| |
| |
|
| 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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|
Records found :
1687 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 21 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 |
• • – |
2009-07-29 |
4 |
AS |
$46.57 |
$237,562 |
D/D |
(5,101) |
26,316,301 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-28 |
4 |
AS |
$211.86 |
$1,087,593 |
D/D |
(5,120) |
11,680,684 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-11 |
4 |
AS |
$294.17 |
$1,516,314 |
D/D |
(5,149) |
12,940,661 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-26 |
4 |
AS |
$63.14 |
$326,067 |
D/D |
(5,164) |
27,423,990 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-13 |
4 |
AS |
$68.31 |
$362,528 |
D/D |
(5,170) |
28,125,958 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-06-25 |
4 |
AS |
$46.77 |
$242,494 |
D/D |
(5,178) |
29,047,467 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-16 |
4 |
AS |
$57.06 |
$297,893 |
D/D |
(5,200) |
27,759,699 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-17 |
4 |
AS |
$73.74 |
$383,898 |
D/D |
(5,200) |
27,583,326 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-07 |
4 |
GD |
$0.00 |
$0 |
D/D |
5,200 |
19,413,584 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-08 |
4 |
AS |
$237.70 |
$1,241,138 |
D/D |
(5,207) |
11,743,241 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-10 |
4 |
AS |
$68.45 |
$358,402 |
D/D |
(5,208) |
28,049,035 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-29 |
4 |
AS |
$142.54 |
$745,968 |
D/D |
(5,214) |
20,123,915 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-07-01 |
4 |
AS |
$140.47 |
$757,350 |
D/D |
(5,218) |
20,102,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-26 |
4 |
AS |
$37.26 |
$196,666 |
D/D |
(5,219) |
29,920,654 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-01-02 |
4 |
AS |
$109.22 |
$571,109 |
D/D |
(5,226) |
22,597,304 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-20 |
4 |
AS |
$299.17 |
$1,570,202 |
D/D |
(5,234) |
10,687,931 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-17 |
4 |
AS |
$320.74 |
$1,687,511 |
D/D |
(5,258) |
13,375,993 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-04 |
4 |
AS |
$44.75 |
$238,128 |
D/D |
(5,280) |
29,484,833 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$69.36 |
$374,272 |
D/D |
(5,280) |
28,346,401 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$62.86 |
$335,837 |
D/D |
(5,296) |
28,608,039 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-25 |
4 |
AS |
$150.59 |
$802,037 |
D/D |
(5,325) |
21,383,721 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-08 |
4 |
AS |
$63.65 |
$349,180 |
D/D |
(5,346) |
28,765,149 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-17 |
4 |
AS |
$236.71 |
$1,268,869 |
D/D |
(5,347) |
11,613,445 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-29 |
4 |
AS |
$43.78 |
$235,479 |
D/D |
(5,354) |
29,494,859 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-21 |
4 |
AS |
$272.83 |
$1,474,181 |
D/D |
(5,397) |
13,576,894 |
0 |
% |
|
1687 Records found
|
|
Page 21 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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|
|
|
