| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,674,922 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,176,856,787 |
|
|
|
Indirect Value
|
$1,459,032,509 |
|
|
| Total
Shares |
15,577,585 |
|
|
| Total
Value |
$4,635,889,296 |
|
|
|
|
|
|
|
|
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... |
2024-05-22 |
10,674,922 |
2024-05-22 |
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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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 14 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 |
• • – |
2008-07-07 |
4 |
AS |
$67.48 |
$202,442 |
D/D |
(3,000) |
27,554,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-01 |
4 |
AS |
$123.44 |
$203,674 |
D/D |
(1,650) |
22,523,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-18 |
4 |
AS |
$45.36 |
$204,304 |
D/D |
(4,500) |
29,444,273 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-05-07 |
4 |
AS |
$139.72 |
$204,411 |
D/D |
(1,463) |
22,124,340 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-05 |
4 |
AS |
$28.40 |
$204,502 |
D/D |
(7,200) |
26,765,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-26 |
4 |
AS |
$235.71 |
$205,303 |
D/D |
(871) |
18,640,853 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-04 |
4 |
AS |
$28.59 |
$205,880 |
D/D |
(7,200) |
26,772,471 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-04 |
4 |
AS |
$150.82 |
$206,167 |
D/D |
(1,367) |
20,501,063 |
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 |
Chairman & CEO |
• • – |
2008-06-17 |
4 |
AS |
$73.75 |
$206,808 |
D/D |
(2,800) |
27,580,526 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-10 |
4 |
AS |
$33.80 |
$207,200 |
D/D |
(6,130) |
27,145,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-03 |
4 |
AS |
$320.15 |
$207,822 |
D/D |
(648) |
13,305,806 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-05 |
4 |
AS |
$45.21 |
$208,321 |
D/D |
(4,558) |
29,475,844 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-23 |
4 |
AS |
$49.59 |
$208,433 |
D/D |
(4,184) |
28,916,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-19 |
4 |
AS |
$62.82 |
$208,485 |
D/D |
(3,304) |
27,828,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-29 |
4 |
AS |
$43.73 |
$209,232 |
D/D |
(4,746) |
29,490,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-29 |
4 |
AS |
$36.79 |
$210,976 |
D/D |
(5,700) |
29,801,500 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-02 |
4 |
AS |
$115.18 |
$211,480 |
D/D |
(1,832) |
20,559,010 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-25 |
4 |
AS |
$36.36 |
$212,130 |
D/D |
(5,787) |
29,667,488 |
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 |
Executive Chairman |
• • • |
2020-06-02 |
4 |
AS |
$152.71 |
$214,051 |
D/D |
(1,398) |
20,274,147 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-11 |
4 |
AS |
$60.86 |
$214,732 |
D/D |
(3,500) |
27,848,452 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-07 |
4 |
S |
$37.21 |
$215,994 |
D/D |
(5,800) |
29,751,101 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-22 |
4 |
AS |
$34.83 |
$219,447 |
D/D |
(6,300) |
26,876,046 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-11 |
4 |
AS |
$60.62 |
$220,486 |
D/D |
(3,600) |
27,851,952 |
0 |
- |
|
1684 Records found
|
|
Page 14 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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|
