| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,726,348 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,200,527,716 |
|
|
|
Indirect Value
|
$1,462,856,586 |
|
|
| Total
Shares |
15,629,011 |
|
|
| Total
Value |
$4,663,384,302 |
|
|
|
|
|
|
|
|
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... |
2024-05-08 |
10,726,348 |
2024-05-08 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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Records found :
1674 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 67
|
| 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 & 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 |
• • – |
2006-06-14 |
4 |
AS |
$39.15 |
$161,099 |
D/D |
(4,100) |
29,995,900 |
|
- |
|
| 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 |
• • – |
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 |
• • – |
2006-06-19 |
4 |
AS |
$37.74 |
$224,695 |
D/D |
(5,908) |
29,968,628 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-19 |
4 |
AS |
$37.70 |
$318,415 |
D/D |
(8,392) |
29,960,236 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-20 |
4 |
AS |
$37.28 |
$112,189 |
D/D |
(3,000) |
29,957,236 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-20 |
4 |
AS |
$36.55 |
$149,353 |
D/D |
(4,080) |
29,945,873 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-21 |
4 |
AS |
$36.56 |
$259,488 |
D/D |
(7,083) |
29,950,153 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-21 |
4 |
AS |
$36.58 |
$7,316 |
D/D |
(200) |
29,949,953 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-23 |
4 |
AS |
$36.81 |
$668,174 |
D/D |
(18,021) |
29,927,852 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-26 |
4 |
AS |
$37.26 |
$196,666 |
D/D |
(5,219) |
29,920,654 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-26 |
4 |
AS |
$37.05 |
$627,359 |
D/D |
(16,781) |
29,903,873 |
|
- |
|
| 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 |
• • – |
2006-06-27 |
4 |
AS |
$38.36 |
$141,614 |
D/D |
(3,673) |
29,900,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-15 |
4 |
AS |
$33.96 |
$290,797 |
D/D |
(8,500) |
29,891,500 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-15 |
4 |
AS |
$34.19 |
$223,299 |
D/D |
(6,500) |
29,885,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-16 |
4 |
AS |
$34.30 |
$106,496 |
D/D |
(3,100) |
29,881,900 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-16 |
4 |
AS |
$34.31 |
$409,140 |
D/D |
(11,900) |
29,870,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-17 |
4 |
AS |
$34.59 |
$357,275 |
D/D |
(10,181) |
29,859,819 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-17 |
4 |
AS |
$34.99 |
$169,444 |
D/D |
(4,819) |
29,855,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-21 |
4 |
AS |
$35.05 |
$251,372 |
D/D |
(7,100) |
29,840,000 |
|
- |
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1674 Records found
|
|
Page 1 of 67 |
| |
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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