| |
| |
|
| 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* |
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|
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|
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 |
• • – |
2009-06-08 |
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 |
• • – |
2009-05-11 |
4 |
AS |
$42.48 |
$339,834 |
D/D |
(8,000) |
26,577,384 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-26 |
4 |
AS |
$46.48 |
$340,701 |
D/D |
(7,300) |
29,040,167 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.77 |
$341,675 |
D/D |
(5,500) |
28,567,438 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-04 |
4 |
AS |
$43.79 |
$343,583 |
D/D |
(7,846) |
26,593,384 |
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 |
• • – |
2006-06-15 |
4 |
AS |
$38.70 |
$344,721 |
D/D |
(8,868) |
29,987,032 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-13 |
4 |
AS |
$36.72 |
$345,006 |
D/D |
(9,331) |
29,722,973 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-03 |
4 |
AS |
$201.38 |
$346,803 |
D/D |
(1,721) |
19,484,043 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-11 |
4 |
AS |
$157.20 |
$347,014 |
D/D |
(2,207) |
21,477,468 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-05 |
4 |
AS |
$43.55 |
$348,381 |
D/D |
(8,000) |
26,585,384 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-08 |
4 |
AS |
$63.65 |
$349,180 |
D/D |
(5,346) |
28,765,149 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-03 |
4 |
AS |
$45.96 |
$349,303 |
D/D |
(7,600) |
25,610,346 |
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 |
• • – |
2010-03-17 |
4 |
AS |
$48.68 |
$352,222 |
D/D |
(7,236) |
25,559,458 |
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 |
• • – |
2009-12-22 |
4 |
AS |
$48.21 |
$353,549 |
D/D |
(7,333) |
25,811,080 |
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 |
• • – |
2006-06-15 |
4 |
AS |
$38.67 |
$355,504 |
D/D |
(9,132) |
29,977,900 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-04 |
4 |
AS |
$158.72 |
$357,127 |
D/D |
(2,250) |
19,913,739 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-17 |
4 |
AS |
$34.59 |
$357,275 |
D/D |
(10,181) |
29,859,819 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-13 |
4 |
AS |
$44.94 |
$357,549 |
D/D |
(7,900) |
29,451,073 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-07 |
4 |
AS |
$53.12 |
$358,042 |
D/D |
(6,735) |
27,300,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-10 |
4 |
AS |
$68.45 |
$358,402 |
D/D |
(5,208) |
28,049,035 |
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 |
| |
|
|
|
|
|
