| |
| |
|
| 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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Records found :
1687 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 30 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 |
• • • |
2021-11-24 |
4 |
AS |
$317.52 |
$2,366,567 |
D/D |
(7,437) |
13,343,650 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-17 |
4 |
AS |
$113.80 |
$848,381 |
D/D |
(7,454) |
22,691,282 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-11 |
4 |
AS |
$260.93 |
$1,947,932 |
D/D |
(7,455) |
18,284,365 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-20 |
4 |
AS |
$45.10 |
$338,063 |
D/D |
(7,465) |
29,415,866 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-07 |
4 |
AS |
$273.87 |
$2,070,939 |
D/D |
(7,470) |
10,927,151 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-12 |
4 |
AS |
$281.39 |
$2,110,273 |
D/D |
(7,481) |
10,908,710 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-03 |
4 |
AS |
$50.22 |
$375,858 |
D/D |
(7,484) |
26,060,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-06 |
4 |
AS |
$295.62 |
$2,233,078 |
D/D |
(7,486) |
10,733,826 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-06 |
4 |
AS |
$62.59 |
$471,374 |
D/D |
(7,492) |
28,542,881 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-13 |
4 |
AS |
$64.64 |
$497,503 |
D/D |
(7,500) |
27,916,445 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-01-21 |
4 |
AS |
$48.55 |
$364,133 |
D/D |
(7,500) |
25,712,936 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-25 |
4 |
AS |
$117.39 |
$880,462 |
D/D |
(7,500) |
23,600,187 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-27 |
4 |
AS |
$45.10 |
$338,914 |
D/D |
(7,502) |
29,330,815 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-28 |
4 |
AS |
$40.78 |
$306,132 |
D/D |
(7,507) |
26,473,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-26 |
4 |
AS |
$114.88 |
$869,574 |
D/D |
(7,507) |
22,810,834 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-14 |
4 |
AS |
$269.04 |
$2,036,626 |
D/D |
(7,509) |
13,467,999 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-07 |
4 |
AS |
$234.29 |
$1,787,694 |
D/D |
(7,510) |
11,804,448 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-30 |
4 |
AS |
$235.02 |
$1,816,776 |
D/D |
(7,525) |
12,425,331 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-11 |
4 |
AS |
$244.57 |
$1,847,361 |
D/D |
(7,531) |
12,480,580 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.24 |
$558,868 |
D/D |
(7,581) |
28,164,298 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-03-18 |
4 |
AS |
$31.39 |
$238,566 |
D/D |
(7,600) |
26,725,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-03 |
4 |
AS |
$45.96 |
$349,303 |
D/D |
(7,600) |
25,610,346 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-13 |
4 |
AS |
$155.97 |
$1,190,865 |
D/D |
(7,615) |
20,837,318 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-05-01 |
4 |
AS |
$142.81 |
$1,088,515 |
D/D |
(7,621) |
22,140,014 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-16 |
4 |
AS |
$66.29 |
$505,425 |
D/D |
(7,624) |
27,993,911 |
0 |
- |
|
1687 Records found
|
|
Page 30 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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