| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,687,931 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,197,615,197 |
|
|
|
Indirect Value
|
$1,466,778,716 |
|
|
| Total
Shares |
15,590,594 |
|
|
| Total
Value |
$4,664,393,913 |
|
|
|
|
|
|
|
|
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... |
2024-05-20 |
10,687,931 |
2024-05-20 |
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 :
1682 |
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 |
• • – |
2008-05-13 |
4 |
AS |
$73.50 |
$155,484 |
D/D |
(2,105) |
27,651,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-05 |
4 |
AS |
$73.64 |
$1,036,706 |
D/D |
(14,078) |
28,178,508 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.65 |
$319,617 |
D/D |
(4,320) |
27,660,169 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.67 |
$230,785 |
D/D |
(3,110) |
27,664,489 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-17 |
4 |
AS |
$73.74 |
$383,898 |
D/D |
(5,200) |
27,583,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-17 |
4 |
AS |
$73.75 |
$206,808 |
D/D |
(2,800) |
27,580,526 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-30 |
4 |
AS |
$73.79 |
$255,639 |
D/D |
(3,462) |
28,203,341 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-14 |
4 |
AS |
$73.82 |
$198,710 |
D/D |
(2,686) |
27,644,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-14 |
4 |
AS |
$73.83 |
$319,175 |
D/D |
(4,314) |
27,647,285 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.95 |
$42,327 |
D/D |
(570) |
27,659,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-29 |
4 |
AS |
$74.04 |
$444,672 |
D/D |
(6,001) |
28,206,803 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-16 |
4 |
AS |
$74.30 |
$108,936 |
D/D |
(1,466) |
27,588,526 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-07 |
4 |
AS |
$74.82 |
$181,457 |
D/D |
(2,386) |
27,667,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-07 |
4 |
AS |
$74.83 |
$379,437 |
D/D |
(5,063) |
28,142,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-07 |
4 |
AS |
$74.87 |
$44,938 |
D/D |
(600) |
28,147,908 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-06 |
4 |
AS |
$74.96 |
$592,298 |
D/D |
(7,900) |
27,709,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-07 |
4 |
AS |
$75.12 |
$206,607 |
D/D |
(2,714) |
27,669,985 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-07 |
4 |
AS |
$75.49 |
$213,471 |
D/D |
(2,800) |
27,672,699 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-03 |
4 |
S |
$75.59 |
$1,739,518 |
D/D |
(23,000) |
28,070,950 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-04 |
4 |
S |
$75.65 |
$15,660 |
D/D |
(207) |
28,070,743 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-02 |
4 |
S |
$77.50 |
$201,500 |
D/D |
(2,600) |
28,093,950 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-26 |
4 |
AS |
$106.26 |
$1,401,900 |
D/D |
(13,060) |
22,634,674 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-24 |
4 |
AS |
$106.45 |
$923,199 |
D/D |
(8,648) |
22,647,734 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-23 |
4 |
AS |
$106.64 |
$1,838,395 |
D/D |
(17,033) |
20,648,794 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-19 |
4 |
AS |
$106.86 |
$1,715,652 |
D/D |
(15,587) |
20,672,817 |
0 |
% |
|
1682 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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|
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|
