| |
| |
|
| 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 67 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 |
• • • |
2012-05-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
44,300 |
24,800,171 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-06-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
150,000 |
24,650,171 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-12-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,315 |
24,593,856 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,910 |
24,577,946 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2013-05-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
35,550 |
24,542,366 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2013-12-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
73,125 |
24,469,241 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2014-05-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
35,125 |
24,434,116 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2014-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
61,890 |
24,250,364 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2014-12-26 |
4 |
GD |
$0.00 |
$0 |
D/D |
121,862 |
24,312,254 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2015-12-16 |
4/A |
GD |
$0.00 |
$0 |
D/D |
61,890 |
24,250,364 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2015-12-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
108,737 |
24,141,627 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2016-12-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
182,668 |
23,958,959 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2017-12-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
160,480 |
23,798,479 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
73,000 |
22,818,341 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-02 |
4 |
GD |
$0.00 |
$0 |
D/D |
23,050 |
21,044,732 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,300 |
19,418,784 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-04 |
4/A |
GD |
$0.00 |
$0 |
D/D |
56,200 |
19,418,884 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-07 |
4 |
GD |
$0.00 |
$0 |
D/D |
5,200 |
19,413,584 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-07 |
4/A |
GD |
$0.00 |
$0 |
D/D |
5,100 |
19,413,784 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
33,680 |
13,243,063 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,000 |
11,748,448 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
47,625 |
11,294,880 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEOOfficer |
• • – |
2005-05-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
30,000,000 |
|
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-05-10 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,600 |
|
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-05-10 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
3,000 |
|
- |
|
1684 Records found
|
|
Page 67 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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|
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|
