| |
| |
|
| 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 29 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 |
• • – |
2008-01-30 |
4 |
AS |
$61.66 |
$494,089 |
D/D |
(8,000) |
27,959,845 |
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 |
• • – |
2010-06-21 |
4 |
AS |
$46.73 |
$495,386 |
D/D |
(10,600) |
25,147,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-28 |
4 |
AS |
$61.93 |
$495,624 |
D/D |
(8,000) |
27,967,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-14 |
4 |
AS |
$49.48 |
$496,160 |
D/D |
(10,000) |
27,260,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-05-02 |
4 |
AS |
$141.45 |
$496,331 |
D/D |
(3,505) |
22,136,509 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-10 |
4 |
AS |
$47.99 |
$496,490 |
D/D |
(10,300) |
25,376,558 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-17 |
4 |
AS |
$158.61 |
$496,763 |
D/D |
(3,131) |
19,850,680 |
0 |
% |
|
| 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 |
• • • |
2007-08-08 |
4 |
AS |
$63.57 |
$497,357 |
D/D |
(7,665) |
28,779,128 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-13 |
4 |
AS |
$64.64 |
$497,503 |
D/D |
(7,500) |
27,916,445 |
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 |
Executive Chairman |
• • • |
2019-12-10 |
4 |
AS |
$152.57 |
$498,459 |
D/D |
(3,267) |
21,080,943 |
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 |
• – – |
2008-07-17 |
4 |
AS |
$62.65 |
$501,210 |
D/D |
(8,000) |
27,523,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-07 |
4 |
AS |
$33.45 |
$501,803 |
D/D |
(15,000) |
27,151,231 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-14 |
4 |
AS |
$154.51 |
$502,320 |
D/D |
(3,251) |
21,651,199 |
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 |
• • – |
2010-06-22 |
4 |
AS |
$45.74 |
$503,141 |
D/D |
(11,000) |
25,136,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-21 |
4 |
AS |
$62.99 |
$503,934 |
D/D |
(8,000) |
24,429,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-21 |
4/A |
AS |
$62.99 |
$503,934 |
D/D |
(8,000) |
27,429,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-20 |
4 |
AS |
$63.00 |
$504,032 |
D/D |
(8,000) |
24,437,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-10 |
4 |
AS |
$50.45 |
$504,500 |
D/D |
(10,000) |
26,025,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-09 |
4 |
AS |
$50.48 |
$504,763 |
D/D |
(10,000) |
26,035,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-16 |
4 |
AS |
$66.29 |
$505,425 |
D/D |
(7,624) |
27,993,911 |
0 |
- |
|
1686 Records found
|
|
Page 29 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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|
