| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,687,931 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,197,615,197 |
|
|
|
Indirect Value
|
$1,466,778,716 |
|
|
| Total
Shares |
15,590,594 |
|
|
| Total
Value |
$4,664,393,913 |
|
|
|
|
|
|
|
|
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... |
2024-05-20 |
10,687,931 |
2024-05-20 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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|
Records found :
1682 |
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 |
• • – |
2008-03-04 |
4 |
AS |
$64.40 |
$120,172 |
D/D |
(1,862) |
27,871,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-26 |
4 |
AS |
$64.42 |
$436,046 |
D/D |
(6,652) |
27,882,300 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-19 |
4 |
AS |
$64.46 |
$141,819 |
D/D |
(2,200) |
24,445,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-09 |
4 |
AS |
$64.60 |
$26,007 |
D/D |
(402) |
27,767,199 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-13 |
4 |
AS |
$64.64 |
$497,503 |
D/D |
(7,500) |
27,916,445 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-13 |
4 |
AS |
$64.65 |
$182,730 |
D/D |
(2,800) |
27,924,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-23 |
4 |
AS |
$64.71 |
$523,660 |
D/D |
(8,000) |
27,499,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-03 |
4 |
AS |
$64.75 |
$19,425 |
D/D |
(300) |
28,359,587 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-08 |
4 |
AS |
$64.84 |
$284,914 |
D/D |
(4,314) |
28,760,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-07 |
4 |
AS |
$64.88 |
$307,524 |
D/D |
(4,734) |
27,775,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-26 |
4 |
AS |
$65.00 |
$20,611 |
D/D |
(317) |
28,803,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-13 |
4 |
AS |
$65.07 |
$523,656 |
D/D |
(8,000) |
27,447,354 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-04 |
4 |
AS |
$65.47 |
$526,711 |
D/D |
(8,000) |
27,951,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-02 |
4 |
AS |
$65.55 |
$524,452 |
D/D |
(8,000) |
28,779,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-25 |
4 |
AS |
$65.75 |
$526,607 |
D/D |
(8,000) |
27,804,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-11 |
4 |
AS |
$65.93 |
$527,433 |
D/D |
(8,000) |
27,455,954 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-08 |
4 |
AS |
$66.01 |
$268,702 |
D/D |
(4,042) |
28,756,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-05 |
4 |
AS |
$66.17 |
$72,783 |
D/D |
(1,100) |
27,390,890 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-16 |
4 |
AS |
$66.29 |
$505,425 |
D/D |
(7,624) |
27,993,911 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-05 |
4 |
AS |
$66.45 |
$93,148 |
D/D |
(1,400) |
27,950,445 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-08 |
4 |
AS |
$66.45 |
$531,597 |
D/D |
(8,000) |
27,546,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-27 |
4 |
AS |
$66.55 |
$79,868 |
D/D |
(1,200) |
27,879,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-09 |
4 |
AS |
$66.65 |
$146,629 |
D/D |
(2,200) |
27,380,490 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-19 |
4 |
AS |
$66.69 |
$115,075 |
D/D |
(1,719) |
27,907,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-20 |
4 |
AS |
$66.83 |
$535,205 |
D/D |
(8,000) |
27,899,645 |
0 |
- |
|
1682 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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|
