| |
| |
|
| 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 25 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 |
• • – |
2008-06-03 |
4 |
AS |
$69.97 |
$441,708 |
D/D |
(6,300) |
27,608,692 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-22 |
4 |
AS |
$34.83 |
$219,447 |
D/D |
(6,300) |
26,876,046 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-18 |
4 |
AS |
$60.61 |
$386,017 |
D/D |
(6,301) |
28,468,320 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-29 |
4 |
AS |
$57.68 |
$364,346 |
D/D |
(6,301) |
27,733,798 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.30 |
$455,835 |
D/D |
(6,321) |
28,298,463 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-07 |
4 |
AS |
$49.53 |
$314,052 |
D/D |
(6,341) |
26,122,006 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-15 |
4 |
AS |
$236.40 |
$1,516,987 |
D/D |
(6,362) |
11,620,972 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-31 |
4 |
AS |
$63.40 |
$404,468 |
D/D |
(6,372) |
27,479,954 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-19 |
4 |
AS |
$48.25 |
$309,835 |
D/D |
(6,400) |
29,069,945 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-11 |
4 |
AS |
$49.05 |
$313,908 |
D/D |
(6,400) |
25,578,246 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-23 |
4 |
AS |
$316.45 |
$2,028,809 |
D/D |
(6,400) |
13,351,087 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-16 |
4 |
AS |
$45.56 |
$292,431 |
D/D |
(6,407) |
29,580,709 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-07-21 |
4 |
AS |
$43.76 |
$280,392 |
D/D |
(6,408) |
26,340,302 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-02 |
4 |
AS |
$108.56 |
$695,784 |
D/D |
(6,409) |
23,779,856 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.83 |
$394,784 |
D/D |
(6,417) |
28,500,217 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-22 |
4 |
AS |
$240.18 |
$1,549,598 |
D/D |
(6,417) |
12,445,858 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-08-03 |
4 |
AS |
$130.24 |
$837,590 |
D/D |
(6,431) |
23,374,687 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-09 |
4 |
AS |
$295.94 |
$1,918,697 |
D/D |
(6,450) |
10,719,618 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-24 |
4 |
AS |
$62.94 |
$411,479 |
D/D |
(6,451) |
27,813,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-01-09 |
4 |
AS |
$153.80 |
$998,201 |
D/D |
(6,475) |
20,906,778 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-04 |
4 |
AS |
$124.49 |
$809,762 |
D/D |
(6,498) |
22,359,353 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-15 |
4 |
AS |
$34.19 |
$223,299 |
D/D |
(6,500) |
29,885,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-22 |
4 |
AS |
$44.88 |
$293,245 |
D/D |
(6,520) |
29,380,166 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-13 |
4 |
AS |
$137.25 |
$898,683 |
D/D |
(6,539) |
23,117,348 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-07-06 |
4 |
AS |
$193.73 |
$1,268,979 |
D/D |
(6,550) |
11,316,127 |
0 |
% |
|
1687 Records found
|
|
Page 25 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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|
