| |
| |
|
| 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 26 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 |
• • • |
2007-09-26 |
4 |
AS |
$61.63 |
$418,575 |
D/D |
(6,747) |
28,410,288 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-22 |
4 |
AS |
$45.85 |
$419,184 |
D/D |
(9,000) |
26,182,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-23 |
4 |
AS |
$46.83 |
$421,445 |
D/D |
(9,000) |
26,173,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-03 |
4 |
AS |
$46.37 |
$421,962 |
D/D |
(9,100) |
24,955,823 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-22 |
4 |
AS |
$150.78 |
$422,649 |
D/D |
(2,803) |
20,163,743 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$69.32 |
$423,486 |
D/D |
(5,966) |
28,340,135 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-13 |
4 |
AS |
$315.34 |
$424,630 |
D/D |
(1,334) |
13,035,698 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-26 |
4 |
AS |
$37.00 |
$424,705 |
D/D |
(11,416) |
29,656,072 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-28 |
4 |
AS |
$46.40 |
$424,724 |
D/D |
(9,000) |
26,164,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-30 |
4 |
AS |
$47.23 |
$425,095 |
D/D |
(9,000) |
26,146,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-29 |
4 |
AS |
$47.27 |
$425,410 |
D/D |
(9,000) |
26,155,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-24 |
4 |
AS |
$60.45 |
$426,107 |
D/D |
(7,033) |
28,443,228 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-28 |
4 |
AS |
$37.02 |
$427,162 |
D/D |
(11,529) |
29,621,946 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-17 |
4 |
AS |
$30.01 |
$427,617 |
D/D |
(14,248) |
27,090,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.63 |
$427,946 |
D/D |
(6,899) |
28,577,884 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-31 |
4 |
AS |
$49.00 |
$428,333 |
D/D |
(8,703) |
28,853,090 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-05 |
4 |
AS |
$47.68 |
$429,087 |
D/D |
(9,000) |
26,137,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-06 |
4 |
AS |
$42.95 |
$429,619 |
D/D |
(10,000) |
25,096,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-13 |
4 |
AS |
$73.49 |
$434,790 |
D/D |
(5,895) |
27,653,704 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-11 |
4 |
AS |
$64.02 |
$435,336 |
D/D |
(6,800) |
27,935,645 |
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 |
Executive Chairman |
• • • |
2019-09-24 |
4 |
AS |
$154.98 |
$437,710 |
D/D |
(2,810) |
21,389,046 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-20 |
4 |
AS |
$61.97 |
$438,400 |
D/D |
(7,033) |
28,659,360 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-10 |
4 |
AS |
$46.79 |
$439,539 |
D/D |
(9,387) |
28,969,079 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-08 |
4 |
AS |
$156.70 |
$441,117 |
D/D |
(2,815) |
19,910,924 |
0 |
% |
|
1684 Records found
|
|
Page 26 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 |
| |
|
|
|
|
|
