| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,725 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,114,627,577 |
|
|
|
Indirect Value
|
$1,431,283,436 |
|
|
| Total
Shares |
15,571,388 |
|
|
| Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
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 :
1686 |
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 |
Executive Chairman |
• • • |
2020-09-08 |
4 |
AS |
$156.70 |
$441,117 |
D/D |
(2,815) |
19,910,924 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-03 |
4 |
AS |
$69.97 |
$441,708 |
D/D |
(6,300) |
27,608,692 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-06 |
4 |
AS |
$48.10 |
$442,226 |
D/D |
(9,000) |
26,128,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-13 |
4 |
AS |
$59.72 |
$443,571 |
D/D |
(7,367) |
28,719,426 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-26 |
4 |
AS |
$52.68 |
$443,641 |
D/D |
(8,300) |
26,075,206 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-09 |
4 |
AS |
$45.51 |
$443,708 |
D/D |
(9,750) |
24,936,323 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-29 |
4 |
AS |
$74.04 |
$444,672 |
D/D |
(6,001) |
28,206,803 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-07 |
4 |
AS |
$121.43 |
$446,123 |
D/D |
(3,674) |
22,345,574 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-04 |
4 |
AS |
$45.77 |
$446,286 |
D/D |
(9,750) |
24,946,073 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-15 |
4 |
AS |
$62.18 |
$447,674 |
D/D |
(7,200) |
27,539,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-02 |
4 |
AS |
$45.71 |
$447,784 |
D/D |
(9,750) |
24,964,923 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.24 |
$455,585 |
D/D |
(6,200) |
28,148,508 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.30 |
$455,835 |
D/D |
(6,321) |
28,298,463 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-12 |
4 |
AS |
$44.73 |
$458,653 |
D/D |
(10,180) |
29,458,973 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-15 |
4 |
AS |
$48.40 |
$459,836 |
D/D |
(9,500) |
25,854,513 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-12 |
4 |
AS |
$119.60 |
$460,583 |
D/D |
(3,849) |
22,329,988 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-19 |
4 |
AS |
$51.54 |
$463,838 |
D/D |
(9,000) |
26,093,706 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-13 |
4 |
AS |
$297.87 |
$464,548 |
D/D |
(1,558) |
10,712,997 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-18 |
4 |
AS |
$240.93 |
$466,201 |
D/D |
(1,935) |
18,845,945 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-30 |
4 |
AS |
$37.79 |
$469,559 |
D/D |
(12,376) |
29,779,824 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-23 |
4 |
AS |
$149.47 |
$470,137 |
D/D |
(3,142) |
20,160,601 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-06 |
4 |
AS |
$62.59 |
$471,374 |
D/D |
(7,492) |
28,542,881 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-12 |
4 |
AS |
$51.94 |
$471,577 |
D/D |
(9,000) |
26,113,006 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-16 |
4 |
AS |
$47.34 |
$473,483 |
D/D |
(10,000) |
27,250,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-26 |
4 |
AS |
$44.85 |
$474,035 |
D/D |
(10,474) |
29,369,692 |
0 |
- |
|
1686 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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|
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|
