| |
| |
|
| 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 |
$3,069,217,600 |
|
|
|
Indirect Value
|
$1,410,447,118 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,479,664,719 |
|
|
|
|
|
|
|
|
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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|
Records found :
1687 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 13 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 |
Executive Chairman |
• • • |
2023-11-09 |
4 |
AS |
$262.12 |
$694,645 |
D/D |
(2,650) |
11,453,822 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-14 |
4 |
AS |
$73.82 |
$198,710 |
D/D |
(2,686) |
27,644,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-21 |
4 |
AS |
$67.48 |
$181,953 |
D/D |
(2,693) |
27,896,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-18 |
4 |
AS |
$44.88 |
$121,181 |
D/D |
(2,700) |
25,652,796 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-07 |
4 |
AS |
$47.12 |
$127,211 |
D/D |
(2,700) |
25,203,040 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-07 |
4 |
AS |
$75.12 |
$206,607 |
D/D |
(2,714) |
27,669,985 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-08 |
4 |
AS |
$120.16 |
$327,685 |
D/D |
(2,727) |
22,342,847 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$58.91 |
$162,729 |
D/D |
(2,730) |
28,829,063 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-19 |
4 |
AS |
$234.09 |
$658,329 |
D/D |
(2,798) |
18,689,038 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-23 |
4 |
AS |
$37.18 |
$104,309 |
D/D |
(2,800) |
29,822,200 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-13 |
4 |
AS |
$64.65 |
$182,730 |
D/D |
(2,800) |
27,924,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-16 |
4 |
AS |
$57.16 |
$161,405 |
D/D |
(2,800) |
27,756,999 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-07 |
4 |
AS |
$75.49 |
$213,471 |
D/D |
(2,800) |
27,672,699 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-17 |
4 |
AS |
$73.75 |
$206,808 |
D/D |
(2,800) |
27,580,526 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-20 |
4 |
AS |
$213.31 |
$598,008 |
D/D |
(2,800) |
11,712,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-22 |
4 |
AS |
$150.78 |
$422,649 |
D/D |
(2,803) |
20,163,743 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-24 |
4 |
AS |
$154.98 |
$437,710 |
D/D |
(2,810) |
21,389,046 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-01 |
4 |
AS |
$315.82 |
$888,127 |
D/D |
(2,812) |
13,454,068 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-08 |
4 |
AS |
$156.70 |
$441,117 |
D/D |
(2,815) |
19,910,924 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-01-03 |
4 |
AS |
$216.03 |
$622,854 |
D/D |
(2,859) |
11,668,225 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-26 |
4 |
AS |
$264.06 |
$759,429 |
D/D |
(2,876) |
13,709,699 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-30 |
4 |
AS |
$49.25 |
$142,977 |
D/D |
(2,900) |
28,861,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-27 |
4 |
AS |
$68.70 |
$201,320 |
D/D |
(2,900) |
27,632,092 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-28 |
4 |
AS |
$46.73 |
$135,531 |
D/D |
(2,900) |
26,321,402 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-19 |
4 |
AS |
$63.19 |
$185,187 |
D/D |
(2,910) |
28,462,481 |
0 |
- |
|
1687 Records found
|
|
Page 13 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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|
