| |
| |
|
| 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 18 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 |
Chairman & CEO |
• • – |
2006-12-06 |
4 |
AS |
$45.67 |
$197,132 |
D/D |
(4,285) |
29,471,559 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-17 |
4 |
AS |
$299.37 |
$1,283,360 |
D/D |
(4,285) |
10,693,165 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-30 |
4 |
AS |
$343.40 |
$1,474,112 |
D/D |
(4,292) |
13,106,665 |
0 |
% |
|
| 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 |
• • • |
2007-07-02 |
4 |
AS |
$46.82 |
$202,418 |
D/D |
(4,310) |
29,004,692 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-08 |
4 |
AS |
$64.84 |
$284,914 |
D/D |
(4,314) |
28,760,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-14 |
4 |
AS |
$73.83 |
$319,175 |
D/D |
(4,314) |
27,647,285 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.65 |
$319,617 |
D/D |
(4,320) |
27,660,169 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-01-10 |
4 |
AS |
$153.84 |
$670,545 |
D/D |
(4,348) |
20,902,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-12 |
4 |
AS |
$151.43 |
$659,730 |
D/D |
(4,353) |
21,067,782 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-27 |
4 |
AS |
$212.86 |
$927,817 |
D/D |
(4,357) |
11,685,804 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-29 |
4 |
AS |
$298.42 |
$1,313,427 |
D/D |
(4,398) |
10,827,616 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-17 |
4 |
AS |
$45.36 |
$200,913 |
D/D |
(4,400) |
29,576,309 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-25 |
4 |
AS |
$71.65 |
$317,054 |
D/D |
(4,400) |
27,567,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-09 |
4 |
AS |
$34.93 |
$153,691 |
D/D |
(4,400) |
26,828,446 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-22 |
4 |
AS |
$141.66 |
$627,074 |
D/D |
(4,426) |
20,356,916 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-16 |
4 |
AS |
$281.05 |
$1,244,508 |
D/D |
(4,428) |
12,921,761 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-09 |
4 |
AS |
$69.61 |
$312,396 |
D/D |
(4,467) |
27,601,725 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-11 |
4 |
AS |
$252.75 |
$1,136,719 |
D/D |
(4,493) |
18,708,216 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-02 |
4 |
AS |
$50.94 |
$229,024 |
D/D |
(4,496) |
26,067,607 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-31 |
4 |
AS |
$161.06 |
$724,454 |
D/D |
(4,498) |
19,946,061 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-18 |
4 |
AS |
$45.36 |
$204,304 |
D/D |
(4,500) |
29,444,273 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-19 |
4 |
AS |
$223.84 |
$1,007,722 |
D/D |
(4,502) |
12,259,521 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-06-10 |
4 |
AS |
$147.48 |
$668,624 |
D/D |
(4,511) |
21,921,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-12 |
4 |
AS |
$269.58 |
$1,567,666 |
D/D |
(4,526) |
13,483,800 |
0 |
% |
|
1684 Records found
|
|
Page 18 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 |
| |
|
|
|
|
|
