| |
| |
|
| 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 8 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 |
• • – |
2009-06-29 |
4 |
AS |
$40.65 |
$35,406 |
D/D |
(871) |
26,418,730 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-17 |
4 |
AS |
$40.77 |
$57,081 |
D/D |
(1,400) |
26,436,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-28 |
4 |
AS |
$40.78 |
$306,132 |
D/D |
(7,507) |
26,473,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-28 |
4 |
AS |
$40.86 |
$69,470 |
D/D |
(1,700) |
27,235,631 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-26 |
4 |
AS |
$40.93 |
$327,471 |
D/D |
(8,000) |
26,550,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-27 |
4 |
AS |
$41.17 |
$329,343 |
D/D |
(8,000) |
26,481,459 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-01 |
4 |
AS |
$41.55 |
$332,416 |
D/D |
(8,000) |
2,642,730 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-01 |
4 |
AS |
$41.97 |
$335,768 |
D/D |
(8,000) |
26,465,952 |
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 |
• • – |
2009-06-16 |
4 |
AS |
$42.12 |
$150,192 |
D/D |
(3,566) |
26,437,501 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-08 |
4 |
AS |
$42.44 |
$339,551 |
D/D |
(8,000) |
26,450,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-02 |
4 |
AS |
$42.47 |
$306,909 |
D/D |
(7,200) |
26,458,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-09 |
4 |
AS |
$42.47 |
$339,754 |
D/D |
(8,000) |
26,442,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-11 |
4 |
AS |
$42.48 |
$339,834 |
D/D |
(8,000) |
26,577,384 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-16 |
4 |
AS |
$42.55 |
$414,903 |
D/D |
(9,750) |
24,926,573 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-07 |
4 |
AS |
$42.57 |
$527,825 |
D/D |
(12,400) |
25,084,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-17 |
4 |
AS |
$42.58 |
$415,144 |
D/D |
(9,750) |
24,916,823 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-18 |
4 |
AS |
$42.65 |
$110,899 |
D/D |
(2,600) |
24,914,223 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-27 |
4 |
AS |
$42.67 |
$68,270 |
D/D |
(1,600) |
27,237,331 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-30 |
4 |
AS |
$42.78 |
$299,469 |
D/D |
(7,000) |
25,106,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-06 |
4 |
AS |
$42.95 |
$429,619 |
D/D |
(10,000) |
25,096,994 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-06 |
4 |
AS |
$43.03 |
$17,212 |
D/D |
(400) |
26,435,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-12 |
4 |
AS |
$43.04 |
$73,176 |
D/D |
(1,700) |
26,575,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-08 |
4 |
AS |
$43.08 |
$344,607 |
D/D |
(8,000) |
26,239,641 |
0 |
- |
|
1684 Records found
|
|
Page 8 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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|
