Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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      


Morningstar Inc $3,063,700,046 Morningstar Inc $3,063,700,046
 


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*  
* Premium Members only  

Records found :    1693         Free Registration Required For Full Results.    Limit: 25

 Download
  Page 28 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   •       •      –    2009-10-12 4 AS $51.94 $471,577 D/D (9,000) 26,113,006 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-10-16 4 AS $47.34 $473,483 D/D (10,000) 27,250,578 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-26 4 AS $44.85 $474,035 D/D (10,474) 29,369,692 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-25 4 AS $46.43 $478,218 D/D (10,300) 25,239,348 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-15 4 AS $37.97 $478,815 D/D (12,538) 29,700,015 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-24 4 AS $46.63 $480,243 D/D (10,300) 25,249,648 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-05 4 AS $47.52 $480,364 D/D (10,108) 29,117,645 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-01-23 4 AS $60.07 $480,560 D/D (8,000) 27,983,845 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-27 4 AS $37.03 $482,214 D/D (13,000) 29,638,488 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-21 4 AS $155.99 $482,511 D/D (3,092) 21,176,120 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-03 4 AS $47.09 $485,002 D/D (10,300) 25,407,458 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-20 4 AS $61.97 $485,814 D/D (7,800) 28,642,850 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-14 4 AS $146.24 $485,908 D/D (3,320) 21,907,345 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-11 4 AS $138.77 $486,927 D/D (3,509) 23,129,592 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-03-20 4 AS $60.88 $487,242 D/D (8,000) 27,820,152 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-04 4 AS $47.34 $487,637 D/D (10,300) 25,397,158 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-10-13 4 AS $46.25 $488,023 D/D (10,000) 27,270,578 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-03-26 4 AS $61.15 $489,200 D/D (8,000) 28,795,835 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-07-21 4 AS $44.47 $489,203 D/D (11,000) 24,999,194 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   •       •      –    2010-05-17 4 AS $47.68 $491,123 D/D (10,300) 25,345,658 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-07-16 4 AS $61.46 $491,642 D/D (8,000) 27,531,626 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-26 4 AS $47.67 $492,300 D/D (10,300) 25,229,048 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-02 4 AS $46.78 $492,369 D/D (10,505) 29,009,002 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-06 4 AS $59.00 $492,653 D/D (8,223) 28,811,621 0 -
  1693  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15   16   17   18   19   20   21   22   23   24   25   26   27   28  29   30   31   32   33   34   35   36   37   38   39   40   41   42   43   44   45   46   47   48   49   50   51   52   53   54   55   56   57   58   59   60   61   62   63   64   65   66   67   68      
  Page 28 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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us