| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,725 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,114,627,577 |
|
|
|
Indirect Value
|
$1,431,283,436 |
|
|
| Total
Shares |
15,571,388 |
|
|
| Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
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|
|
|
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|
|
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|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 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 |
• • – |
2006-09-22 |
4 |
AS |
$36.69 |
$7,338 |
D/D |
(200) |
29,681,225 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4/A |
AS |
$45.05 |
$7,659 |
D/D |
(170) |
29,588,087 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-15 |
4 |
OE |
$45.05 |
$7,659 |
D/D |
170 |
29,588,087 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-27 |
4 |
AS |
$38.66 |
$7,747 |
D/D |
(200) |
29,903,673 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-20 |
4 |
AS |
$63.32 |
$8,232 |
D/D |
(130) |
28,450,261 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-22 |
4 |
AS |
$44.30 |
$8,860 |
D/D |
(200) |
29,501,009 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-04 |
4 |
AS |
$45.61 |
$9,122 |
D/D |
(200) |
25,610,146 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-06-17 |
4 |
AS |
$224.45 |
$10,263 |
D/D |
(45) |
12,423,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-20 |
4 |
AS |
$51.36 |
$10,271 |
D/D |
(200) |
26,093,506 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-08 |
4 |
AS |
$70.92 |
$10,523 |
D/D |
(148) |
28,339,987 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-23 |
4 |
AS |
$50.49 |
$10,653 |
D/D |
(211) |
27,238,931 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-10-03 |
4 |
AS |
$214.68 |
$10,949 |
D/D |
(51) |
12,223,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-10 |
4 |
AS |
$60.71 |
$12,143 |
D/D |
(200) |
27,855,552 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-06 |
4 |
AS |
$275.22 |
$12,385 |
D/D |
(45) |
10,934,621 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-10 |
4 |
AS |
$63.80 |
$12,759 |
D/D |
(200) |
27,382,690 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-17 |
4 |
AS |
$137.84 |
$13,784 |
D/D |
(100) |
23,108,562 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-11 |
4 |
AS |
$69.81 |
$13,962 |
D/D |
(200) |
27,589,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-02 |
4 |
AS |
$70.84 |
$14,224 |
D/D |
(200) |
27,614,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-07 |
4 |
S |
$48.62 |
$14,585 |
D/D |
(300) |
25,888,753 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-31 |
4 |
AS |
$48.66 |
$14,599 |
D/D |
(300) |
25,525,158 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-30 |
4 |
AS |
$151.42 |
$15,142 |
D/D |
(100) |
20,959,408 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-04 |
4 |
S |
$75.65 |
$15,660 |
D/D |
(207) |
28,070,743 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-13 |
4 |
AS |
$52.39 |
$15,718 |
D/D |
(300) |
26,112,706 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-06 |
4 |
AS |
$43.03 |
$17,212 |
D/D |
(400) |
26,435,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-27 |
4 |
AS |
$46.46 |
$18,606 |
D/D |
(400) |
29,501,409 |
0 |
- |
|
1686 Records found
|
|
Page 3 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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|
