|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
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 |
|
2021-09-29 |
4 |
AS |
$267.51 |
$924,267 |
D/D |
(3,437) |
13,545,250 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-28 |
4 |
AS |
$271.53 |
$84,174 |
D/D |
(310) |
13,548,687 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-27 |
4 |
AS |
$277.68 |
$69,420 |
D/D |
(250) |
13,548,997 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-24 |
4 |
AS |
$277.13 |
$2,679,989 |
D/D |
(9,634) |
13,549,247 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-23 |
4 |
AS |
$273.10 |
$2,481,218 |
D/D |
(8,977) |
13,558,881 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-22 |
4 |
AS |
$272.03 |
$2,464,810 |
D/D |
(9,036) |
13,567,858 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-21 |
4 |
AS |
$272.83 |
$1,474,181 |
D/D |
(5,397) |
13,576,894 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-20 |
4 |
AS |
$275.05 |
$328,771 |
D/D |
(1,195) |
13,582,291 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-17 |
4 |
AS |
$275.37 |
$811,302 |
D/D |
(2,946) |
13,583,486 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-16 |
4 |
AS |
$274.79 |
$2,489,504 |
D/D |
(9,005) |
13,586,432 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-15 |
4 |
AS |
$273.46 |
$2,200,623 |
D/D |
(8,000) |
13,595,437 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-14 |
4 |
AS |
$271.74 |
$3,297,654 |
D/D |
(12,089) |
13,603,437 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-13 |
4 |
AS |
$277.75 |
$98,178 |
D/D |
(353) |
13,615,526 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-10 |
4 |
AS |
$280.99 |
$1,976,638 |
D/D |
(7,018) |
13,615,879 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-09 |
4 |
AS |
$278.11 |
$2,226,518 |
D/D |
(7,886) |
13,622,897 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-08 |
4 |
AS |
$278.63 |
$3,408,833 |
D/D |
(12,231) |
13,630,783 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-07 |
4 |
AS |
$279.11 |
$2,601,491 |
D/D |
(9,297) |
13,643,014 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-03 |
4 |
AS |
$275.71 |
$2,645,457 |
D/D |
(9,500) |
13,652,311 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-02 |
4 |
AS |
$276.29 |
$3,393,505 |
D/D |
(12,103) |
13,661,811 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-09-01 |
4 |
AS |
$267.06 |
$3,182,422 |
D/D |
(11,641) |
13,673,914 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-08-31 |
4 |
AS |
$266.68 |
$2,631,019 |
D/D |
(9,788) |
13,685,555 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-08-30 |
4 |
AS |
$261.05 |
$2,964,742 |
D/D |
(11,194) |
13,695,343 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-08-27 |
4 |
AS |
$262.14 |
$830,609 |
D/D |
(3,162) |
13,706,537 |
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 |
Executive Chairman |
|
2021-08-25 |
4 |
AS |
$262.18 |
$2,091,972 |
D/D |
(7,900) |
13,712,575 |
0 |
% |
|
1686 Records found
|
|
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 |
|
|
|
|
|
|