| |
| |
|
| 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 20 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 |
• • • |
2024-05-15 |
4 |
AS |
$297.25 |
$1,446,501 |
D/D |
(4,804) |
10,703,512 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-17 |
4 |
AS |
$34.99 |
$169,444 |
D/D |
(4,819) |
29,855,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-27 |
4 |
S |
$46.61 |
$231,484 |
D/D |
(4,944) |
29,019,507 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-27 |
4/A |
AS |
$46.61 |
$231,484 |
D/D |
(4,944) |
29,019,507 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.63 |
$307,384 |
D/D |
(4,946) |
28,572,938 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-04-04 |
4 |
AS |
$129.09 |
$640,201 |
D/D |
(4,948) |
22,181,753 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-21 |
4 |
AS |
$215.39 |
$1,069,986 |
D/D |
(4,963) |
11,211,558 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-21 |
4 |
AS |
$224.65 |
$1,120,363 |
D/D |
(4,970) |
12,242,563 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-07-10 |
4 |
AS |
$147.52 |
$735,550 |
D/D |
(4,971) |
21,747,635 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-28 |
4 |
AS |
$222.50 |
$1,108,262 |
D/D |
(4,973) |
19,240,930 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-03-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
5,000 |
29,292,000 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-25 |
4 |
AS |
$59.80 |
$302,723 |
D/D |
(5,000) |
28,426,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-28 |
4 |
AS |
$36.98 |
$185,749 |
D/D |
(5,013) |
29,633,475 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-09 |
4 |
AS |
$206.96 |
$1,043,132 |
D/D |
(5,022) |
11,509,051 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-22 |
4 |
AS |
$299.52 |
$1,507,742 |
D/D |
(5,023) |
10,674,922 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-13 |
4 |
AS |
$148.93 |
$749,327 |
D/D |
(5,031) |
21,039,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-07 |
4 |
AS |
$144.60 |
$737,728 |
D/D |
(5,059) |
20,470,551 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-01 |
4 |
AS |
$61.89 |
$316,933 |
D/D |
(5,062) |
28,377,331 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-07 |
4 |
AS |
$74.83 |
$379,437 |
D/D |
(5,063) |
28,142,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-10 |
4 |
AS |
$298.66 |
$1,513,978 |
D/D |
(5,063) |
10,714,555 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-23 |
4 |
AS |
$54.67 |
$281,163 |
D/D |
(5,068) |
27,751,031 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-17 |
4 |
AS |
$265.89 |
$1,350,385 |
D/D |
(5,075) |
18,254,850 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-24 |
4 |
AS |
$294.32 |
$1,509,298 |
D/D |
(5,082) |
10,668,725 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-07 |
4/A |
GD |
$0.00 |
$0 |
D/D |
5,100 |
19,413,784 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-16 |
4 |
AS |
$244.56 |
$1,251,706 |
D/D |
(5,100) |
12,465,200 |
0 |
% |
|
1687 Records found
|
|
Page 20 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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|
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|
