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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,516,912 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,326,709,604 |
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Indirect Value
|
$1,550,810,360 |
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Total
Shares |
15,419,575 |
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Total
Value |
$4,877,519,964 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Morningstar Inc |
MORN |
Executive Chairman, Di... |
2024-09-10 |
10,516,912 |
2024-09-10 |
4,902,663 |
Premium* |
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Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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Records found :
1719 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 29 of 69
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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 |
|
2007-08-20 |
4 |
AS |
$61.97 |
$438,400 |
D/D |
(7,033) |
28,659,360 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-24 |
4 |
AS |
$60.45 |
$426,107 |
D/D |
(7,033) |
28,443,228 |
0 |
- |
|
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 |
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- |
|
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 |
- |
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MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-01-20 |
4 |
AS |
$34.02 |
$244,966 |
D/D |
(7,200) |
26,889,546 |
0 |
- |
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MORN |
Morningstar Inc |
Chairman & CEO |
|
2009-01-21 |
4 |
AS |
$33.55 |
$241,569 |
D/D |
(7,200) |
26,882,346 |
0 |
- |
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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 |
- |
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1719 Records found
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Page 29 of 69 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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