|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
Records found :
1687 |
Free Registration Required For Full Results. Limit: 25
|
|
Download |
Page 35 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 |
|
2009-06-01 |
4 |
AS |
$41.97 |
$335,768 |
D/D |
(8,000) |
26,465,952 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-06-08 |
4 |
AS |
$42.44 |
$339,551 |
D/D |
(8,000) |
26,450,752 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-06-09 |
4 |
AS |
$42.47 |
$339,754 |
D/D |
(8,000) |
26,442,752 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-06-23 |
4 |
AS |
$38.80 |
$310,412 |
D/D |
(8,000) |
26,427,601 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-06-24 |
4 |
AS |
$39.15 |
$313,221 |
D/D |
(8,000) |
26,419,601 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-06-30 |
4 |
AS |
$40.63 |
$325,050 |
D/D |
(8,000) |
26,410,730 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-01 |
4 |
AS |
$41.55 |
$332,416 |
D/D |
(8,000) |
2,642,730 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-06 |
4 |
AS |
$40.10 |
$320,814 |
D/D |
(8,000) |
26,394,710 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-07 |
4 |
AS |
$40.19 |
$321,508 |
D/D |
(8,000) |
26,386,710 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-08 |
4 |
AS |
$39.49 |
$315,890 |
D/D |
(8,000) |
26,378,710 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-13 |
4 |
AS |
$39.29 |
$314,318 |
D/D |
(8,000) |
26,370,710 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-14 |
4 |
AS |
$39.89 |
$319,126 |
D/D |
(8,000) |
26,362,710 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-15 |
4 |
AS |
$40.64 |
$333,291 |
D/D |
(8,000) |
26,354,710 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-20 |
4 |
AS |
$39.89 |
$319,126 |
D/D |
(8,000) |
26,346,710 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-22 |
4 |
AS |
$43.87 |
$354,252 |
D/D |
(8,000) |
26,332,302 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-07-27 |
4 |
AS |
$46.64 |
$373,087 |
D/D |
(8,000) |
26,324,302 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-03 |
4 |
AS |
$45.17 |
$364,693 |
D/D |
(8,000) |
26,308,301 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-04 |
4 |
AS |
$46.34 |
$370,714 |
D/D |
(8,000) |
26,300,301 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-10 |
4 |
AS |
$47.73 |
$381,809 |
D/D |
(8,000) |
26,291,801 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-12 |
4 |
AS |
$46.31 |
$370,473 |
D/D |
(8,000) |
26,283,702 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-08-18 |
4 |
AS |
$43.88 |
$351,032 |
D/D |
(8,000) |
26,274,502 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-09-01 |
4 |
AS |
$44.14 |
$353,141 |
D/D |
(8,000) |
26,248,780 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-09-08 |
4 |
AS |
$43.08 |
$344,607 |
D/D |
(8,000) |
26,239,641 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-01-26 |
4 |
AS |
$46.46 |
$371,651 |
D/D |
(8,000) |
25,703,036 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-15 |
4 |
AS |
$273.46 |
$2,200,623 |
D/D |
(8,000) |
13,595,437 |
0 |
% |
|
1687 Records found
|
|
Page 35 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 |
|
|
|
|
|
|