| |
| |
|
| 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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|
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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 |
• • – |
2008-06-10 |
4 |
AS |
$69.49 |
$417,565 |
D/D |
(5,993) |
27,592,199 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-10 |
4 |
AS |
$69.51 |
$139,814 |
D/D |
(2,007) |
27,590,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-09 |
4 |
AS |
$69.61 |
$312,396 |
D/D |
(4,467) |
27,601,725 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-09 |
4 |
AS |
$69.66 |
$247,128 |
D/D |
(3,533) |
27,598,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-04 |
4 |
AS |
$69.70 |
$90,633 |
D/D |
(1,300) |
27,606,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-02 |
4 |
AS |
$69.79 |
$404,795 |
D/D |
(5,800) |
27,558,226 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-11 |
4 |
AS |
$69.81 |
$13,962 |
D/D |
(200) |
27,589,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-09 |
4 |
AS |
$69.94 |
$104,951 |
D/D |
(1,500) |
28,054,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-28 |
4 |
AS |
$69.94 |
$266,022 |
D/D |
(3,800) |
27,623,192 |
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 |
• • – |
2008-06-03 |
4 |
AS |
$70.01 |
$84,173 |
D/D |
(1,200) |
27,607,492 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$70.32 |
$56,725 |
D/D |
(800) |
27,615,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-23 |
4 |
AS |
$70.46 |
$648,163 |
D/D |
(9,170) |
28,212,804 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-23 |
4 |
AS |
$70.52 |
$414,359 |
D/D |
(5,830) |
28,221,974 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$70.77 |
$266,814 |
D/D |
(3,696) |
27,619,496 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-02 |
4 |
AS |
$70.84 |
$14,224 |
D/D |
(200) |
27,614,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$70.92 |
$10,523 |
D/D |
(148) |
28,339,987 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$821,946 |
D/D |
(11,517) |
28,259,953 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$556,992 |
D/D |
(7,798) |
28,279,767 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$171,228 |
D/D |
(2,388) |
28,257,565 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$71.04 |
$593,800 |
D/D |
(8,297) |
28,271,470 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-09 |
4 |
AS |
$71.11 |
$1,067,113 |
D/D |
(15,000) |
28,324,987 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.22 |
$689,094 |
D/D |
(9,543) |
28,304,784 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.28 |
$768,740 |
D/D |
(10,660) |
28,314,327 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.30 |
$455,835 |
D/D |
(6,321) |
28,298,463 |
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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|
|
|
