| |
| |
|
| 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 16 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 |
• • • |
2018-09-11 |
4 |
AS |
$138.77 |
$486,927 |
D/D |
(3,509) |
23,129,592 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-07 |
4 |
AS |
$207.12 |
$728,847 |
D/D |
(3,517) |
11,422,784 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-20 |
4 |
AS |
$37.15 |
$131,746 |
D/D |
(3,521) |
29,683,145 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-05 |
4 |
AS |
$71.68 |
$261,818 |
D/D |
(3,522) |
27,717,899 |
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 |
• • – |
2010-07-27 |
4 |
AS |
$45.80 |
$162,730 |
D/D |
(3,553) |
24,983,241 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-19 |
4 |
AS |
$73.30 |
$262,126 |
D/D |
(3,562) |
27,637,892 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-16 |
4 |
AS |
$42.12 |
$150,192 |
D/D |
(3,566) |
26,437,501 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-19 |
4 |
AS |
$45.22 |
$163,008 |
D/D |
(3,590) |
29,425,897 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-11 |
4 |
AS |
$60.62 |
$220,486 |
D/D |
(3,600) |
27,851,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.66 |
$260,794 |
D/D |
(3,600) |
27,564,026 |
0 |
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-08-28 |
4 |
D |
$42.00 |
$151,200 |
D/D |
(3,600) |
0 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-11 |
4 |
AS |
$238.00 |
$863,236 |
D/D |
(3,606) |
12,575,693 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-25 |
4 |
AS |
$224.11 |
$810,918 |
D/D |
(3,609) |
19,002,930 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-14 |
4 |
AS |
$237.38 |
$858,797 |
D/D |
(3,612) |
11,627,334 |
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 |
• • • |
2021-07-23 |
4 |
AS |
$247.15 |
$906,325 |
D/D |
(3,639) |
18,356,880 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-31 |
4 |
AS |
$73.41 |
$268,863 |
D/D |
(3,648) |
28,199,693 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-27 |
4 |
AS |
$38.36 |
$141,614 |
D/D |
(3,673) |
29,900,000 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-07 |
4 |
AS |
$121.43 |
$446,123 |
D/D |
(3,674) |
22,345,574 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-23 |
4 |
AS |
$153.09 |
$563,235 |
D/D |
(3,679) |
20,982,344 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$70.77 |
$266,814 |
D/D |
(3,696) |
27,619,496 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-31 |
4 |
AS |
$278.30 |
$1,035,032 |
D/D |
(3,707) |
12,640,477 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-18 |
4 |
AS |
$274.47 |
$1,023,019 |
D/D |
(3,719) |
13,456,880 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-24 |
4 |
AS |
$246.56 |
$921,283 |
D/D |
(3,728) |
18,478,669 |
0 |
% |
|
1684 Records found
|
|
Page 16 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 |
| |
|
|
|
|
|
