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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,674,922 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,176,856,787 |
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Indirect Value
|
$1,459,032,509 |
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Total
Shares |
15,577,585 |
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Total
Value |
$4,635,889,296 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 16 of 68
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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 |
|
2006-08-28 |
4 |
AS |
$36.50 |
$241,692 |
D/D |
(6,568) |
29,807,200 |
|
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-06-25 |
4 |
AS |
$46.77 |
$242,494 |
D/D |
(5,178) |
29,047,467 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-02-25 |
4 |
AS |
$158.32 |
$244,300 |
D/D |
(1,543) |
20,801,920 |
0 |
% |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-01-20 |
4 |
AS |
$34.02 |
$244,966 |
D/D |
(7,200) |
26,889,546 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-02-11 |
4 |
AS |
$34.03 |
$244,991 |
D/D |
(7,200) |
26,818,671 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-03-12 |
4 |
AS |
$30.58 |
$246,518 |
D/D |
(8,000) |
26,749,271 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-06-09 |
4 |
AS |
$69.66 |
$247,128 |
D/D |
(3,533) |
27,598,192 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-02-18 |
4 |
AS |
$34.23 |
$247,932 |
D/D |
(7,200) |
26,811,471 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2006-08-29 |
4 |
AS |
$36.76 |
$248,097 |
D/D |
(6,700) |
29,794,800 |
|
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-01-07 |
4 |
AS |
$315.69 |
$248,135 |
D/D |
(786) |
13,084,062 |
0 |
% |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-02-02 |
4 |
AS |
$34.74 |
$250,124 |
D/D |
(7,200) |
26,840,046 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-02-03 |
4 |
AS |
$34.76 |
$250,267 |
D/D |
(7,200) |
26,847,246 |
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 |
|
2009-02-04 |
4 |
AS |
$34.80 |
$250,556 |
D/D |
(7,200) |
26,832,846 |
0 |
- |
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MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-04-30 |
4 |
AS |
$58.25 |
$251,100 |
D/D |
(4,300) |
27,725,499 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2006-08-21 |
4 |
AS |
$35.05 |
$251,372 |
D/D |
(7,100) |
29,840,000 |
|
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-01-27 |
4 |
AS |
$35.01 |
$252,053 |
D/D |
(7,200) |
26,861,646 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-04-08 |
4 |
AS |
$31.52 |
$252,153 |
D/D |
(8,000) |
26,665,830 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-04-07 |
4 |
AS |
$31.56 |
$252,476 |
D/D |
(8,000) |
26,673,830 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-09-24 |
4 |
AS |
$63.27 |
$253,094 |
D/D |
(4,000) |
27,347,313 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-05-29 |
4 |
AS |
$71.80 |
$253,516 |
D/D |
(3,504) |
27,615,992 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-01-26 |
4 |
AS |
$35.28 |
$254,015 |
D/D |
(7,200) |
26,868,846 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-01-28 |
4 |
AS |
$35.49 |
$255,550 |
D/D |
(7,200) |
26,854,446 |
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 |
|
2009-04-13 |
4 |
AS |
$32.04 |
$256,313 |
D/D |
(8,000) |
26,657,830 |
0 |
- |
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1684 Records found
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Page 16 of 68 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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