| |
| |
|
| 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 |
• • – |
2008-07-09 |
4 |
AS |
$67.10 |
$6,710 |
D/D |
(100) |
27,546,826 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-03 |
4 |
AS |
$67.21 |
$537,712 |
D/D |
(8,000) |
27,391,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-02 |
4 |
AS |
$67.22 |
$538,673 |
D/D |
(8,000) |
27,399,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-08 |
4 |
AS |
$67.28 |
$538,274 |
D/D |
(8,000) |
27,382,890 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-12 |
4 |
AS |
$67.36 |
$40,417 |
D/D |
(600) |
27,455,354 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-21 |
4 |
AS |
$67.48 |
$181,953 |
D/D |
(2,693) |
27,896,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-07 |
4 |
AS |
$67.48 |
$202,442 |
D/D |
(3,000) |
27,554,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-14 |
4 |
AS |
$67.78 |
$1,018,041 |
D/D |
(15,000) |
28,009,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-15 |
4 |
AS |
$67.85 |
$523,507 |
D/D |
(7,708) |
28,001,535 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$68.03 |
$964,151 |
D/D |
(14,007) |
28,227,804 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-03 |
4 |
AS |
$68.20 |
$20,459 |
D/D |
(300) |
27,557,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-13 |
4 |
AS |
$68.31 |
$362,528 |
D/D |
(5,170) |
28,125,958 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-13 |
4 |
AS |
$68.31 |
$1,115,713 |
D/D |
(16,258) |
28,109,700 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-13 |
4 |
AS |
$68.32 |
$54,687 |
D/D |
(800) |
27,915,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$68.33 |
$699,951 |
D/D |
(9,976) |
28,247,589 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-10 |
4 |
AS |
$68.43 |
$1,696,707 |
D/D |
(24,792) |
28,024,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-10 |
4 |
AS |
$68.45 |
$358,402 |
D/D |
(5,208) |
28,049,035 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-27 |
4 |
AS |
$68.70 |
$201,320 |
D/D |
(2,900) |
27,632,092 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-27 |
4 |
AS |
$68.71 |
$270,371 |
D/D |
(3,900) |
27,628,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-27 |
4 |
AS |
$69.13 |
$83,519 |
D/D |
(1,200) |
27,626,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$69.31 |
$559,883 |
D/D |
(7,906) |
28,351,681 |
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 |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$69.35 |
$407,099 |
D/D |
(5,778) |
28,241,811 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$69.36 |
$374,272 |
D/D |
(5,280) |
28,346,401 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-12 |
4 |
AS |
$69.45 |
$814,234 |
D/D |
(11,717) |
28,131,128 |
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 |
| |
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|
