Every SEC Form 3/4/5 on record for this filer (CIK 1324069) — 2 issuers, 3,806 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Executive Chairman · Director | 2015-12-21 → 2026-05-22 | 621 | −$1.8B |
| WFM | WHOLE FOODS MARKET INC | Director · lapsed | 2017-05-18 → 2017-08-28 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| MORN | 2026-05-22 | Sell | 317 | $174.09 | $55,187 | 8,045,445 |
| MORN | 2026-05-22 | Sell | 227 | $179.52 | $40,751 | 8,043,492 |
| MORN | 2026-05-22 | Sell | 114 | $174.98 | $19,948 | 8,045,331 |
| MORN | 2026-05-22 | Sell | 741 | $176.30 | $130,638 | 8,044,590 |
| MORN | 2026-05-22 | Sell | 578 | $177.08 | $102,352 | 8,044,012 |
| MORN | 2026-05-22 | Sell | 293 | $178.39 | $52,268 | 8,043,719 |
| MORN | 2026-05-21 | Sell | 234 | $174.07 | $40,732 | 8,045,762 |
| MORN | 2026-05-21 | Sell | 5,081 | $172.33 | $875,609 | 8,047,931 |
| MORN | 2026-05-21 | Sell | 1,935 | $172.87 | $334,503 | 8,045,996 |
| MORN | 2026-05-20 | Sell | 291 | $173.11 | $50,375 | 8,053,012 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.