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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 63 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 |
|
2007-07-02 |
4 |
AS |
$46.82 |
$202,418 |
D/D |
(4,310) |
29,004,692 |
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 |
|
2007-06-27 |
4 |
S |
$46.61 |
$231,484 |
D/D |
(4,944) |
29,019,507 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-27 |
4/A |
AS |
$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 |
|
2007-06-26 |
4 |
AS |
$46.54 |
$182,200 |
D/D |
(3,900) |
29,036,267 |
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 |
|
2007-06-25 |
4 |
AS |
$46.77 |
$242,494 |
D/D |
(5,178) |
29,047,467 |
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 |
|
2007-06-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,300 |
29,067,645 |
0 |
- |
|
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 |
|
2007-06-18 |
4 |
AS |
$48.67 |
$24,391 |
D/D |
(500) |
29,076,345 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-13 |
4 |
AS |
$46.79 |
$309,941 |
D/D |
(6,600) |
29,076,845 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-13 |
4 |
AS |
$46.83 |
$396,102 |
D/D |
(8,400) |
29,083,445 |
0 |
- |
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MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-12 |
4 |
AS |
$47.26 |
$37,880 |
D/D |
(800) |
29,091,845 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-11 |
4 |
AS |
$47.15 |
$516,215 |
D/D |
(10,928) |
29,092,645 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-11 |
4 |
AS |
$47.15 |
$665,392 |
D/D |
(14,072) |
29,103,573 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-05 |
4 |
AS |
$47.52 |
$480,364 |
D/D |
(10,108) |
29,117,645 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-04 |
4 |
AS |
$47.80 |
$297,585 |
D/D |
(6,225) |
29,127,753 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-05-31 |
4 |
AS |
$47.49 |
$160,425 |
D/D |
(3,374) |
29,133,978 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-05-31 |
4 |
AS |
$47.08 |
$551,713 |
D/D |
(11,626) |
29,137,352 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-05-30 |
4 |
AS |
$46.81 |
$702,150 |
D/D |
(15,000) |
29,148,978 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-05-29 |
4 |
AS |
$46.95 |
$146,920 |
D/D |
(3,124) |
29,163,978 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-05-29 |
4 |
AS |
$46.83 |
$1,027,622 |
D/D |
(21,876) |
29,167,102 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-05-23 |
4 |
AS |
$48.01 |
$398,454 |
D/D |
(8,300) |
29,188,978 |
0 |
- |
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1686 Records found
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Page 63 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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