| |
| |
|
| 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* |
|
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|
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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 7 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 |
• • – |
2009-01-07 |
4 |
AS |
$38.05 |
$273,926 |
D/D |
(7,200) |
26,904,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-06 |
4 |
AS |
$38.12 |
$87,738 |
D/D |
(2,300) |
29,759,900 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-05 |
4 |
AS |
$38.23 |
$574,552 |
D/D |
(15,000) |
29,762,200 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-27 |
4 |
AS |
$38.36 |
$141,614 |
D/D |
(3,673) |
29,900,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-18 |
4 |
AS |
$38.51 |
$308,081 |
D/D |
(8,000) |
567,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-18 |
4/A |
AS |
$38.51 |
$308,081 |
D/D |
(8,000) |
26,567,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-27 |
4 |
AS |
$38.66 |
$7,747 |
D/D |
(200) |
29,903,673 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-15 |
4 |
AS |
$38.67 |
$355,504 |
D/D |
(9,132) |
29,977,900 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-16 |
4 |
AS |
$38.67 |
$130,086 |
D/D |
(3,364) |
29,974,536 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-15 |
4 |
AS |
$38.70 |
$344,721 |
D/D |
(8,868) |
29,987,032 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-23 |
4 |
AS |
$38.80 |
$310,412 |
D/D |
(8,000) |
26,427,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-14 |
4 |
AS |
$39.15 |
$161,099 |
D/D |
(4,100) |
29,995,900 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-24 |
4 |
AS |
$39.15 |
$313,221 |
D/D |
(8,000) |
26,419,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-13 |
4 |
AS |
$39.29 |
$314,318 |
D/D |
(8,000) |
26,370,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-22 |
4 |
AS |
$39.36 |
$3,936 |
D/D |
(100) |
26,435,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-08 |
4 |
AS |
$39.49 |
$315,890 |
D/D |
(8,000) |
26,378,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-20 |
4 |
AS |
$39.54 |
$316,340 |
D/D |
(8,000) |
26,558,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-14 |
4 |
AS |
$39.89 |
$319,126 |
D/D |
(8,000) |
26,362,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-20 |
4 |
AS |
$39.89 |
$319,126 |
D/D |
(8,000) |
26,346,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-29 |
4 |
AS |
$39.94 |
$1,174,142 |
D/D |
(29,400) |
27,206,231 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-19 |
4 |
AS |
$39.97 |
$39,972 |
D/D |
(1,000) |
26,566,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-06 |
4 |
AS |
$40.10 |
$320,814 |
D/D |
(8,000) |
26,394,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-07 |
4 |
AS |
$40.19 |
$321,508 |
D/D |
(8,000) |
26,386,710 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-30 |
4 |
AS |
$40.63 |
$325,050 |
D/D |
(8,000) |
26,410,730 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-15 |
4 |
AS |
$40.64 |
$333,291 |
D/D |
(8,000) |
26,354,710 |
0 |
- |
|
1684 Records found
|
|
Page 7 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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|
|
|
