| |
| |
|
| 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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 60 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 |
• • • |
2007-09-18 |
4 |
AS |
$60.61 |
$386,017 |
D/D |
(6,301) |
28,468,320 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-18 |
4 |
AS |
$60.64 |
$359,977 |
D/D |
(5,770) |
28,474,621 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.75 |
$1,207,525 |
D/D |
(19,826) |
28,480,391 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.83 |
$394,784 |
D/D |
(6,417) |
28,500,217 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.97 |
$231,965 |
D/D |
(3,757) |
28,506,634 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-11 |
4 |
AS |
$60.39 |
$202,166 |
D/D |
(3,324) |
28,510,391 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-11 |
4 |
AS |
$60.61 |
$683,535 |
D/D |
(11,220) |
28,513,715 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-11 |
4 |
AS |
$60.36 |
$287,525 |
D/D |
(4,724) |
28,524,935 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-10 |
4 |
AS |
$60.69 |
$712,148 |
D/D |
(11,728) |
28,529,659 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-06 |
4 |
AS |
$62.68 |
$94,255 |
D/D |
(1,494) |
28,541,387 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-06 |
4 |
AS |
$62.59 |
$471,374 |
D/D |
(7,492) |
28,542,881 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-05 |
4 |
AS |
$62.88 |
$1,073,201 |
D/D |
(17,065) |
28,550,373 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.77 |
$341,675 |
D/D |
(5,500) |
28,567,438 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.63 |
$307,384 |
D/D |
(4,946) |
28,572,938 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.63 |
$427,946 |
D/D |
(6,899) |
28,577,884 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.65 |
$536,519 |
D/D |
(8,662) |
28,584,583 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.83 |
$161,545 |
D/D |
(2,600) |
28,593,245 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-28 |
4 |
AS |
$62.75 |
$132,129 |
D/D |
(2,100) |
28,595,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-28 |
4 |
AS |
$62.69 |
$603,027 |
D/D |
(9,594) |
28,597,945 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$62.86 |
$31,485 |
D/D |
(500) |
28,607,539 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$62.86 |
$335,837 |
D/D |
(5,296) |
28,608,039 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$63.04 |
$269,232 |
D/D |
(4,235) |
28,613,335 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-21 |
4 |
AS |
$63.26 |
$1,191,758 |
D/D |
(18,823) |
28,617,570 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-20 |
4 |
AS |
$62.40 |
$24,971 |
D/D |
(400) |
28,636,393 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-20 |
4 |
AS |
$62.04 |
$377,460 |
D/D |
(6,057) |
28,636,793 |
0 |
- |
|
1684 Records found
|
|
Page 60 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 |
| |
|
|
|
|
|
