| |
| |
|
| 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 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 |
• • • |
2022-09-14 |
4 |
AS |
$232.58 |
$745,526 |
D/D |
(3,195) |
12,265,733 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-05 |
4 |
AS |
$123.66 |
$396,325 |
D/D |
(3,205) |
22,356,148 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-02 |
4 |
AS |
$315.13 |
$1,015,642 |
D/D |
(3,212) |
13,450,856 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$59.44 |
$197,134 |
D/D |
(3,219) |
28,825,844 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-08 |
4 |
S |
$48.23 |
$156,251 |
D/D |
(3,240) |
25,885,513 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-14 |
4 |
AS |
$154.51 |
$502,320 |
D/D |
(3,251) |
21,651,199 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-10 |
4 |
AS |
$152.57 |
$498,459 |
D/D |
(3,267) |
21,080,943 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-08 |
4 |
AS |
$277.57 |
$914,050 |
D/D |
(3,292) |
10,923,859 |
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 |
Executive Chairman |
• • • |
2019-06-14 |
4 |
AS |
$146.24 |
$485,908 |
D/D |
(3,320) |
21,907,345 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-05 |
4 |
AS |
$248.90 |
$827,280 |
D/D |
(3,323) |
12,397,357 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-11 |
4 |
AS |
$60.39 |
$202,166 |
D/D |
(3,324) |
28,510,391 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-16 |
4 |
AS |
$38.67 |
$130,086 |
D/D |
(3,364) |
29,974,536 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-31 |
4 |
AS |
$47.49 |
$160,425 |
D/D |
(3,374) |
29,133,978 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-03 |
4 |
AS |
$167.31 |
$571,582 |
D/D |
(3,405) |
20,099,025 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4 |
AS |
$45.00 |
$155,170 |
D/D |
(3,415) |
29,587,116 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-14 |
4 |
AS |
$204.04 |
$700,456 |
D/D |
(3,423) |
11,396,582 |
0 |
% |
|
| 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 |
• • • |
2022-01-20 |
4 |
AS |
$289.30 |
$1,009,436 |
D/D |
(3,457) |
13,024,465 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-30 |
4 |
AS |
$73.79 |
$255,639 |
D/D |
(3,462) |
28,203,341 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.33 |
$250,512 |
D/D |
(3,476) |
28,294,987 |
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 |
• • – |
2010-03-15 |
4 |
AS |
$49.17 |
$172,188 |
D/D |
(3,502) |
25,574,744 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-10-05 |
4 |
AS |
$118.60 |
$415,329 |
D/D |
(3,502) |
23,007,868 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$71.80 |
$253,516 |
D/D |
(3,504) |
27,615,992 |
0 |
- |
|
1687 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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|
