| |
| |
|
| 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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|
Records found :
1684 |
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 |
• • • |
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 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2014-12-26 |
4 |
GD |
$0.00 |
$0 |
D/D |
121,862 |
24,312,254 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2015-12-16 |
4/A |
GD |
$0.00 |
$0 |
D/D |
61,890 |
24,250,364 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2015-12-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
108,737 |
24,141,627 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2016-12-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
182,668 |
23,958,959 |
0 |
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-05-10 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,600 |
|
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-05-10 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
3,000 |
|
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-08-28 |
4 |
D |
$42.00 |
$151,200 |
D/D |
(3,600) |
0 |
0 |
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-08-28 |
4 |
D |
$42.00 |
$126,000 |
I/I |
(3,000) |
0 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2017-12-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
160,480 |
23,798,479 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-01 |
4 |
AS |
$108.29 |
$1,328,755 |
D/D |
(12,214) |
23,786,265 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-02 |
4 |
AS |
$108.56 |
$695,784 |
D/D |
(6,409) |
23,779,856 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-03 |
4 |
AS |
$107.36 |
$895,802 |
D/D |
(8,344) |
23,771,512 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-04 |
4 |
AS |
$107.31 |
$1,351,514 |
D/D |
(12,565) |
23,758,947 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-07 |
4 |
AS |
$107.64 |
$1,111,613 |
D/D |
(10,279) |
23,748,668 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-08 |
4 |
AS |
$108.31 |
$1,291,054 |
D/D |
(11,792) |
23,736,876 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-09 |
4 |
AS |
$109.71 |
$975,674 |
D/D |
(8,846) |
23,728,030 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-10 |
4 |
AS |
$111.18 |
$1,236,264 |
D/D |
(11,117) |
23,716,913 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-11 |
4 |
AS |
$111.30 |
$876,090 |
D/D |
(7,862) |
23,709,051 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-14 |
4 |
AS |
$111.88 |
$1,096,598 |
D/D |
(9,800) |
23,699,251 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-15 |
4 |
AS |
$112.22 |
$984,599 |
D/D |
(8,734) |
23,690,517 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-16 |
4 |
AS |
$112.83 |
$1,210,334 |
D/D |
(10,610) |
23,679,907 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-17 |
4 |
AS |
$114.43 |
$1,122,671 |
D/D |
(9,789) |
23,670,118 |
0 |
- |
|
1684 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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|
