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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 |
10,668,725 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,114,627,577 |
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Indirect Value
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$1,431,283,436 |
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Total
Shares |
15,571,388 |
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Total
Value |
$4,545,911,013 |
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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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
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 :
1686 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 3 of 68
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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 |
Executive Chairman |
|
2024-02-05 |
4 |
AS |
$276.97 |
$27,697 |
D/D |
(100) |
10,934,666 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-02-02 |
4 |
AS |
$279.24 |
$61,433 |
D/D |
(220) |
10,934,766 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-02-01 |
4 |
AS |
$278.80 |
$1,935,029 |
D/D |
(6,926) |
10,934,986 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-24 |
4 |
AS |
$219.67 |
$2,073,475 |
D/D |
(9,415) |
11,184,499 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-23 |
4 |
AS |
$216.09 |
$1,933,652 |
D/D |
(8,835) |
11,193,914 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-22 |
4 |
AS |
$214.23 |
$1,897,027 |
D/D |
(8,809) |
11,202,749 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-21 |
4 |
AS |
$215.39 |
$1,069,986 |
D/D |
(4,963) |
11,211,558 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-18 |
4 |
AS |
$219.39 |
$49,143 |
D/D |
(224) |
11,216,521 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-17 |
4 |
AS |
$219.37 |
$2,795,620 |
D/D |
(12,650) |
11,216,745 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-16 |
4 |
AS |
$218.75 |
$1,711,032 |
D/D |
(7,799) |
11,229,395 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-15 |
4 |
AS |
$218.46 |
$1,202,964 |
D/D |
(5,503) |
11,237,194 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-14 |
4 |
AS |
$219.04 |
$668,085 |
D/D |
(3,050) |
11,242,697 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-11 |
4 |
AS |
$218.57 |
$1,239,700 |
D/D |
(5,650) |
11,245,747 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-10 |
4 |
AS |
$218.63 |
$1,807,507 |
D/D |
(8,248) |
11,251,397 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-09 |
4 |
AS |
$219.75 |
$823,053 |
D/D |
(3,740) |
11,259,645 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-08 |
4 |
AS |
$220.53 |
$1,328,707 |
D/D |
(6,022) |
11,263,385 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-07 |
4 |
AS |
$220.19 |
$1,890,659 |
D/D |
(8,543) |
11,269,407 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-04 |
4 |
AS |
$224.68 |
$220,861 |
D/D |
(983) |
11,277,950 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-03 |
4 |
AS |
$223.88 |
$2,132,826 |
D/D |
(9,477) |
11,278,933 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-02 |
4 |
AS |
$226.91 |
$27,229 |
D/D |
(120) |
11,288,410 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-08-01 |
4 |
AS |
$229.83 |
$1,079,743 |
D/D |
(4,695) |
11,288,530 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-07-10 |
4 |
AS |
$197.12 |
$2,315,389 |
D/D |
(11,684) |
11,293,225 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
47,625 |
11,294,880 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-07-07 |
4 |
AS |
$193.46 |
$2,215,058 |
D/D |
(11,218) |
11,304,909 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-07-06 |
4 |
AS |
$193.73 |
$1,268,979 |
D/D |
(6,550) |
11,316,127 |
0 |
% |
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1686 Records found
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Page 3 of 68 |
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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 |
|
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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