| |
| |
|
| 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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|
|
|
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|
|
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|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 28 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 |
• • – |
2010-07-19 |
4 |
AS |
$44.42 |
$550,772 |
D/D |
(12,400) |
25,022,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-20 |
4 |
AS |
$44.43 |
$550,959 |
D/D |
(12,400) |
25,010,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-21 |
4 |
AS |
$44.47 |
$489,203 |
D/D |
(11,000) |
24,999,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-26 |
4 |
AS |
$45.63 |
$565,791 |
D/D |
(12,400) |
24,986,794 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-27 |
4 |
AS |
$45.80 |
$162,730 |
D/D |
(3,553) |
24,983,241 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-28 |
4 |
AS |
$45.59 |
$390,580 |
D/D |
(8,568) |
24,974,673 |
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 |
• • – |
2010-08-03 |
4 |
AS |
$46.37 |
$421,962 |
D/D |
(9,100) |
24,955,823 |
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 |
• • – |
2010-08-09 |
4 |
AS |
$45.51 |
$443,708 |
D/D |
(9,750) |
24,936,323 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-16 |
4 |
AS |
$42.55 |
$414,903 |
D/D |
(9,750) |
24,926,573 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-17 |
4 |
AS |
$42.58 |
$415,144 |
D/D |
(9,750) |
24,916,823 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-18 |
4 |
AS |
$42.65 |
$110,899 |
D/D |
(2,600) |
24,914,223 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
21,526 |
24,892,697 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
476 |
24,892,221 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
47,750 |
24,844,471 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-05-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
44,300 |
24,800,171 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-06-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
150,000 |
24,650,171 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-06-19 |
4 |
GA |
$0.00 |
$0 |
I/I |
150,000 |
150,000 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-12-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,315 |
24,593,856 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,910 |
24,577,946 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2013-05-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
35,550 |
24,542,366 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2013-12-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
73,125 |
24,469,241 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2014-05-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
35,125 |
24,434,116 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2014-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
61,890 |
24,250,364 |
0 |
- |
|
1686 Records found
|
|
Page 28 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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|
