| |
| |
|
| 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 9 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 |
• • – |
2009-09-09 |
4 |
AS |
$43.21 |
$518,567 |
D/D |
(12,000) |
26,227,641 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-10 |
4 |
AS |
$43.22 |
$388,967 |
D/D |
(9,000) |
26,218,641 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-02 |
4 |
AS |
$43.28 |
$49,290 |
D/D |
(1,139) |
26,247,641 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-10 |
4 |
AS |
$43.37 |
$73,080 |
D/D |
(1,685) |
26,441,067 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-05 |
4 |
AS |
$43.55 |
$348,381 |
D/D |
(8,000) |
26,585,384 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-08 |
4 |
AS |
$43.55 |
$539,978 |
D/D |
(12,400) |
25,072,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-12 |
4 |
AS |
$43.72 |
$542,111 |
D/D |
(12,400) |
25,059,794 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-29 |
4 |
AS |
$43.73 |
$209,232 |
D/D |
(4,746) |
29,490,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-21 |
4 |
AS |
$43.76 |
$280,392 |
D/D |
(6,408) |
26,340,302 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-15 |
4 |
AS |
$43.77 |
$135,391 |
D/D |
(3,093) |
26,206,548 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-29 |
4 |
AS |
$43.78 |
$235,479 |
D/D |
(5,354) |
29,494,859 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-14 |
4 |
AS |
$43.78 |
$393,992 |
D/D |
(9,000) |
26,209,641 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-13 |
4 |
AS |
$43.78 |
$546,389 |
D/D |
(12,400) |
25,047,394 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-04 |
4 |
AS |
$43.79 |
$343,583 |
D/D |
(7,846) |
26,593,384 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-16 |
4 |
AS |
$43.79 |
$394,105 |
D/D |
(9,000) |
26,197,548 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-22 |
4 |
AS |
$43.87 |
$354,252 |
D/D |
(8,000) |
26,332,302 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-18 |
4 |
AS |
$43.88 |
$351,032 |
D/D |
(8,000) |
26,274,502 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-01 |
4 |
AS |
$44.14 |
$353,141 |
D/D |
(8,000) |
26,248,780 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-17 |
4 |
AS |
$44.20 |
$53,040 |
D/D |
(1,200) |
26,282,502 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-28 |
4 |
AS |
$44.29 |
$44,186 |
D/D |
(996) |
29,500,213 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-22 |
4 |
AS |
$44.30 |
$8,860 |
D/D |
(200) |
29,501,009 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-22 |
4 |
AS |
$44.35 |
$268,306 |
D/D |
(6,050) |
25,646,746 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-19 |
4 |
AS |
$44.42 |
$550,772 |
D/D |
(12,400) |
25,022,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-23 |
4 |
AS |
$44.43 |
$268,791 |
D/D |
(6,050) |
25,640,696 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-20 |
4 |
AS |
$44.43 |
$550,959 |
D/D |
(12,400) |
25,010,194 |
0 |
- |
|
1684 Records found
|
|
Page 9 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 |
| |
|
|
|
|
|
