| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,489 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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... |
2024-05-28 |
10,668,489 |
2024-05-28 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1687 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 68 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 |
• • • |
2024-05-15 |
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 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-23 |
4 |
AS |
$298.53 |
$332,960 |
D/D |
(1,115) |
10,673,807 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-24 |
4 |
AS |
$294.32 |
$1,509,298 |
D/D |
(5,082) |
10,668,725 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-28 |
4 |
AS |
$296.65 |
$70,010 |
D/D |
(236) |
10,668,489 |
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 |
|
- |
|
1687 Records found
|
|
Page 68 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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