| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,489 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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... |
2024-05-28 |
10,668,489 |
2024-05-28 |
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 :
1687 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 12 of 68
|
| 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 |
• • – |
2010-01-11 |
4 |
AS |
$48.84 |
$113,498 |
D/D |
(2,324) |
25,747,636 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-09 |
4 |
AS |
$324.54 |
$758,218 |
D/D |
(2,336) |
13,240,727 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-25 |
4 |
AS |
$130.47 |
$305,686 |
D/D |
(2,341) |
23,058,083 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-07 |
4 |
AS |
$231.08 |
$547,209 |
D/D |
(2,365) |
12,511,300 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-18 |
4 |
AS |
$255.29 |
$604,732 |
D/D |
(2,368) |
12,359,561 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-13 |
4 |
AS |
$123.65 |
$294,167 |
D/D |
(2,371) |
20,502,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-28 |
4 |
AS |
$57.66 |
$138,180 |
D/D |
(2,386) |
27,740,099 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-07 |
4 |
AS |
$74.82 |
$181,457 |
D/D |
(2,386) |
27,667,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$171,228 |
D/D |
(2,388) |
28,257,565 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-16 |
4 |
AS |
$59.84 |
$143,614 |
D/D |
(2,400) |
27,371,470 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-01 |
4 |
AS |
$61.88 |
$152,099 |
D/D |
(2,444) |
28,374,887 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-21 |
4 |
AS |
$238.28 |
$587,024 |
D/D |
(2,457) |
18,669,295 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-15 |
4 |
AS |
$315.92 |
$781,168 |
D/D |
(2,462) |
13,390,851 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-01 |
4 |
AS |
$125.91 |
$317,285 |
D/D |
(2,520) |
22,365,851 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-18 |
4 |
AS |
$239.46 |
$608,706 |
D/D |
(2,531) |
12,462,669 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-06 |
4 |
AS |
$32.04 |
$81,401 |
D/D |
(2,541) |
26,681,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-30 |
4 |
AS |
$263.09 |
$676,922 |
D/D |
(2,550) |
13,542,700 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-10 |
4 |
AS |
$34.56 |
$88,981 |
D/D |
(2,575) |
26,825,871 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-23 |
4 |
AS |
$195.91 |
$507,428 |
D/D |
(2,589) |
11,375,721 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-29 |
4 |
AS |
$36.88 |
$96,985 |
D/D |
(2,600) |
29,792,200 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.83 |
$161,545 |
D/D |
(2,600) |
28,593,245 |
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 |
• • – |
2010-01-20 |
4 |
AS |
$48.57 |
$126,290 |
D/D |
(2,600) |
25,720,436 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-08-18 |
4 |
AS |
$42.65 |
$110,899 |
D/D |
(2,600) |
24,914,223 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-30 |
4 |
AS |
$37.82 |
$99,810 |
D/D |
(2,624) |
29,777,200 |
|
- |
|
1687 Records found
|
|
Page 12 of 68 |
| |
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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|
