| |
| |
|
| 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 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 |
Executive Chairman |
• • • |
2023-06-06 |
4 |
AS |
$205.90 |
$1,457,101 |
D/D |
(7,057) |
11,426,301 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-21 |
4 |
AS |
$36.56 |
$259,488 |
D/D |
(7,083) |
29,950,153 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-10-09 |
4 |
AS |
$115.49 |
$819,446 |
D/D |
(7,091) |
22,998,480 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-21 |
4 |
AS |
$35.05 |
$251,372 |
D/D |
(7,100) |
29,840,000 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-10 |
4 |
AS |
$157.02 |
$1,121,674 |
D/D |
(7,142) |
20,858,528 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-29 |
4 |
AS |
$231.20 |
$1,657,303 |
D/D |
(7,154) |
12,332,309 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-07-15 |
4 |
AS |
$62.18 |
$447,674 |
D/D |
(7,200) |
27,539,626 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-05 |
4 |
AS |
$36.81 |
$265,050 |
D/D |
(7,200) |
26,919,046 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-06 |
4 |
AS |
$37.76 |
$271,884 |
D/D |
(7,200) |
26,911,846 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-07 |
4 |
AS |
$38.05 |
$273,926 |
D/D |
(7,200) |
26,904,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-13 |
4 |
AS |
$35.79 |
$257,685 |
D/D |
(7,200) |
26,896,746 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-20 |
4 |
AS |
$34.02 |
$244,966 |
D/D |
(7,200) |
26,889,546 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-21 |
4 |
AS |
$33.55 |
$241,569 |
D/D |
(7,200) |
26,882,346 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-26 |
4 |
AS |
$35.28 |
$254,015 |
D/D |
(7,200) |
26,868,846 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-27 |
4 |
AS |
$35.01 |
$252,053 |
D/D |
(7,200) |
26,861,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-28 |
4 |
AS |
$35.49 |
$255,550 |
D/D |
(7,200) |
26,854,446 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-02 |
4 |
AS |
$34.74 |
$250,124 |
D/D |
(7,200) |
26,840,046 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-03 |
4 |
AS |
$34.76 |
$250,267 |
D/D |
(7,200) |
26,847,246 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-04 |
4 |
AS |
$34.80 |
$250,556 |
D/D |
(7,200) |
26,832,846 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-11 |
4 |
AS |
$34.03 |
$244,991 |
D/D |
(7,200) |
26,818,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-18 |
4 |
AS |
$34.23 |
$247,932 |
D/D |
(7,200) |
26,811,471 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-19 |
4 |
AS |
$33.11 |
$238,378 |
D/D |
(7,200) |
26,804,271 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-23 |
4 |
AS |
$27.88 |
$200,770 |
D/D |
(7,200) |
26,797,071 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-24 |
4 |
AS |
$27.83 |
$200,350 |
D/D |
(7,200) |
26,789,871 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-03 |
4 |
AS |
$27.28 |
$196,446 |
D/D |
(7,200) |
26,779,671 |
0 |
- |
|
1687 Records found
|
|
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 |
| |
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|
