| |
| |
|
| 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 :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• • – |
2006-09-07 |
4 |
S |
$37.21 |
$215,994 |
D/D |
(5,800) |
29,751,101 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-27 |
4 |
S |
$46.61 |
$231,484 |
D/D |
(4,944) |
29,019,507 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-02 |
4 |
S |
$77.50 |
$201,500 |
D/D |
(2,600) |
28,093,950 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-03 |
4 |
S |
$75.59 |
$1,739,518 |
D/D |
(23,000) |
28,070,950 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-04 |
4 |
S |
$75.65 |
$15,660 |
D/D |
(207) |
28,070,743 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-07 |
4 |
S |
$48.62 |
$14,585 |
D/D |
(300) |
25,888,753 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-08 |
4 |
S |
$48.23 |
$156,251 |
D/D |
(3,240) |
25,885,513 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-09 |
4 |
S |
$46.97 |
$681,113 |
D/D |
(14,500) |
25,871,013 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4 |
OE |
$45.05 |
$7,659 |
D/D |
170 |
29,588,087 |
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 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,000 |
29,756,900 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-03-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
5,000 |
29,292,000 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,300 |
29,067,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-12-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
13,150 |
28,096,550 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
34,000 |
27,675,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-12-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
16,705 |
26,926,246 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
61,225 |
26,489,459 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-03 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,060 |
25,889,053 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-05-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
75,410 |
25,259,948 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
21,526 |
24,892,697 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
476 |
24,892,221 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
47,750 |
24,844,471 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-05-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
44,300 |
24,800,171 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
|
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| |
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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