| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,725 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,114,627,577 |
|
|
|
Indirect Value
|
$1,431,283,436 |
|
|
| Total
Shares |
15,571,388 |
|
|
| Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
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 :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 15 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 |
• • • |
2023-08-04 |
4 |
AS |
$224.68 |
$220,861 |
D/D |
(983) |
11,277,950 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-25 |
4 |
AS |
$59.95 |
$221,807 |
D/D |
(3,627) |
28,422,967 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-05 |
4 |
AS |
$205.51 |
$222,158 |
D/D |
(1,081) |
11,433,358 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-09 |
4 |
AS |
$235.86 |
$223,122 |
D/D |
(946) |
11,742,295 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-15 |
4 |
AS |
$34.19 |
$223,299 |
D/D |
(6,500) |
29,885,000 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-04 |
4 |
AS |
$118.14 |
$224,475 |
D/D |
(1,900) |
22,762,648 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-19 |
4 |
AS |
$37.74 |
$224,695 |
D/D |
(5,908) |
29,968,628 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-10 |
4 |
AS |
$28.23 |
$227,600 |
D/D |
(8,000) |
26,757,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-02 |
4 |
AS |
$50.94 |
$229,024 |
D/D |
(4,496) |
26,067,607 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-17 |
4 |
AS |
$48.60 |
$230,311 |
D/D |
(4,711) |
28,939,268 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.67 |
$230,785 |
D/D |
(3,110) |
27,664,489 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-16 |
4 |
AS |
$48.08 |
$230,924 |
D/D |
(4,800) |
28,943,979 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-27 |
4 |
S |
$46.61 |
$231,484 |
D/D |
(4,944) |
29,019,507 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-27 |
4/A |
AS |
$46.61 |
$231,484 |
D/D |
(4,944) |
29,019,507 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.97 |
$231,965 |
D/D |
(3,757) |
28,506,634 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-19 |
4 |
AS |
$73.39 |
$232,247 |
D/D |
(3,145) |
27,641,454 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-29 |
4 |
AS |
$43.78 |
$235,479 |
D/D |
(5,354) |
29,494,859 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-26 |
4 |
AS |
$50.49 |
$237,284 |
D/D |
(4,700) |
25,429,158 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-29 |
4 |
AS |
$46.57 |
$237,562 |
D/D |
(5,101) |
26,316,301 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-04 |
4 |
AS |
$44.75 |
$238,128 |
D/D |
(5,280) |
29,484,833 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-19 |
4 |
AS |
$33.11 |
$238,378 |
D/D |
(7,200) |
26,804,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-18 |
4 |
AS |
$31.39 |
$238,566 |
D/D |
(7,600) |
26,725,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-03 |
4 |
AS |
$149.18 |
$239,142 |
D/D |
(1,600) |
20,762,037 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-11 |
4 |
AS |
$30.10 |
$240,793 |
D/D |
(8,000) |
26,741,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-21 |
4 |
AS |
$33.55 |
$241,569 |
D/D |
(7,200) |
26,882,346 |
0 |
- |
|
1686 Records found
|
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Page 15 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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|
