| |
| |
|
| 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 47 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 |
• • – |
2009-08-17 |
4 |
AS |
$44.20 |
$53,040 |
D/D |
(1,200) |
26,282,502 |
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 |
• • – |
2009-08-11 |
4 |
AS |
$47.40 |
$4,693 |
D/D |
(99) |
26,291,702 |
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 |
• • – |
2009-08-05 |
4 |
AS |
$46.98 |
$23,492 |
D/D |
(500) |
26,299,801 |
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 |
• • – |
2009-08-03 |
4 |
AS |
$45.17 |
$364,693 |
D/D |
(8,000) |
26,308,301 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-29 |
4 |
AS |
$46.57 |
$237,562 |
D/D |
(5,101) |
26,316,301 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-28 |
4 |
AS |
$46.73 |
$135,531 |
D/D |
(2,900) |
26,321,402 |
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 |
• • – |
2009-07-22 |
4 |
AS |
$43.87 |
$354,252 |
D/D |
(8,000) |
26,332,302 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-21 |
4 |
AS |
$43.76 |
$280,392 |
D/D |
(6,408) |
26,340,302 |
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 |
• • – |
2009-07-15 |
4 |
AS |
$40.64 |
$333,291 |
D/D |
(8,000) |
26,354,710 |
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 |
• • – |
2009-07-13 |
4 |
AS |
$39.29 |
$314,318 |
D/D |
(8,000) |
26,370,710 |
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 |
• • – |
2009-07-07 |
4 |
AS |
$40.19 |
$321,508 |
D/D |
(8,000) |
26,386,710 |
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 |
• • – |
2009-06-30 |
4 |
AS |
$40.63 |
$325,050 |
D/D |
(8,000) |
26,410,730 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-29 |
4 |
AS |
$40.65 |
$35,406 |
D/D |
(871) |
26,418,730 |
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 |
• • – |
2009-06-23 |
4 |
AS |
$38.80 |
$310,412 |
D/D |
(8,000) |
26,427,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-22 |
4 |
AS |
$39.36 |
$3,936 |
D/D |
(100) |
26,435,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-06 |
4 |
AS |
$43.03 |
$17,212 |
D/D |
(400) |
26,435,701 |
0 |
- |
|
1686 Records found
|
|
Page 47 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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|
