| |
| |
|
| 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 66 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 |
Executive Chairman |
• • • |
2024-05-09 |
4 |
AS |
$295.94 |
$1,918,697 |
D/D |
(6,450) |
10,719,618 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-10 |
4 |
AS |
$298.66 |
$1,513,978 |
D/D |
(5,063) |
10,714,555 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-13 |
4 |
AS |
$297.87 |
$464,548 |
D/D |
(1,558) |
10,712,997 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-14 |
4 |
AS |
$295.81 |
$1,387,467 |
D/D |
(4,681) |
10,708,316 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-15 |
4 |
AS |
$297.25 |
$1,446,501 |
D/D |
(4,804) |
10,703,512 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-16 |
4 |
AS |
$300.26 |
$1,822,319 |
D/D |
(6,062) |
10,697,450 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-17 |
4 |
AS |
$299.37 |
$1,283,360 |
D/D |
(4,285) |
10,693,165 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-20 |
4 |
AS |
$299.17 |
$1,570,202 |
D/D |
(5,234) |
10,687,931 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-21 |
4 |
AS |
$296.81 |
$2,382,397 |
D/D |
(7,986) |
10,679,945 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-22 |
4 |
AS |
$299.52 |
$1,507,742 |
D/D |
(5,023) |
10,674,922 |
0 |
% |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-08-28 |
4 |
D |
$42.00 |
$151,200 |
D/D |
(3,600) |
0 |
0 |
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-08-28 |
4 |
D |
$42.00 |
$126,000 |
I/I |
(3,000) |
0 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-06-19 |
4 |
GA |
$0.00 |
$0 |
I/I |
150,000 |
150,000 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,000 |
29,756,900 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-03-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
5,000 |
29,292,000 |
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 |
• • – |
2007-12-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
13,150 |
28,096,550 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
34,000 |
27,675,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-12-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
16,705 |
26,926,246 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
61,225 |
26,489,459 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-03 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,060 |
25,889,053 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
75,410 |
25,259,948 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
21,526 |
24,892,697 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
476 |
24,892,221 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
47,750 |
24,844,471 |
0 |
- |
|
1684 Records found
|
|
Page 66 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 |
| |
|
|
|
|
|
