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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,668,489 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,066,443,793 |
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Indirect Value
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$1,409,172,426 |
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Total
Shares |
15,571,152 |
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Total
Value |
$4,475,616,219 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Morningstar Inc |
MORN |
Executive Chairman, Di... |
2024-05-28 |
10,668,489 |
2024-05-28 |
4,902,663 |
Premium* |
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Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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Records found :
1687 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 11 of 68
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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 |
|
2008-01-22 |
4 |
AS |
$61.95 |
$127,989 |
D/D |
(2,066) |
27,991,845 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-08-10 |
4 |
AS |
$263.76 |
$546,132 |
D/D |
(2,066) |
18,291,820 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-06-01 |
4 |
AS |
$256.20 |
$536,526 |
D/D |
(2,072) |
12,480,590 |
0 |
% |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-08-28 |
4 |
AS |
$62.75 |
$132,129 |
D/D |
(2,100) |
28,595,845 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-09-21 |
4 |
AS |
$155.81 |
$328,114 |
D/D |
(2,102) |
19,839,679 |
0 |
% |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-05-13 |
4 |
AS |
$73.50 |
$155,484 |
D/D |
(2,105) |
27,651,599 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-08-17 |
4 |
AS |
$256.86 |
$548,682 |
D/D |
(2,136) |
12,361,929 |
0 |
% |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-06-08 |
4 |
AS |
$46.63 |
$100,074 |
D/D |
(2,146) |
25,200,894 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-02-16 |
4 |
AS |
$238.80 |
$520,732 |
D/D |
(2,180) |
11,618,792 |
0 |
% |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-03-12 |
4 |
AS |
$61.52 |
$135,717 |
D/D |
(2,200) |
27,845,352 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-08-19 |
4 |
AS |
$64.46 |
$141,819 |
D/D |
(2,200) |
24,445,154 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-09-09 |
4 |
AS |
$66.65 |
$146,629 |
D/D |
(2,200) |
27,380,490 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-04-01 |
4 |
AS |
$272.31 |
$599,722 |
D/D |
(2,200) |
12,638,277 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-11 |
4 |
AS |
$157.20 |
$347,014 |
D/D |
(2,207) |
21,477,468 |
0 |
- |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-11-05 |
4 |
AS |
$313.61 |
$695,864 |
D/D |
(2,213) |
13,433,998 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-02 |
4 |
AS |
$229.85 |
$510,534 |
D/D |
(2,213) |
12,309,925 |
0 |
% |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2010-02-08 |
4 |
AS |
$45.57 |
$102,073 |
D/D |
(2,240) |
25,674,446 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-09-04 |
4 |
AS |
$158.72 |
$357,127 |
D/D |
(2,250) |
19,913,739 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-06-13 |
4 |
AS |
$147.62 |
$333,220 |
D/D |
(2,256) |
21,910,665 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-10 |
4 |
AS |
$261.55 |
$590,669 |
D/D |
(2,256) |
18,712,709 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2018-10-08 |
4 |
AS |
$117.09 |
$268,955 |
D/D |
(2,297) |
23,005,571 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2006-09-06 |
4 |
AS |
$38.12 |
$87,738 |
D/D |
(2,300) |
29,759,900 |
|
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2006-12-13 |
4 |
AS |
$45.04 |
$104,409 |
D/D |
(2,300) |
29,448,773 |
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 |
|
2008-04-30 |
4 |
AS |
$58.28 |
$134,503 |
D/D |
(2,300) |
27,729,799 |
0 |
- |
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1687 Records found
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Page 11 of 68 |
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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 |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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