| |
| |
|
| 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 27 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 |
• • – |
2010-05-11 |
4 |
AS |
$48.27 |
$497,215 |
D/D |
(10,300) |
25,366,258 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-12 |
4 |
AS |
$48.09 |
$495,298 |
D/D |
(10,300) |
25,355,958 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-17 |
4 |
AS |
$47.68 |
$491,123 |
D/D |
(10,300) |
25,345,658 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-18 |
4 |
AS |
$48.81 |
$502,729 |
D/D |
(10,300) |
25,335,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
75,410 |
25,259,948 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-24 |
4 |
AS |
$46.63 |
$480,243 |
D/D |
(10,300) |
25,249,648 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-25 |
4 |
AS |
$46.43 |
$478,218 |
D/D |
(10,300) |
25,239,348 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-26 |
4 |
AS |
$47.67 |
$492,300 |
D/D |
(10,300) |
25,229,048 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-01 |
4 |
AS |
$47.57 |
$24,163 |
D/D |
(508) |
25,228,540 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-02 |
4 |
AS |
$47.63 |
$542,932 |
D/D |
(11,400) |
25,217,140 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-03 |
4 |
AS |
$47.68 |
$543,581 |
D/D |
(11,400) |
25,205,740 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-07 |
4 |
AS |
$47.12 |
$127,211 |
D/D |
(2,700) |
25,203,040 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-08 |
4 |
AS |
$46.63 |
$100,074 |
D/D |
(2,146) |
25,200,894 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-09 |
4 |
AS |
$46.40 |
$412,937 |
D/D |
(8,900) |
25,191,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-14 |
4 |
AS |
$46.07 |
$506,785 |
D/D |
(11,000) |
25,180,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-15 |
4 |
AS |
$46.05 |
$524,977 |
D/D |
(11,400) |
25,169,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-16 |
4 |
AS |
$46.04 |
$524,899 |
D/D |
(11,400) |
25,158,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-21 |
4 |
AS |
$46.73 |
$495,386 |
D/D |
(10,600) |
25,147,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-22 |
4 |
AS |
$45.74 |
$503,141 |
D/D |
(11,000) |
25,136,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-23 |
4 |
AS |
$45.00 |
$513,046 |
D/D |
(11,400) |
25,125,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-28 |
4 |
AS |
$44.67 |
$500,275 |
D/D |
(11,200) |
25,113,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-30 |
4 |
AS |
$42.78 |
$299,469 |
D/D |
(7,000) |
25,106,994 |
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 |
• • – |
2010-07-07 |
4 |
AS |
$42.57 |
$527,825 |
D/D |
(12,400) |
25,084,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-08 |
4 |
AS |
$43.55 |
$539,978 |
D/D |
(12,400) |
25,072,194 |
0 |
- |
|
1684 Records found
|
|
Page 27 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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|
