| |
| |
|
| 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 |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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 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 |
• • • |
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 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-09 |
4 |
AS |
$219.75 |
$823,053 |
D/D |
(3,740) |
11,259,645 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-21 |
4 |
AS |
$272.65 |
$1,021,904 |
D/D |
(3,748) |
10,883,563 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.97 |
$231,965 |
D/D |
(3,757) |
28,506,634 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-09 |
4 |
AS |
$205.45 |
$773,017 |
D/D |
(3,761) |
11,410,545 |
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 |
Executive Chairman |
• • • |
2019-05-23 |
4 |
AS |
$135.40 |
$515,350 |
D/D |
(3,806) |
22,036,839 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-12 |
4 |
AS |
$119.60 |
$460,583 |
D/D |
(3,849) |
22,329,988 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-26 |
4 |
AS |
$46.54 |
$182,200 |
D/D |
(3,900) |
29,036,267 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-27 |
4 |
AS |
$68.71 |
$270,371 |
D/D |
(3,900) |
27,628,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-07 |
4 |
AS |
$242.83 |
$955,206 |
D/D |
(3,916) |
11,645,542 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-07 |
4 |
AS |
$233.27 |
$928,218 |
D/D |
(3,976) |
18,592,853 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-09 |
4 |
AS |
$47.36 |
$189,950 |
D/D |
(4,000) |
28,978,466 |
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 |
• • – |
2006-12-26 |
4 |
AS |
$44.68 |
$181,271 |
D/D |
(4,024) |
29,350,815 |
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 |
• • – |
2008-05-05 |
4 |
AS |
$72.71 |
$304,087 |
D/D |
(4,078) |
27,721,421 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-20 |
4 |
AS |
$36.55 |
$149,353 |
D/D |
(4,080) |
29,945,873 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-14 |
4 |
AS |
$39.15 |
$161,099 |
D/D |
(4,100) |
29,995,900 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-17 |
4 |
AS |
$48.50 |
$200,098 |
D/D |
(4,100) |
28,928,979 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-09 |
4 |
AS |
$241.99 |
$1,009,398 |
D/D |
(4,140) |
11,639,905 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-20 |
4 |
AS |
$273.07 |
$1,140,340 |
D/D |
(4,176) |
10,887,311 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-07 |
4 |
AS |
$141.84 |
$593,046 |
D/D |
(4,178) |
23,143,209 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-23 |
4 |
AS |
$49.59 |
$208,433 |
D/D |
(4,184) |
28,916,793 |
0 |
- |
|
1687 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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|
|
|
