| |
| |
|
| 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 26 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 |
Executive Chairman |
• • • |
2019-06-24 |
4 |
AS |
$142.66 |
$935,321 |
D/D |
(6,551) |
21,854,717 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-24 |
4 |
AS |
$275.77 |
$1,808,263 |
D/D |
(6,555) |
11,348,762 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-20 |
4 |
AS |
$46.17 |
$304,815 |
D/D |
(6,567) |
29,579,742 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-28 |
4 |
AS |
$36.50 |
$241,692 |
D/D |
(6,568) |
29,807,200 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-12 |
4 |
AS |
$124.08 |
$816,050 |
D/D |
(6,573) |
22,928,059 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-19 |
4 |
AS |
$248.57 |
$1,635,774 |
D/D |
(6,580) |
19,006,539 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-24 |
4 |
AS |
$62.69 |
$418,208 |
D/D |
(6,596) |
27,977,249 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-13 |
4 |
AS |
$46.79 |
$309,941 |
D/D |
(6,600) |
29,076,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-23 |
4 |
AS |
$247.74 |
$1,637,781 |
D/D |
(6,611) |
18,482,397 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-29 |
4 |
AS |
$225.84 |
$1,498,109 |
D/D |
(6,615) |
11,551,864 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-11 |
4 |
AS |
$62.01 |
$410,514 |
D/D |
(6,620) |
27,373,870 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.26 |
$489,283 |
D/D |
(6,629) |
28,171,879 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-26 |
4 |
AS |
$64.42 |
$436,046 |
D/D |
(6,652) |
27,882,300 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-18 |
4 |
AS |
$60.01 |
$401,592 |
D/D |
(6,655) |
27,837,497 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-24 |
4 |
AS |
$263.02 |
$1,761,934 |
D/D |
(6,694) |
13,720,475 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-29 |
4 |
AS |
$36.76 |
$248,097 |
D/D |
(6,700) |
29,794,800 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-23 |
4 |
AS |
$241.65 |
$1,647,487 |
D/D |
(6,700) |
12,439,158 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-30 |
4 |
AS |
$118.61 |
$795,690 |
D/D |
(6,705) |
22,774,810 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-12 |
4 |
AS |
$154.34 |
$1,037,785 |
D/D |
(6,705) |
21,661,650 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-31 |
4 |
AS |
$72.80 |
$493,851 |
D/D |
(6,707) |
28,192,986 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-12 |
4 |
AS |
$260.59 |
$1,752,825 |
D/D |
(6,726) |
18,277,639 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-08 |
4 |
AS |
$261.97 |
$1,762,524 |
D/D |
(6,726) |
11,456,472 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-07 |
4 |
AS |
$53.12 |
$358,042 |
D/D |
(6,735) |
27,300,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-09 |
4 |
AS |
$311.49 |
$2,101,356 |
D/D |
(6,739) |
13,422,467 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-05 |
4 |
AS |
$163.27 |
$1,100,830 |
D/D |
(6,742) |
20,091,957 |
0 |
% |
|
1687 Records found
|
|
Page 26 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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|
