| |
| |
|
| 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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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 17 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 |
• • • |
2022-08-11 |
4 |
AS |
$257.14 |
$256,481 |
D/D |
(995) |
12,377,818 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-15 |
4 |
AS |
$230.78 |
$256,653 |
D/D |
(1,110) |
12,264,623 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-14 |
4 |
AS |
$32.15 |
$257,163 |
D/D |
(8,000) |
26,649,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-13 |
4 |
AS |
$35.79 |
$257,685 |
D/D |
(7,200) |
26,896,746 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-14 |
4 |
AS |
$298.05 |
$258,148 |
D/D |
(866) |
13,034,832 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-21 |
4 |
AS |
$36.56 |
$259,488 |
D/D |
(7,083) |
29,950,153 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-15 |
4 |
AS |
$32.44 |
$259,510 |
D/D |
(8,000) |
26,641,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-14 |
4 |
AS |
$244.93 |
$259,871 |
D/D |
(1,061) |
12,479,519 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-16 |
4 |
AS |
$32.55 |
$260,402 |
D/D |
(8,000) |
26,733,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.66 |
$260,794 |
D/D |
(3,600) |
27,564,026 |
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 |
• • – |
2008-05-19 |
4 |
AS |
$73.30 |
$262,126 |
D/D |
(3,562) |
27,637,892 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-05 |
4 |
AS |
$36.81 |
$265,050 |
D/D |
(7,200) |
26,919,046 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-21 |
4 |
AS |
$45.76 |
$265,382 |
D/D |
(5,800) |
26,191,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-28 |
4 |
AS |
$69.94 |
$266,022 |
D/D |
(3,800) |
27,623,192 |
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 |
Chairman & CEO |
• • – |
2009-04-21 |
4 |
AS |
$33.42 |
$267,325 |
D/D |
(8,000) |
26,633,230 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-23 |
4 |
AS |
$33.42 |
$267,699 |
D/D |
(8,000) |
26,717,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-22 |
4 |
AS |
$44.35 |
$268,306 |
D/D |
(6,050) |
25,646,746 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-08 |
4 |
AS |
$66.01 |
$268,702 |
D/D |
(4,042) |
28,756,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-23 |
4 |
AS |
$44.43 |
$268,791 |
D/D |
(6,050) |
25,640,696 |
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 |
Executive Chairman |
• • • |
2018-10-08 |
4 |
AS |
$117.09 |
$268,955 |
D/D |
(2,297) |
23,005,571 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$63.04 |
$269,232 |
D/D |
(4,235) |
28,613,335 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-24 |
4 |
AS |
$44.61 |
$269,864 |
D/D |
(6,050) |
25,634,646 |
0 |
- |
|
1684 Records found
|
|
Page 17 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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|
