| |
| |
|
| 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 31 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 |
• • • |
2023-06-28 |
4 |
AS |
$188.07 |
$1,438,199 |
D/D |
(7,644) |
11,355,187 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-08 |
4 |
AS |
$63.57 |
$497,357 |
D/D |
(7,665) |
28,779,128 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-09 |
4 |
AS |
$276.40 |
$2,137,018 |
D/D |
(7,668) |
10,916,191 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-26 |
4 |
AS |
$151.22 |
$1,168,040 |
D/D |
(7,677) |
20,968,929 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-27 |
4 |
AS |
$126.32 |
$971,209 |
D/D |
(7,686) |
23,043,535 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-27 |
4 |
AS |
$253.85 |
$2,008,660 |
D/D |
(7,705) |
12,482,782 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-15 |
4 |
AS |
$67.85 |
$523,507 |
D/D |
(7,708) |
28,001,535 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-15 |
4 |
AS |
$257.37 |
$1,996,839 |
D/D |
(7,715) |
12,364,326 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-01-03 |
4 |
AS |
$151.03 |
$1,172,673 |
D/D |
(7,733) |
20,932,946 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-23 |
4 |
AS |
$261.97 |
$2,029,698 |
D/D |
(7,733) |
18,227,169 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-25 |
4 |
AS |
$197.78 |
$1,530,076 |
D/D |
(7,736) |
19,526,814 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-15 |
4 |
AS |
$268.99 |
$2,092,080 |
D/D |
(7,776) |
11,415,288 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$556,992 |
D/D |
(7,798) |
28,279,767 |
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 |
Chairman & CEO |
• • • |
2007-08-20 |
4 |
AS |
$61.97 |
$485,814 |
D/D |
(7,800) |
28,642,850 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-19 |
4 |
AS |
$130.80 |
$1,021,127 |
D/D |
(7,803) |
23,089,412 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-06-06 |
4 |
AS |
$144.35 |
$1,131,319 |
D/D |
(7,806) |
21,936,850 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-09 |
4 |
AS |
$252.08 |
$1,974,814 |
D/D |
(7,829) |
18,399,771 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-14 |
4 |
AS |
$126.37 |
$990,263 |
D/D |
(7,836) |
22,438,517 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-04 |
4 |
AS |
$43.79 |
$343,583 |
D/D |
(7,846) |
26,593,384 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-12 |
4 |
AS |
$243.65 |
$1,912,373 |
D/D |
(7,847) |
18,873,154 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-01 |
4 |
AS |
$244.16 |
$1,949,381 |
D/D |
(7,853) |
12,417,478 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-11 |
4 |
AS |
$111.30 |
$876,090 |
D/D |
(7,862) |
23,709,051 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-16 |
4 |
AS |
$121.47 |
$957,227 |
D/D |
(7,863) |
22,903,767 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-09 |
4 |
AS |
$278.11 |
$2,226,518 |
D/D |
(7,886) |
13,622,897 |
0 |
% |
|
1687 Records found
|
|
Page 31 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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|
