| |
| |
|
| 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 |
$3,069,217,600 |
|
|
|
Indirect Value
|
$1,410,447,118 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,479,664,719 |
|
|
|
|
|
|
|
|
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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|
|
|
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|
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|
Records found :
1687 |
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 |
• • – |
2008-03-20 |
4 |
AS |
$60.88 |
$487,242 |
D/D |
(8,000) |
27,820,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-25 |
4 |
AS |
$65.75 |
$526,607 |
D/D |
(8,000) |
27,804,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-26 |
4 |
AS |
$61.15 |
$489,200 |
D/D |
(8,000) |
28,795,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-02 |
4 |
AS |
$65.55 |
$524,452 |
D/D |
(8,000) |
28,779,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-08 |
4 |
AS |
$64.36 |
$514,900 |
D/D |
(8,000) |
27,767,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-08 |
4 |
AS |
$66.45 |
$531,597 |
D/D |
(8,000) |
27,546,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-16 |
4 |
AS |
$61.46 |
$491,642 |
D/D |
(8,000) |
27,531,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-17 |
4 |
AS |
$62.65 |
$501,210 |
D/D |
(8,000) |
27,523,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-21 |
4 |
AS |
$63.78 |
$510,250 |
D/D |
(8,000) |
27,515,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-22 |
4 |
AS |
$63.83 |
$510,662 |
D/D |
(8,000) |
27,507,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-23 |
4 |
AS |
$64.71 |
$523,660 |
D/D |
(8,000) |
27,499,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-29 |
4 |
AS |
$63.63 |
$509,164 |
D/D |
(8,000) |
27,485,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-05 |
4 |
AS |
$64.17 |
$514,490 |
D/D |
(8,000) |
27,471,954 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-08 |
4 |
AS |
$63.92 |
$515,781 |
D/D |
(8,000) |
27,463,954 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-11 |
4 |
AS |
$65.93 |
$527,433 |
D/D |
(8,000) |
27,455,954 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-13 |
4 |
AS |
$65.07 |
$523,656 |
D/D |
(8,000) |
27,447,354 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-20 |
4 |
AS |
$63.00 |
$504,032 |
D/D |
(8,000) |
24,437,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-21 |
4 |
AS |
$62.99 |
$503,934 |
D/D |
(8,000) |
24,429,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-21 |
4/A |
AS |
$62.99 |
$503,934 |
D/D |
(8,000) |
27,429,154 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-27 |
4 |
AS |
$63.32 |
$506,575 |
D/D |
(8,000) |
27,415,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-28 |
4 |
AS |
$64.04 |
$512,355 |
D/D |
(8,000) |
27,407,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-02 |
4 |
AS |
$67.22 |
$538,673 |
D/D |
(8,000) |
27,399,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-03 |
4 |
AS |
$67.21 |
$537,712 |
D/D |
(8,000) |
27,391,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-08 |
4 |
AS |
$67.28 |
$538,274 |
D/D |
(8,000) |
27,382,890 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-10 |
4 |
AS |
$28.23 |
$227,600 |
D/D |
(8,000) |
26,757,271 |
0 |
- |
|
1687 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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|
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|
