| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,489 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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... |
2024-05-28 |
10,668,489 |
2024-05-28 |
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 :
1687 |
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 |
• • – |
2006-09-20 |
4 |
AS |
$37.25 |
$295,799 |
D/D |
(7,890) |
29,686,666 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-21 |
4 |
AS |
$34.91 |
$278,870 |
D/D |
(7,900) |
29,847,100 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-13 |
4 |
AS |
$44.94 |
$357,549 |
D/D |
(7,900) |
29,451,073 |
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 |
Executive Chairman |
• • • |
2018-08-29 |
4 |
AS |
$139.46 |
$1,103,375 |
D/D |
(7,900) |
23,193,682 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-25 |
4 |
AS |
$262.18 |
$2,091,972 |
D/D |
(7,900) |
13,712,575 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-04 |
4 |
AS |
$246.19 |
$1,966,378 |
D/D |
(7,900) |
12,400,680 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$69.31 |
$559,883 |
D/D |
(7,906) |
28,351,681 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-14 |
4 |
AS |
$144.24 |
$1,143,258 |
D/D |
(7,907) |
20,413,092 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-06 |
4 |
AS |
$158.16 |
$1,258,638 |
D/D |
(7,943) |
20,866,170 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-20 |
4 |
AS |
$183.15 |
$1,459,515 |
D/D |
(7,948) |
11,474,376 |
0 |
% |
|
| 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 |
Executive Chairman |
• • • |
2019-06-18 |
4 |
AS |
$144.22 |
$1,148,829 |
D/D |
(7,951) |
21,888,747 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-21 |
4 |
AS |
$296.81 |
$2,382,397 |
D/D |
(7,986) |
10,679,945 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-06 |
4 |
AS |
$262.51 |
$2,116,705 |
D/D |
(7,996) |
13,514,502 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-23 |
4 |
AS |
$60.07 |
$480,560 |
D/D |
(8,000) |
27,983,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-28 |
4 |
AS |
$61.93 |
$495,624 |
D/D |
(8,000) |
27,967,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-30 |
4 |
AS |
$61.66 |
$494,089 |
D/D |
(8,000) |
27,959,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-04 |
4 |
AS |
$65.47 |
$526,711 |
D/D |
(8,000) |
27,951,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-06 |
4 |
AS |
$63.33 |
$506,640 |
D/D |
(8,000) |
27,942,445 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-12 |
4 |
AS |
$63.44 |
$507,916 |
D/D |
(8,000) |
27,927,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-20 |
4 |
AS |
$66.83 |
$535,205 |
D/D |
(8,000) |
27,899,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-25 |
4 |
AS |
$63.31 |
$506,786 |
D/D |
(8,000) |
27,888,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-05 |
4 |
AS |
$63.44 |
$509,134 |
D/D |
(8,000) |
27,863,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-06 |
4 |
AS |
$63.90 |
$511,707 |
D/D |
(8,000) |
27,855,752 |
0 |
- |
|
1687 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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