| |
| |
|
| 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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|
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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 6 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 |
• • – |
2006-08-29 |
4 |
AS |
$36.88 |
$96,985 |
D/D |
(2,600) |
29,792,200 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-26 |
4 |
AS |
$36.92 |
$170,204 |
D/D |
(4,584) |
29,651,488 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-28 |
4 |
AS |
$36.98 |
$185,749 |
D/D |
(5,013) |
29,633,475 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-26 |
4 |
AS |
$37.00 |
$424,705 |
D/D |
(11,416) |
29,656,072 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-28 |
4 |
AS |
$37.02 |
$427,162 |
D/D |
(11,529) |
29,621,946 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-27 |
4 |
AS |
$37.03 |
$482,214 |
D/D |
(13,000) |
29,638,488 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-26 |
4 |
AS |
$37.05 |
$627,359 |
D/D |
(16,781) |
29,903,873 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-14 |
4 |
AS |
$37.08 |
$387,213 |
D/D |
(10,420) |
29,712,553 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-13 |
4/A |
AS |
$37.11 |
$223 |
D/D |
(6) |
29,730,664 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-20 |
4 |
AS |
$37.15 |
$131,746 |
D/D |
(3,521) |
29,683,145 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-23 |
4 |
AS |
$37.18 |
$104,309 |
D/D |
(2,800) |
29,822,200 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-07 |
4 |
S |
$37.21 |
$215,994 |
D/D |
(5,800) |
29,751,101 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-29 |
4 |
AS |
$37.21 |
$297,714 |
D/D |
(8,000) |
26,601,530 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-20 |
4 |
AS |
$37.25 |
$295,799 |
D/D |
(7,890) |
29,686,666 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-26 |
4 |
AS |
$37.26 |
$196,666 |
D/D |
(5,219) |
29,920,654 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-21 |
4 |
AS |
$37.26 |
$64,454 |
D/D |
(1,720) |
29,681,425 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-20 |
4 |
AS |
$37.28 |
$112,189 |
D/D |
(3,000) |
29,957,236 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-19 |
4 |
AS |
$37.70 |
$318,415 |
D/D |
(8,392) |
29,960,236 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-19 |
4 |
AS |
$37.74 |
$224,695 |
D/D |
(5,908) |
29,968,628 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-06 |
4 |
AS |
$37.76 |
$271,884 |
D/D |
(7,200) |
26,911,846 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-30 |
4 |
AS |
$37.79 |
$469,559 |
D/D |
(12,376) |
29,779,824 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-19 |
4 |
AS |
$37.79 |
$416,918 |
D/D |
(6,281) |
27,909,364 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-30 |
4 |
AS |
$37.82 |
$99,810 |
D/D |
(2,624) |
29,777,200 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-15 |
4 |
AS |
$37.97 |
$478,815 |
D/D |
(12,538) |
29,700,015 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-15 |
4 |
AS |
$38.01 |
$563,735 |
D/D |
(14,789) |
29,685,226 |
0 |
- |
|
1684 Records found
|
|
Page 6 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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|
