| |
| |
|
| 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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|
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 |
• • • |
2007-08-20 |
4 |
AS |
$62.40 |
$24,971 |
D/D |
(400) |
28,636,393 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-19 |
4 |
AS |
$62.49 |
$295,127 |
D/D |
(4,696) |
27,831,456 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-06 |
4 |
AS |
$62.59 |
$471,374 |
D/D |
(7,492) |
28,542,881 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-17 |
4 |
AS |
$62.65 |
$501,210 |
D/D |
(8,000) |
27,523,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-06 |
4 |
AS |
$62.68 |
$94,255 |
D/D |
(1,494) |
28,541,387 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-28 |
4 |
AS |
$62.69 |
$603,027 |
D/D |
(9,594) |
28,597,945 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-24 |
4 |
AS |
$62.69 |
$418,208 |
D/D |
(6,596) |
27,977,249 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-28 |
4 |
AS |
$62.75 |
$132,129 |
D/D |
(2,100) |
28,595,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-19 |
4 |
AS |
$62.82 |
$208,485 |
D/D |
(3,304) |
27,828,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$62.86 |
$31,485 |
D/D |
(500) |
28,607,539 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$62.86 |
$335,837 |
D/D |
(5,296) |
28,608,039 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-05 |
4 |
AS |
$62.88 |
$1,073,201 |
D/D |
(17,065) |
28,550,373 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-24 |
4 |
AS |
$62.94 |
$411,479 |
D/D |
(6,451) |
27,813,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-21 |
4 |
AS |
$62.99 |
$503,934 |
D/D |
(8,000) |
24,429,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-21 |
4/A |
AS |
$62.99 |
$503,934 |
D/D |
(8,000) |
27,429,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-20 |
4 |
AS |
$63.00 |
$504,032 |
D/D |
(8,000) |
24,437,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-19 |
4 |
AS |
$63.01 |
$389,206 |
D/D |
(6,149) |
28,450,391 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-19 |
4 |
AS |
$63.03 |
$376,845 |
D/D |
(5,941) |
28,456,540 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$63.04 |
$269,232 |
D/D |
(4,235) |
28,613,335 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-28 |
4 |
AS |
$63.05 |
$359,366 |
D/D |
(5,700) |
27,493,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-26 |
4 |
AS |
$63.14 |
$326,067 |
D/D |
(5,164) |
27,423,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-24 |
4 |
AS |
$63.15 |
$89,046 |
D/D |
(1,404) |
27,975,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-19 |
4 |
AS |
$63.19 |
$185,187 |
D/D |
(2,910) |
28,462,481 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-21 |
4 |
AS |
$63.26 |
$1,191,758 |
D/D |
(18,823) |
28,617,570 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-24 |
4 |
AS |
$63.27 |
$253,094 |
D/D |
(4,000) |
27,347,313 |
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 |
| |
|
|
|
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|
