| |
| |
|
| 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 |
$3,069,217,600 |
|
|
|
Indirect Value
|
$1,410,447,118 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,479,664,719 |
|
|
|
|
|
|
|
|
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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|
|
|
|
|
|
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|
Records found :
1687 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 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 |
• • • |
2024-02-05 |
4 |
AS |
$276.97 |
$27,697 |
D/D |
(100) |
10,934,666 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-31 |
4 |
AS |
$261.84 |
$31,421 |
D/D |
(120) |
12,482,662 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-01 |
4 |
AS |
$254.35 |
$30,522 |
D/D |
(120) |
12,423,080 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-06 |
4 |
AS |
$239.94 |
$28,793 |
D/D |
(120) |
11,811,958 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-02 |
4 |
AS |
$226.91 |
$27,229 |
D/D |
(120) |
11,288,410 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-28 |
4 |
AS |
$245.55 |
$29,712 |
D/D |
(121) |
12,433,637 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-10 |
4 |
AS |
$159.88 |
$19,666 |
D/D |
(123) |
20,080,973 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-06-08 |
4 |
AS |
$245.83 |
$30,975 |
D/D |
(126) |
12,456,826 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-20 |
4 |
AS |
$63.32 |
$8,232 |
D/D |
(130) |
28,450,261 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-21 |
4 |
AS |
$163.72 |
$21,284 |
D/D |
(130) |
20,803,496 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-25 |
4 |
AS |
$225.40 |
$29,753 |
D/D |
(132) |
18,817,585 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-08 |
4 |
AS |
$299.82 |
$40,257 |
D/D |
(134) |
10,726,348 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-10 |
4 |
AS |
$200.56 |
$28,079 |
D/D |
(140) |
11,508,911 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-23 |
4 |
AS |
$202.26 |
$28,519 |
D/D |
(141) |
19,547,521 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-03 |
4 |
AS |
$243.49 |
$34,660 |
D/D |
(142) |
19,125,441 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$70.92 |
$10,523 |
D/D |
(148) |
28,339,987 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-21 |
4 |
AS |
$284.35 |
$42,476 |
D/D |
(149) |
13,024,316 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-10 |
4 |
AS |
$268.66 |
$40,299 |
D/D |
(150) |
12,799,042 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4/A |
AS |
$45.05 |
$7,659 |
D/D |
(170) |
29,588,087 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4 |
OE |
$45.05 |
$7,659 |
D/D |
170 |
29,588,087 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-23 |
4 |
AS |
$239.04 |
$43,027 |
D/D |
(180) |
12,359,381 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-06 |
4 |
AS |
$320.74 |
$58,696 |
D/D |
(183) |
13,084,848 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-21 |
4 |
AS |
$36.58 |
$7,316 |
D/D |
(200) |
29,949,953 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-27 |
4 |
AS |
$38.66 |
$7,747 |
D/D |
(200) |
29,903,673 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-22 |
4 |
AS |
$36.69 |
$7,338 |
D/D |
(200) |
29,681,225 |
0 |
- |
|
1687 Records found
|
|
Page 2 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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|
