| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,725 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,114,627,577 |
|
|
|
Indirect Value
|
$1,431,283,436 |
|
|
| Total
Shares |
15,571,388 |
|
|
| Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
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 :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 33 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 |
• • – |
2010-04-20 |
4 |
AS |
$48.34 |
$555,561 |
D/D |
(11,400) |
25,445,258 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-11 |
4 |
AS |
$46.62 |
$556,187 |
D/D |
(11,891) |
28,957,188 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$556,992 |
D/D |
(7,798) |
28,279,767 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.24 |
$558,868 |
D/D |
(7,581) |
28,164,298 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-18 |
4 |
AS |
$55.92 |
$559,239 |
D/D |
(10,000) |
27,361,370 |
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 |
• • • |
2019-12-23 |
4 |
AS |
$153.09 |
$563,235 |
D/D |
(3,679) |
20,982,344 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-15 |
4 |
AS |
$38.01 |
$563,735 |
D/D |
(14,789) |
29,685,226 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-27 |
4 |
AS |
$45.00 |
$563,894 |
D/D |
(12,498) |
29,338,317 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-21 |
4 |
AS |
$49.55 |
$564,873 |
D/D |
(11,400) |
25,433,858 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-27 |
4 |
AS |
$49.62 |
$565,645 |
D/D |
(11,400) |
25,417,758 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-26 |
4 |
AS |
$45.63 |
$565,791 |
D/D |
(12,400) |
24,986,794 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-01-02 |
4 |
AS |
$109.22 |
$571,109 |
D/D |
(5,226) |
22,597,304 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-03 |
4 |
AS |
$167.31 |
$571,582 |
D/D |
(3,405) |
20,099,025 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-08 |
4 |
AS |
$63.63 |
$571,990 |
D/D |
(8,633) |
28,770,495 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-05 |
4 |
AS |
$38.23 |
$574,552 |
D/D |
(15,000) |
29,762,200 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-24 |
4 |
AS |
$28.97 |
$579,474 |
D/D |
(20,000) |
27,045,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-25 |
4 |
AS |
$57.96 |
$579,643 |
D/D |
(10,000) |
27,337,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-21 |
4 |
AS |
$238.28 |
$587,024 |
D/D |
(2,457) |
18,669,295 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-03 |
4 |
AS |
$57.66 |
$589,884 |
D/D |
(10,000) |
27,307,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-10 |
4 |
AS |
$261.55 |
$590,669 |
D/D |
(2,256) |
18,712,709 |
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 |
• • • |
2018-09-07 |
4 |
AS |
$141.84 |
$593,046 |
D/D |
(4,178) |
23,143,209 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$71.04 |
$593,800 |
D/D |
(8,297) |
28,271,470 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-08 |
4 |
AS |
$72.39 |
$593,866 |
D/D |
(8,187) |
28,055,743 |
0 |
- |
|
1686 Records found
|
|
Page 33 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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|
