| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,662,525 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,073,472,831 |
|
|
|
Indirect Value
|
$1,413,192,610 |
|
|
| Total
Shares |
15,565,188 |
|
|
| Total
Value |
$4,486,665,441 |
|
|
|
|
|
|
|
|
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... |
2024-05-30 |
10,662,525 |
2024-05-30 |
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 :
1689 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 19 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 |
• • • |
2022-09-19 |
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 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-22 |
4 |
AS |
$273.10 |
$1,241,403 |
D/D |
(4,545) |
12,907,397 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-11 |
4 |
AS |
$272.48 |
$1,242,104 |
D/D |
(4,547) |
13,488,326 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-05 |
4 |
AS |
$45.21 |
$208,321 |
D/D |
(4,558) |
29,475,844 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-06-09 |
4 |
AS |
$241.65 |
$1,109,668 |
D/D |
(4,581) |
12,452,245 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-06-06 |
4 |
AS |
$244.97 |
$1,128,998 |
D/D |
(4,582) |
12,466,126 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-26 |
4 |
AS |
$36.92 |
$170,204 |
D/D |
(4,584) |
29,651,488 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-25 |
4 |
AS |
$59.86 |
$282,445 |
D/D |
(4,649) |
28,431,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-08 |
4 |
AS |
$310.27 |
$1,454,252 |
D/D |
(4,675) |
10,776,823 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-30 |
4 |
AS |
$229.90 |
$1,076,167 |
D/D |
(4,680) |
12,327,629 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-14 |
4 |
AS |
$295.81 |
$1,387,467 |
D/D |
(4,681) |
10,708,316 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-01 |
4 |
AS |
$229.83 |
$1,079,743 |
D/D |
(4,695) |
11,288,530 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-19 |
4 |
AS |
$62.49 |
$295,127 |
D/D |
(4,696) |
27,831,456 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-26 |
4 |
AS |
$50.49 |
$237,284 |
D/D |
(4,700) |
25,429,158 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-17 |
4 |
AS |
$48.60 |
$230,311 |
D/D |
(4,711) |
28,939,268 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-23 |
4 |
AS |
$115.29 |
$544,165 |
D/D |
(4,720) |
22,891,341 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-11 |
4 |
AS |
$60.36 |
$287,525 |
D/D |
(4,724) |
28,524,935 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-07 |
4 |
AS |
$64.88 |
$307,524 |
D/D |
(4,734) |
27,775,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-29 |
4 |
AS |
$43.73 |
$209,232 |
D/D |
(4,746) |
29,490,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-22 |
4 |
AS |
$35.25 |
$174,591 |
D/D |
(4,753) |
29,832,300 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-23 |
4 |
AS |
$154.70 |
$740,199 |
D/D |
(4,784) |
21,584,208 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-02 |
4 |
AS |
$63.96 |
$308,656 |
D/D |
(4,792) |
28,359,887 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-08 |
4 |
AS |
$312.13 |
$1,495,918 |
D/D |
(4,792) |
13,429,206 |
0 |
% |
|
1689 Records found
|
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Page 19 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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|
