|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
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 |
|
2010-02-24 |
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 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-03-10 |
4 |
AS |
$49.01 |
$416,577 |
D/D |
(8,500) |
25,584,646 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-03-11 |
4 |
AS |
$49.05 |
$313,908 |
D/D |
(6,400) |
25,578,246 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-03-15 |
4 |
AS |
$49.17 |
$172,188 |
D/D |
(3,502) |
25,574,744 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-03-16 |
4 |
AS |
$48.87 |
$393,371 |
D/D |
(8,050) |
25,566,694 |
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 |
|
2010-03-22 |
4 |
AS |
$48.81 |
$414,854 |
D/D |
(8,500) |
25,550,958 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-03-23 |
4 |
AS |
$48.99 |
$416,420 |
D/D |
(8,500) |
25,542,458 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-03-29 |
4 |
AS |
$49.15 |
$417,812 |
D/D |
(8,500) |
25,533,958 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-03-30 |
4 |
AS |
$49.13 |
$417,605 |
D/D |
(8,500) |
25,525,458 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-03-31 |
4 |
AS |
$48.66 |
$14,599 |
D/D |
(300) |
25,525,158 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-04-05 |
4 |
AS |
$47.78 |
$546,741 |
D/D |
(11,400) |
25,513,758 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-04-06 |
4 |
AS |
$48.00 |
$547,224 |
D/D |
(11,400) |
25,502,358 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-04-07 |
4 |
AS |
$47.67 |
$4,767 |
D/D |
(100) |
25,502,258 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-04-12 |
4 |
AS |
$47.19 |
$537,950 |
D/D |
(11,400) |
25,490,858 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-04-13 |
4 |
AS |
$47.41 |
$540,446 |
D/D |
(11,400) |
25,479,458 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-04-14 |
4 |
AS |
$47.39 |
$540,254 |
D/D |
(11,400) |
25,468,058 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-04-19 |
4 |
AS |
$48.02 |
$547,428 |
D/D |
(11,400) |
25,456,658 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-04-20 |
4 |
AS |
$48.34 |
$555,561 |
D/D |
(11,400) |
25,445,258 |
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 |
|
|
|
|
|
|