| |
| |
|
| 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 22 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 |
• • – |
2006-08-22 |
4 |
AS |
$35.30 |
$196,001 |
D/D |
(5,400) |
29,826,900 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-25 |
4 |
AS |
$246.05 |
$1,330,139 |
D/D |
(5,400) |
12,433,758 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-02 |
4 |
AS |
$249.42 |
$1,348,322 |
D/D |
(5,400) |
12,412,078 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-08-10 |
4 |
AS |
$133.51 |
$722,402 |
D/D |
(5,411) |
23,323,639 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-19 |
4 |
AS |
$36.83 |
$201,866 |
D/D |
(5,459) |
29,694,556 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-04 |
4 |
AS |
$229.76 |
$1,261,118 |
D/D |
(5,485) |
18,940,391 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-04 |
4 |
AS |
$263.76 |
$1,447,515 |
D/D |
(5,488) |
18,734,360 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-29 |
4 |
AS |
$61.77 |
$341,675 |
D/D |
(5,500) |
28,567,438 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-15 |
4 |
AS |
$218.46 |
$1,202,964 |
D/D |
(5,503) |
11,237,194 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-21 |
4 |
AS |
$202.86 |
$1,120,544 |
D/D |
(5,519) |
11,378,310 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-05-08 |
4 |
AS |
$137.55 |
$766,080 |
D/D |
(5,569) |
22,118,771 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-18 |
4 |
AS |
$243.54 |
$1,356,307 |
D/D |
(5,569) |
18,507,476 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-24 |
4 |
AS |
$60.45 |
$338,776 |
D/D |
(5,585) |
28,437,643 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-31 |
4 |
AS |
$49.51 |
$277,739 |
D/D |
(5,597) |
28,847,493 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-28 |
4 |
AS |
$57.65 |
$324,495 |
D/D |
(5,614) |
27,742,485 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-10-01 |
4 |
AS |
$145.53 |
$819,267 |
D/D |
(5,622) |
21,365,751 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-01-11 |
4 |
AS |
$108.68 |
$611,163 |
D/D |
(5,623) |
22,525,480 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-05-31 |
4 |
AS |
$206.43 |
$1,163,051 |
D/D |
(5,632) |
11,449,943 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-11 |
4 |
AS |
$218.57 |
$1,239,700 |
D/D |
(5,650) |
11,245,747 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-21 |
4 |
AS |
$108.24 |
$612,676 |
D/D |
(5,653) |
22,656,382 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-29 |
4 |
AS |
$36.79 |
$210,976 |
D/D |
(5,700) |
29,801,500 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-28 |
4 |
AS |
$63.05 |
$359,366 |
D/D |
(5,700) |
27,493,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-12 |
4 |
AS |
$137.63 |
$785,171 |
D/D |
(5,705) |
23,123,887 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-14 |
4 |
AS |
$246.00 |
$1,410,807 |
D/D |
(5,729) |
18,692,111 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-24 |
4 |
AS |
$151.52 |
$869,395 |
D/D |
(5,738) |
20,976,606 |
0 |
- |
|
1687 Records found
|
|
Page 22 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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|
