
4 |
AS |
$44.20 |
$53,040 |
D/D |
(1,200) |
26,282,502 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-18 |
4 |
AS |
$43.88 |
$351,032 |
D/D |
(8,000) |
26,274,502 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-31 |
4 |
AS |
$44.48 |
$58,889 |
D/D |
(1,324) |
26,256,780 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-09-01 |
4 |
AS |
$44.14 |
$353,141 |
D/D |
(8,000) |
26,248,780 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-09-02 |
4 |
AS |
$43.28 |
$49,290 |
D/D |
(1,139) |
26,247,641 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-09-08 |
4 |
AS |
$43.08 |
$344,607 |
D/D |
(8,000) |
26,239,641 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-09-09 |
4 |
AS |
$43.21 |
$518,567 |
D/D |
(12,000) |
26,227,641 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-09-10 |
4 |
AS |
$43.22 |
$388,967 |
D/D |
(9,000) |
26,218,641 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-09-14 |
4 |
AS |
$43.78 |
$393,992 |
D/D |
(9,000) |
26,209,641 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-09-15 |
4 |
AS |
$43.77 |
$135,391 |
D/D |
(3,093) |
26,206,548 |
0 |
- |
|
1686 Records found
|
|
Page 22 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 |
|
|
|
|
|
|