| |
| |
|
| 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 |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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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|
|
|
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|
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|
Records found :
1687 |
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 |
• • – |
2006-11-22 |
4 |
AS |
$44.30 |
$8,860 |
D/D |
(200) |
29,501,009 |
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 |
Chairman & CEO |
• • – |
2008-06-02 |
4 |
AS |
$70.84 |
$14,224 |
D/D |
(200) |
27,614,992 |
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 |
• – – |
2008-09-10 |
4 |
AS |
$63.80 |
$12,759 |
D/D |
(200) |
27,382,690 |
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 |
• • – |
2010-03-04 |
4 |
AS |
$45.61 |
$9,122 |
D/D |
(200) |
25,610,146 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-11 |
4 |
AS |
$134.34 |
$26,868 |
D/D |
(200) |
20,730,995 |
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 |
• – – |
2008-10-23 |
4 |
AS |
$50.49 |
$10,653 |
D/D |
(211) |
27,238,931 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-10-04 |
4 |
AS |
$121.07 |
$25,666 |
D/D |
(212) |
23,011,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-01 |
4 |
AS |
$235.21 |
$49,955 |
D/D |
(212) |
18,617,572 |
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 |
• • • |
2023-08-18 |
4 |
AS |
$219.39 |
$49,143 |
D/D |
(224) |
11,216,521 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-12 |
4 |
AS |
$213.32 |
$48,850 |
D/D |
(229) |
19,587,483 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-28 |
4 |
AS |
$296.65 |
$70,010 |
D/D |
(236) |
10,668,489 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-26 |
4 |
AS |
$192.92 |
$46,300 |
D/D |
(240) |
11,375,481 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-27 |
4 |
AS |
$277.68 |
$69,420 |
D/D |
(250) |
13,548,997 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-14 |
4 |
AS |
$249.93 |
$63,233 |
D/D |
(253) |
18,390,728 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-24 |
4 |
AS |
$232.32 |
$59,416 |
D/D |
(255) |
18,817,717 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-20 |
4 |
AS |
$117.03 |
$30,010 |
D/D |
(256) |
22,903,086 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-17 |
4 |
AS |
$251.63 |
$64,418 |
D/D |
(256) |
19,025,120 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-22 |
4 |
AS |
$236.45 |
$61,477 |
D/D |
(260) |
18,829,680 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-07-05 |
4 |
AS |
$195.61 |
$50,859 |
D/D |
(260) |
11,322,677 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-16 |
4 |
AS |
$259.02 |
$67,603 |
D/D |
(261) |
12,364,065 |
0 |
% |
|
1687 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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|
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|
