| |
| |
|
| 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 25 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 |
• • – |
2010-01-13 |
4 |
AS |
$49.46 |
$405,552 |
D/D |
(8,200) |
25,731,236 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-19 |
4 |
AS |
$48.47 |
$397,455 |
D/D |
(8,200) |
25,723,036 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-20 |
4 |
AS |
$48.57 |
$126,290 |
D/D |
(2,600) |
25,720,436 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-21 |
4 |
AS |
$48.55 |
$364,133 |
D/D |
(7,500) |
25,712,936 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-25 |
4 |
AS |
$47.50 |
$90,253 |
D/D |
(1,900) |
25,711,036 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-26 |
4 |
AS |
$46.46 |
$371,651 |
D/D |
(8,000) |
25,703,036 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-27 |
4 |
AS |
$46.60 |
$382,144 |
D/D |
(8,200) |
25,694,836 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-01 |
4 |
AS |
$47.04 |
$284,568 |
D/D |
(6,050) |
25,688,786 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-02 |
4 |
AS |
$47.07 |
$284,773 |
D/D |
(6,050) |
25,682,736 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-03 |
4 |
AS |
$47.13 |
$285,147 |
D/D |
(6,050) |
25,676,686 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-08 |
4 |
AS |
$45.57 |
$102,073 |
D/D |
(2,240) |
25,674,446 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-09 |
4 |
AS |
$45.19 |
$273,388 |
D/D |
(6,050) |
25,668,396 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-10 |
4 |
AS |
$45.03 |
$36,024 |
D/D |
(800) |
25,667,596 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-16 |
4 |
AS |
$45.05 |
$272,527 |
D/D |
(6,050) |
25,661,546 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-17 |
4 |
AS |
$45.12 |
$272,997 |
D/D |
(6,050) |
25,655,496 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-18 |
4 |
AS |
$44.88 |
$121,181 |
D/D |
(2,700) |
25,652,796 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-22 |
4 |
AS |
$44.35 |
$268,306 |
D/D |
(6,050) |
25,646,746 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-23 |
4 |
AS |
$44.43 |
$268,791 |
D/D |
(6,050) |
25,640,696 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-24 |
4 |
AS |
$44.61 |
$269,864 |
D/D |
(6,050) |
25,634,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-01 |
4 |
AS |
$44.64 |
$371,290 |
D/D |
(8,200) |
25,626,446 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-02 |
4 |
AS |
$45.52 |
$386,955 |
D/D |
(8,500) |
25,617,946 |
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 |
• • – |
2010-03-04 |
4 |
AS |
$45.61 |
$9,122 |
D/D |
(200) |
25,610,146 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-08 |
4 |
AS |
$48.15 |
$409,306 |
D/D |
(8,500) |
25,601,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-09 |
4 |
AS |
$48.82 |
$415,000 |
D/D |
(8,500) |
25,593,146 |
0 |
- |
|
1684 Records found
|
|
Page 25 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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|
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|
