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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,668,725 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,114,627,577 |
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Indirect Value
|
$1,431,283,436 |
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Total
Shares |
15,571,388 |
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Total
Value |
$4,545,911,013 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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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
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Download |
Page 6 of 68
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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 |
|
2007-06-19 |
4 |
AS |
$48.25 |
$309,835 |
D/D |
(6,400) |
29,069,945 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,300 |
29,067,645 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-20 |
4 |
AS |
$48.27 |
$725,371 |
D/D |
(15,000) |
29,052,645 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-25 |
4 |
AS |
$46.77 |
$242,494 |
D/D |
(5,178) |
29,047,467 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-26 |
4 |
AS |
$46.48 |
$340,701 |
D/D |
(7,300) |
29,040,167 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-26 |
4 |
AS |
$46.54 |
$182,200 |
D/D |
(3,900) |
29,036,267 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-27 |
4 |
S |
$46.61 |
$231,484 |
D/D |
(4,944) |
29,019,507 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-27 |
4 |
AS |
$46.62 |
$553,680 |
D/D |
(11,816) |
29,024,451 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-02 |
4 |
AS |
$46.78 |
$492,369 |
D/D |
(10,505) |
29,009,002 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-02 |
4 |
AS |
$46.82 |
$202,418 |
D/D |
(4,310) |
29,004,692 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-03 |
4 |
AS |
$46.82 |
$339,028 |
D/D |
(7,226) |
28,997,466 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-05 |
4 |
AS |
$46.71 |
$702,420 |
D/D |
(15,000) |
28,982,466 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-09 |
4 |
AS |
$47.36 |
$189,950 |
D/D |
(4,000) |
28,978,466 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-10 |
4 |
AS |
$46.79 |
$439,539 |
D/D |
(9,387) |
28,969,079 |
0 |
- |
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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 |
|
2007-07-11 |
4 |
AS |
$46.60 |
$394,077 |
D/D |
(8,409) |
28,948,779 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-16 |
4 |
AS |
$48.08 |
$230,924 |
D/D |
(4,800) |
28,943,979 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-17 |
4 |
AS |
$48.60 |
$230,311 |
D/D |
(4,711) |
28,939,268 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-17 |
4 |
AS |
$48.24 |
$302,467 |
D/D |
(6,189) |
28,933,079 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-17 |
4 |
AS |
$48.50 |
$200,098 |
D/D |
(4,100) |
28,928,979 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-23 |
4 |
AS |
$49.59 |
$208,433 |
D/D |
(4,184) |
28,916,793 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-23 |
4 |
AS |
$49.65 |
$398,682 |
D/D |
(8,002) |
28,920,977 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-25 |
4 |
AS |
$48.84 |
$1,709,859 |
D/D |
(35,000) |
28,881,793 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-30 |
4 |
AS |
$49.25 |
$142,977 |
D/D |
(2,900) |
28,861,793 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-30 |
4 |
AS |
$48.99 |
$838,651 |
D/D |
(17,100) |
28,864,693 |
0 |
- |
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1686 Records found
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Page 6 of 68 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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