| |
| |
|
| 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 23 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 |
• • • |
2007-10-01 |
4 |
AS |
$61.57 |
$358,640 |
D/D |
(5,740) |
28,388,182 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-27 |
4 |
AS |
$210.54 |
$1,213,272 |
D/D |
(5,750) |
12,236,388 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-03 |
4 |
AS |
$310.98 |
$1,788,534 |
D/D |
(5,751) |
13,445,105 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-18 |
4 |
AS |
$60.64 |
$359,977 |
D/D |
(5,770) |
28,474,621 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-12 |
4 |
AS |
$252.66 |
$1,479,519 |
D/D |
(5,777) |
12,372,041 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$69.35 |
$407,099 |
D/D |
(5,778) |
28,241,811 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-25 |
4 |
AS |
$36.36 |
$212,130 |
D/D |
(5,787) |
29,667,488 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-01 |
4 |
AS |
$61.70 |
$359,264 |
D/D |
(5,789) |
28,382,393 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-07 |
4 |
S |
$37.21 |
$215,994 |
D/D |
(5,800) |
29,751,101 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-02 |
4 |
AS |
$69.79 |
$404,795 |
D/D |
(5,800) |
27,558,226 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-21 |
4 |
AS |
$45.76 |
$265,382 |
D/D |
(5,800) |
26,191,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-23 |
4 |
AS |
$70.52 |
$414,359 |
D/D |
(5,830) |
28,221,974 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-08 |
4 |
AS |
$125.08 |
$734,435 |
D/D |
(5,830) |
22,948,040 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-06 |
4 |
AS |
$139.56 |
$823,324 |
D/D |
(5,893) |
20,743,163 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-13 |
4 |
AS |
$73.49 |
$434,790 |
D/D |
(5,895) |
27,653,704 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-19 |
4 |
AS |
$37.74 |
$224,695 |
D/D |
(5,908) |
29,968,628 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-19 |
4 |
AS |
$63.03 |
$376,845 |
D/D |
(5,941) |
28,456,540 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$69.32 |
$423,486 |
D/D |
(5,966) |
28,340,135 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-05 |
4 |
AS |
$141.28 |
$846,094 |
D/D |
(5,988) |
23,155,436 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-10 |
4 |
AS |
$69.49 |
$417,565 |
D/D |
(5,993) |
27,592,199 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$58.77 |
$358,732 |
D/D |
(6,000) |
28,819,844 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-29 |
4 |
AS |
$74.04 |
$444,672 |
D/D |
(6,001) |
28,206,803 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-08 |
4 |
AS |
$220.53 |
$1,328,707 |
D/D |
(6,022) |
11,263,385 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-01 |
4 |
AS |
$298.09 |
$1,797,718 |
D/D |
(6,025) |
10,821,591 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-01 |
4 |
AS |
$47.04 |
$284,568 |
D/D |
(6,050) |
25,688,786 |
0 |
- |
|
1687 Records found
|
|
Page 23 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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|
