| |
| |
|
| 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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|
Records found :
1684 |
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 |
• • • |
2007-10-10 |
4 |
AS |
$71.33 |
$250,512 |
D/D |
(3,476) |
28,294,987 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.65 |
$317,054 |
D/D |
(4,400) |
27,567,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.66 |
$260,794 |
D/D |
(3,600) |
27,564,026 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-05 |
4 |
AS |
$71.68 |
$261,818 |
D/D |
(3,522) |
27,717,899 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$71.80 |
$253,516 |
D/D |
(3,504) |
27,615,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-21 |
4 |
AS |
$72.01 |
$137,476 |
D/D |
(1,900) |
27,634,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-08 |
4 |
AS |
$72.39 |
$593,866 |
D/D |
(8,187) |
28,055,743 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-24 |
4 |
AS |
$72.41 |
$493,329 |
D/D |
(6,805) |
27,572,621 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-24 |
4 |
AS |
$72.42 |
$57,582 |
D/D |
(795) |
27,572,026 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-08 |
4 |
AS |
$72.48 |
$498,019 |
D/D |
(6,813) |
28,063,930 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-20 |
4 |
AS |
$72.58 |
$72,611 |
D/D |
(1,000) |
27,636,892 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-05 |
4 |
AS |
$72.71 |
$304,087 |
D/D |
(4,078) |
27,721,421 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-31 |
4 |
AS |
$72.80 |
$493,851 |
D/D |
(6,707) |
28,192,986 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-31 |
4 |
AS |
$72.93 |
$29,199 |
D/D |
(400) |
28,192,586 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-23 |
4 |
AS |
$73.00 |
$80,371 |
D/D |
(1,100) |
27,579,426 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-05 |
4 |
AS |
$73.02 |
$29,580 |
D/D |
(400) |
27,717,499 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.24 |
$558,868 |
D/D |
(7,581) |
28,164,298 |
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 |
• • • |
2007-11-06 |
4 |
AS |
$73.26 |
$489,283 |
D/D |
(6,629) |
28,171,879 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.26 |
$705,997 |
D/D |
(9,590) |
28,154,708 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-19 |
4 |
AS |
$73.30 |
$262,126 |
D/D |
(3,562) |
27,637,892 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-19 |
4 |
AS |
$73.39 |
$232,247 |
D/D |
(3,145) |
27,641,454 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-31 |
4 |
AS |
$73.41 |
$268,863 |
D/D |
(3,648) |
28,199,693 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-15 |
4 |
AS |
$73.44 |
$545,176 |
D/D |
(7,422) |
28,287,565 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-13 |
4 |
AS |
$73.49 |
$434,790 |
D/D |
(5,895) |
27,653,704 |
0 |
- |
|
1684 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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|
