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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,674,922 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,176,856,787 |
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Indirect Value
|
$1,459,032,509 |
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Total
Shares |
15,577,585 |
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Total
Value |
$4,635,889,296 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 24 of 68
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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 |
|
2009-11-16 |
4 |
AS |
$49.27 |
$640,574 |
D/D |
(13,000) |
26,001,123 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-11-17 |
4 |
AS |
$49.38 |
$49,876 |
D/D |
(1,010) |
26,000,113 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-11-18 |
4 |
AS |
$48.82 |
$732,311 |
D/D |
(15,000) |
25,985,113 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-11-24 |
4 |
AS |
$47.60 |
$142,809 |
D/D |
(3,000) |
25,969,113 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-11-25 |
4 |
AS |
$47.30 |
$946,132 |
D/D |
(20,000) |
25,949,113 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-11-30 |
4 |
AS |
$46.22 |
$693,269 |
D/D |
(15,000) |
25,934,113 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-01 |
4 |
AS |
$46.22 |
$693,269 |
D/D |
(15,000) |
25,919,113 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-02 |
4 |
AS |
$47.91 |
$718,797 |
D/D |
(15,000) |
25,904,113 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-03 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,060 |
25,889,053 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-07 |
4 |
S |
$48.62 |
$14,585 |
D/D |
(300) |
25,888,753 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-08 |
4 |
S |
$48.23 |
$156,251 |
D/D |
(3,240) |
25,885,513 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-09 |
4 |
S |
$46.97 |
$681,113 |
D/D |
(14,500) |
25,871,013 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-14 |
4 |
AS |
$48.39 |
$338,759 |
D/D |
(7,000) |
25,864,013 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-15 |
4 |
AS |
$48.40 |
$459,836 |
D/D |
(9,500) |
25,854,513 |
0 |
- |
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MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-16 |
4 |
AS |
$48.78 |
$785,292 |
D/D |
(16,100) |
25,838,413 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-21 |
4 |
AS |
$48.05 |
$960,974 |
D/D |
(20,000) |
25,818,413 |
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 |
|
2009-12-23 |
4 |
AS |
$48.38 |
$390,990 |
D/D |
(8,082) |
25,802,998 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-28 |
4 |
AS |
$48.08 |
$613,126 |
D/D |
(12,753) |
25,790,245 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-12-29 |
4 |
AS |
$48.13 |
$754,853 |
D/D |
(15,685) |
25,774,560 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-01-04 |
4 |
AS |
$48.32 |
$396,206 |
D/D |
(8,200) |
25,766,360 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-01-05 |
4 |
AS |
$48.38 |
$396,722 |
D/D |
(8,200) |
25,758,160 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-01-06 |
4 |
AS |
$49.25 |
$403,825 |
D/D |
(8,200) |
25,749,960 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-01-11 |
4 |
AS |
$48.84 |
$113,498 |
D/D |
(2,324) |
25,747,636 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-01-12 |
4 |
AS |
$48.58 |
$398,633 |
D/D |
(8,200) |
25,739,436 |
0 |
- |
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1684 Records found
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Page 24 of 68 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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