| |
| |
|
| 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 23 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 |
• • – |
2009-09-16 |
4 |
AS |
$43.79 |
$394,105 |
D/D |
(9,000) |
26,197,548 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-21 |
4 |
AS |
$45.76 |
$265,382 |
D/D |
(5,800) |
26,191,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-22 |
4 |
AS |
$45.85 |
$419,184 |
D/D |
(9,000) |
26,182,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-23 |
4 |
AS |
$46.83 |
$421,445 |
D/D |
(9,000) |
26,173,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-28 |
4 |
AS |
$46.40 |
$424,724 |
D/D |
(9,000) |
26,164,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-29 |
4 |
AS |
$47.27 |
$425,410 |
D/D |
(9,000) |
26,155,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-30 |
4 |
AS |
$47.23 |
$425,095 |
D/D |
(9,000) |
26,146,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-05 |
4 |
AS |
$47.68 |
$429,087 |
D/D |
(9,000) |
26,137,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-06 |
4 |
AS |
$48.10 |
$442,226 |
D/D |
(9,000) |
26,128,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-07 |
4 |
AS |
$49.53 |
$314,052 |
D/D |
(6,341) |
26,122,006 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-12 |
4 |
AS |
$51.94 |
$471,577 |
D/D |
(9,000) |
26,113,006 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-13 |
4 |
AS |
$52.39 |
$15,718 |
D/D |
(300) |
26,112,706 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-14 |
4 |
AS |
$51.75 |
$517,485 |
D/D |
(10,000) |
26,102,706 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-19 |
4 |
AS |
$51.54 |
$463,838 |
D/D |
(9,000) |
26,093,706 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-20 |
4 |
AS |
$51.36 |
$10,271 |
D/D |
(200) |
26,093,506 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-21 |
4 |
AS |
$50.85 |
$510,425 |
D/D |
(10,000) |
26,083,506 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-26 |
4 |
AS |
$52.68 |
$443,641 |
D/D |
(8,300) |
26,075,206 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-27 |
4 |
AS |
$53.36 |
$106,714 |
D/D |
(2,000) |
26,073,206 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-28 |
4 |
AS |
$51.81 |
$57,141 |
D/D |
(1,103) |
26,072,103 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-02 |
4 |
AS |
$50.94 |
$229,024 |
D/D |
(4,496) |
26,067,607 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-03 |
4 |
AS |
$50.22 |
$375,858 |
D/D |
(7,484) |
26,060,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-05 |
4 |
AS |
$50.83 |
$762,465 |
D/D |
(15,000) |
26,045,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-09 |
4 |
AS |
$50.48 |
$504,763 |
D/D |
(10,000) |
26,035,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-10 |
4 |
AS |
$50.45 |
$504,500 |
D/D |
(10,000) |
26,025,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-11 |
4 |
AS |
$50.03 |
$550,310 |
D/D |
(11,000) |
26,014,123 |
0 |
- |
|
1684 Records found
|
|
Page 23 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 |
| |
|
|
|
|
|
