| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,674,922 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,176,856,787 |
|
|
|
Indirect Value
|
$1,459,032,509 |
|
|
| Total
Shares |
15,577,585 |
|
|
| Total
Value |
$4,635,889,296 |
|
|
|
|
|
|
|
|
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... |
2024-05-22 |
10,674,922 |
2024-05-22 |
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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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 53 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 |
• – – |
2008-07-15 |
4 |
AS |
$62.18 |
$447,674 |
D/D |
(7,200) |
27,539,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-09 |
4 |
AS |
$67.10 |
$6,710 |
D/D |
(100) |
27,546,826 |
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 |
• • – |
2008-07-07 |
4 |
AS |
$67.48 |
$202,442 |
D/D |
(3,000) |
27,554,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-03 |
4 |
AS |
$68.20 |
$20,459 |
D/D |
(300) |
27,557,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-02 |
4 |
AS |
$69.79 |
$404,795 |
D/D |
(5,800) |
27,558,226 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.66 |
$260,794 |
D/D |
(3,600) |
27,564,026 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.65 |
$317,054 |
D/D |
(4,400) |
27,567,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-24 |
4 |
AS |
$72.42 |
$57,582 |
D/D |
(795) |
27,572,026 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-24 |
4 |
AS |
$72.41 |
$493,329 |
D/D |
(6,805) |
27,572,621 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-23 |
4 |
AS |
$73.00 |
$80,371 |
D/D |
(1,100) |
27,579,426 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-17 |
4 |
AS |
$73.75 |
$206,808 |
D/D |
(2,800) |
27,580,526 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-17 |
4 |
AS |
$73.74 |
$383,898 |
D/D |
(5,200) |
27,583,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-16 |
4 |
AS |
$74.30 |
$108,936 |
D/D |
(1,466) |
27,588,526 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-11 |
4 |
AS |
$69.81 |
$13,962 |
D/D |
(200) |
27,589,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-10 |
4 |
AS |
$69.51 |
$139,814 |
D/D |
(2,007) |
27,590,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-10 |
4 |
AS |
$69.49 |
$417,565 |
D/D |
(5,993) |
27,592,199 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-09 |
4 |
AS |
$69.66 |
$247,128 |
D/D |
(3,533) |
27,598,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-09 |
4 |
AS |
$69.61 |
$312,396 |
D/D |
(4,467) |
27,601,725 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-04 |
4 |
AS |
$69.70 |
$90,633 |
D/D |
(1,300) |
27,606,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-03 |
4 |
AS |
$70.01 |
$84,173 |
D/D |
(1,200) |
27,607,492 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-03 |
4 |
AS |
$69.97 |
$441,708 |
D/D |
(6,300) |
27,608,692 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-02 |
4 |
AS |
$70.84 |
$14,224 |
D/D |
(200) |
27,614,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$70.32 |
$56,725 |
D/D |
(800) |
27,615,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$71.80 |
$253,516 |
D/D |
(3,504) |
27,615,992 |
0 |
- |
|
1684 Records found
|
|
Page 53 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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|
