| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,641,912 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,063,700,046 |
|
|
|
Indirect Value
|
$1,411,427,651 |
|
|
| Total
Shares |
15,544,575 |
|
|
| Total
Value |
$4,475,127,697 |
|
|
|
|
|
|
|
|
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... |
2024-06-05 |
10,641,912 |
2024-06-05 |
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 :
1693 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 24 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 |
• • • |
2007-10-29 |
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 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-02 |
4 |
AS |
$47.07 |
$284,773 |
D/D |
(6,050) |
25,682,736 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-03 |
4 |
AS |
$47.13 |
$285,147 |
D/D |
(6,050) |
25,676,686 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-09 |
4 |
AS |
$45.19 |
$273,388 |
D/D |
(6,050) |
25,668,396 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-16 |
4 |
AS |
$45.05 |
$272,527 |
D/D |
(6,050) |
25,661,546 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-17 |
4 |
AS |
$45.12 |
$272,997 |
D/D |
(6,050) |
25,655,496 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-22 |
4 |
AS |
$44.35 |
$268,306 |
D/D |
(6,050) |
25,646,746 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-23 |
4 |
AS |
$44.43 |
$268,791 |
D/D |
(6,050) |
25,640,696 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-24 |
4 |
AS |
$44.61 |
$269,864 |
D/D |
(6,050) |
25,634,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-20 |
4 |
AS |
$62.04 |
$377,460 |
D/D |
(6,057) |
28,636,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-01 |
4 |
AS |
$61.54 |
$377,693 |
D/D |
(6,061) |
28,789,774 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-16 |
4 |
AS |
$300.26 |
$1,822,319 |
D/D |
(6,062) |
10,697,450 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-20 |
4 |
AS |
$45.71 |
$281,680 |
D/D |
(6,082) |
29,563,660 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-10 |
4 |
AS |
$33.80 |
$207,200 |
D/D |
(6,130) |
27,145,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-04 |
4 |
AS |
$63.74 |
$395,906 |
D/D |
(6,138) |
27,873,614 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-19 |
4 |
AS |
$63.01 |
$389,206 |
D/D |
(6,149) |
28,450,391 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-21 |
4 |
AS |
$183.60 |
$1,151,795 |
D/D |
(6,151) |
11,468,225 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-17 |
4 |
AS |
$204.22 |
$1,262,081 |
D/D |
(6,180) |
19,572,208 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-17 |
4 |
AS |
$48.24 |
$302,467 |
D/D |
(6,189) |
28,933,079 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-26 |
4 |
AS |
$298.12 |
$1,851,973 |
D/D |
(6,198) |
10,852,973 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.24 |
$455,585 |
D/D |
(6,200) |
28,148,508 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-04 |
4 |
AS |
$47.80 |
$297,585 |
D/D |
(6,225) |
29,127,753 |
0 |
- |
|
1693 Records found
|
|
Page 24 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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|
