| |
| |
|
| 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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|
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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 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 |
• • – |
2006-09-25 |
4 |
AS |
$36.36 |
$290,093 |
D/D |
(7,950) |
29,673,275 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-25 |
4 |
AS |
$36.36 |
$212,130 |
D/D |
(5,787) |
29,667,488 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-26 |
4 |
AS |
$37.00 |
$424,705 |
D/D |
(11,416) |
29,656,072 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-26 |
4 |
AS |
$36.92 |
$170,204 |
D/D |
(4,584) |
29,651,488 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-27 |
4 |
AS |
$37.03 |
$482,214 |
D/D |
(13,000) |
29,638,488 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-28 |
4 |
AS |
$37.02 |
$427,162 |
D/D |
(11,529) |
29,621,946 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-28 |
4 |
AS |
$36.98 |
$185,749 |
D/D |
(5,013) |
29,633,475 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4 |
AS |
$45.19 |
$286,945 |
D/D |
(6,299) |
29,590,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4/A |
AS |
$45.05 |
$7,659 |
D/D |
(170) |
29,588,087 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4 |
AS |
$45.00 |
$155,170 |
D/D |
(3,415) |
29,587,116 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-16 |
4 |
AS |
$45.56 |
$292,431 |
D/D |
(6,407) |
29,580,709 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-17 |
4 |
AS |
$45.36 |
$200,913 |
D/D |
(4,400) |
29,576,309 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-20 |
4 |
AS |
$46.17 |
$304,815 |
D/D |
(6,567) |
29,579,742 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-20 |
4 |
AS |
$45.71 |
$281,680 |
D/D |
(6,082) |
29,563,660 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-20 |
4 |
AS |
$45.71 |
$319,351 |
D/D |
(6,851) |
29,556,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-21 |
4 |
AS |
$46.72 |
$1,080,356 |
D/D |
(23,000) |
29,533,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-21 |
4 |
AS |
$46.75 |
$93,925 |
D/D |
(2,000) |
29,531,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-22 |
4 |
AS |
$46.96 |
$1,409,895 |
D/D |
(30,000) |
29,501,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-22 |
4 |
AS |
$44.30 |
$8,860 |
D/D |
(200) |
29,501,009 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-27 |
4 |
AS |
$46.46 |
$18,606 |
D/D |
(400) |
29,501,409 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-28 |
4 |
AS |
$44.29 |
$44,186 |
D/D |
(996) |
29,500,213 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-29 |
4 |
AS |
$43.78 |
$235,479 |
D/D |
(5,354) |
29,494,859 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-29 |
4 |
AS |
$43.73 |
$209,232 |
D/D |
(4,746) |
29,490,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-04 |
4 |
AS |
$44.75 |
$238,128 |
D/D |
(5,280) |
29,484,833 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-04 |
4 |
AS |
$45.07 |
$143,179 |
D/D |
(3,166) |
29,481,667 |
0 |
- |
|
1684 Records found
|
|
Page 3 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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|
