| |
| |
|
| 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 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 |
• – – |
2008-11-25 |
4 |
AS |
$30.07 |
$601,308 |
D/D |
(20,000) |
27,025,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-11 |
4 |
AS |
$30.10 |
$240,793 |
D/D |
(8,000) |
26,741,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-26 |
4 |
AS |
$30.42 |
$613,169 |
D/D |
(20,000) |
27,005,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-12 |
4 |
AS |
$30.58 |
$246,518 |
D/D |
(8,000) |
26,749,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-18 |
4 |
AS |
$31.39 |
$238,566 |
D/D |
(7,600) |
26,725,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-08 |
4 |
AS |
$31.52 |
$252,153 |
D/D |
(8,000) |
26,665,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-07 |
4 |
AS |
$31.56 |
$252,476 |
D/D |
(8,000) |
26,673,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-11 |
4 |
AS |
$31.79 |
$635,802 |
D/D |
(20,000) |
27,125,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-12-08 |
4 |
AS |
$31.96 |
$731,943 |
D/D |
(22,902) |
26,942,951 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-06 |
4 |
AS |
$32.04 |
$81,401 |
D/D |
(2,541) |
26,681,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-13 |
4 |
AS |
$32.04 |
$256,313 |
D/D |
(8,000) |
26,657,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-12 |
4 |
AS |
$32.06 |
$641,252 |
D/D |
(20,000) |
27,105,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-14 |
4 |
AS |
$32.15 |
$257,163 |
D/D |
(8,000) |
26,649,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-15 |
4 |
AS |
$32.44 |
$259,510 |
D/D |
(8,000) |
26,641,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-20 |
4 |
AS |
$32.44 |
$19,463 |
D/D |
(600) |
26,641,230 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-16 |
4 |
AS |
$32.55 |
$260,402 |
D/D |
(8,000) |
26,733,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-19 |
4 |
AS |
$33.11 |
$238,378 |
D/D |
(7,200) |
26,804,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-23 |
4 |
AS |
$33.42 |
$267,699 |
D/D |
(8,000) |
26,717,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-21 |
4 |
AS |
$33.42 |
$267,325 |
D/D |
(8,000) |
26,633,230 |
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 |
Chairman & CEO |
• • – |
2009-01-21 |
4 |
AS |
$33.55 |
$241,569 |
D/D |
(7,200) |
26,882,346 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-10 |
4 |
AS |
$33.80 |
$207,200 |
D/D |
(6,130) |
27,145,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-01 |
4 |
AS |
$33.90 |
$44,072 |
D/D |
(1,300) |
26,684,371 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-15 |
4 |
AS |
$33.96 |
$290,797 |
D/D |
(8,500) |
29,891,500 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-20 |
4 |
AS |
$34.02 |
$244,966 |
D/D |
(7,200) |
26,889,546 |
0 |
- |
|
1682 Records found
|
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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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|
