| |
| |
|
| 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 32 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 |
• • – |
2010-04-13 |
4 |
AS |
$47.41 |
$540,446 |
D/D |
(11,400) |
25,479,458 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-12 |
4 |
AS |
$43.72 |
$542,111 |
D/D |
(12,400) |
25,059,794 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-05 |
4 |
AS |
$335.16 |
$542,852 |
D/D |
(1,619) |
13,085,031 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-02 |
4 |
AS |
$47.63 |
$542,932 |
D/D |
(11,400) |
25,217,140 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-03 |
4 |
AS |
$47.68 |
$543,581 |
D/D |
(11,400) |
25,205,740 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-23 |
4 |
AS |
$115.29 |
$544,165 |
D/D |
(4,720) |
22,891,341 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-15 |
4 |
AS |
$73.44 |
$545,176 |
D/D |
(7,422) |
28,287,565 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-10 |
4 |
AS |
$263.76 |
$546,132 |
D/D |
(2,066) |
18,291,820 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-13 |
4 |
AS |
$43.78 |
$546,389 |
D/D |
(12,400) |
25,047,394 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$59.22 |
$546,692 |
D/D |
(9,009) |
28,802,612 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-05 |
4 |
AS |
$47.78 |
$546,741 |
D/D |
(11,400) |
25,513,758 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-07 |
4 |
AS |
$231.08 |
$547,209 |
D/D |
(2,365) |
12,511,300 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-06 |
4 |
AS |
$48.00 |
$547,224 |
D/D |
(11,400) |
25,502,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-19 |
4 |
AS |
$48.02 |
$547,428 |
D/D |
(11,400) |
25,456,658 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-17 |
4 |
AS |
$256.86 |
$548,682 |
D/D |
(2,136) |
12,361,929 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-11 |
4 |
AS |
$50.03 |
$550,310 |
D/D |
(11,000) |
26,014,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-19 |
4 |
AS |
$44.42 |
$550,772 |
D/D |
(12,400) |
25,022,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-20 |
4 |
AS |
$44.43 |
$550,959 |
D/D |
(12,400) |
25,010,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-09 |
4 |
AS |
$55.04 |
$551,400 |
D/D |
(10,000) |
27,280,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-31 |
4 |
AS |
$47.08 |
$551,713 |
D/D |
(11,626) |
29,137,352 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-01 |
4 |
AS |
$55.33 |
$553,292 |
D/D |
(10,000) |
27,317,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-27 |
4 |
AS |
$46.62 |
$553,680 |
D/D |
(11,816) |
29,024,451 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-14 |
4 |
AS |
$44.68 |
$554,044 |
D/D |
(12,400) |
25,034,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-07 |
4 |
AS |
$62.13 |
$554,227 |
D/D |
(8,900) |
28,756,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-20 |
4 |
AS |
$48.34 |
$555,561 |
D/D |
(11,400) |
25,445,258 |
0 |
- |
|
1684 Records found
|
|
Page 32 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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|
