| |
| |
|
| 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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|
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|
|
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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 |
| 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 |
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-05-10 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
3,000 |
|
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-05-10 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,600 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2012-06-19 |
4 |
GA |
$0.00 |
$0 |
I/I |
150,000 |
150,000 |
0 |
- |
|
| 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 |
• • – |
2009-07-01 |
4 |
AS |
$41.55 |
$332,416 |
D/D |
(8,000) |
2,642,730 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-06 |
4 |
AS |
$300.02 |
$84,005 |
D/D |
(280) |
10,726,068 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-08 |
4 |
AS |
$299.82 |
$40,257 |
D/D |
(134) |
10,726,348 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-07 |
4 |
AS |
$298.39 |
$2,206,505 |
D/D |
(7,344) |
10,726,482 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-06 |
4 |
AS |
$295.62 |
$2,233,078 |
D/D |
(7,486) |
10,733,826 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-03 |
4 |
AS |
$291.74 |
$2,635,502 |
D/D |
(8,954) |
10,741,312 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-02 |
4 |
AS |
$287.66 |
$2,414,015 |
D/D |
(8,321) |
10,750,266 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-01 |
4 |
AS |
$282.95 |
$2,386,975 |
D/D |
(8,325) |
10,758,587 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-12 |
4 |
AS |
$305.10 |
$2,650,789 |
D/D |
(8,614) |
10,766,912 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-11 |
4 |
AS |
$307.69 |
$399,072 |
D/D |
(1,297) |
10,775,526 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-08 |
4 |
AS |
$310.27 |
$1,454,252 |
D/D |
(4,675) |
10,776,823 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-07 |
4 |
AS |
$310.17 |
$2,659,946 |
D/D |
(8,533) |
10,781,498 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-06 |
4 |
AS |
$305.45 |
$3,085,889 |
D/D |
(9,982) |
10,790,031 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-05 |
4 |
AS |
$302.83 |
$3,559,458 |
D/D |
(11,717) |
10,800,013 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-04 |
4 |
AS |
$299.64 |
$2,989,596 |
D/D |
(9,861) |
10,811,730 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-01 |
4 |
AS |
$298.09 |
$1,797,718 |
D/D |
(6,025) |
10,821,591 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-29 |
4 |
AS |
$298.42 |
$1,313,427 |
D/D |
(4,398) |
10,827,616 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-28 |
4 |
AS |
$294.95 |
$2,950,114 |
D/D |
(9,935) |
10,832,014 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-27 |
4 |
AS |
$294.86 |
$3,250,599 |
D/D |
(11,024) |
10,841,949 |
0 |
% |
|
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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