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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 |
10,674,922 |
|
Indirect Shares
|
4,902,663 |
|
|
Direct
Value |
$3,176,856,787 |
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Indirect Value
|
$1,459,032,509 |
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Total
Shares |
15,577,585 |
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Total
Value |
$4,635,889,296 |
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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... |
2024-05-22 |
10,674,922 |
2024-05-22 |
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 :
1684 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 33 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 |
|
2019-03-11 |
4 |
AS |
$119.78 |
$1,081,381 |
D/D |
(9,010) |
22,333,837 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2018-05-31 |
4 |
AS |
$120.03 |
$1,035,436 |
D/D |
(8,621) |
23,569,241 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2018-11-15 |
4 |
AS |
$120.09 |
$1,045,066 |
D/D |
(8,646) |
22,911,630 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-15 |
4 |
AS |
$120.12 |
$1,254,988 |
D/D |
(10,448) |
22,300,394 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-08 |
4 |
AS |
$120.16 |
$327,685 |
D/D |
(2,727) |
22,342,847 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2018-06-01 |
4 |
AS |
$120.38 |
$1,423,139 |
D/D |
(11,776) |
23,557,465 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2018-11-19 |
4 |
AS |
$120.51 |
$51,216 |
D/D |
(425) |
22,903,342 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-18 |
4 |
AS |
$120.70 |
$1,076,009 |
D/D |
(8,826) |
22,291,568 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-25 |
4 |
AS |
$120.88 |
$1,504,133 |
D/D |
(12,427) |
22,265,849 |
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 |
|
2018-06-04 |
4 |
AS |
$121.30 |
$1,481,513 |
D/D |
(12,037) |
23,545,428 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-22 |
4 |
AS |
$121.32 |
$849,971 |
D/D |
(7,005) |
22,278,276 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-07 |
4 |
AS |
$121.43 |
$446,123 |
D/D |
(3,674) |
22,345,574 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-26 |
4 |
AS |
$121.43 |
$1,358,444 |
D/D |
(11,104) |
22,254,745 |
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 |
|
2018-10-03 |
4 |
AS |
$121.73 |
$1,621,833 |
D/D |
(13,268) |
23,011,582 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-21 |
4 |
AS |
$121.75 |
$1,284,762 |
D/D |
(10,521) |
22,285,281 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-06 |
4 |
AS |
$121.79 |
$840,488 |
D/D |
(6,900) |
22,349,248 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-20 |
4 |
AS |
$121.98 |
$1,030,732 |
D/D |
(8,446) |
22,295,802 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-28 |
4 |
AS |
$121.99 |
$1,214,141 |
D/D |
(9,827) |
22,238,159 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-19 |
4 |
AS |
$122.00 |
$1,156,552 |
D/D |
(9,475) |
22,282,093 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-04 |
4 |
AS |
$122.23 |
$1,005,360 |
D/D |
(8,191) |
22,515,639 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-27 |
4 |
AS |
$122.34 |
$826,989 |
D/D |
(6,759) |
22,247,986 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-04-09 |
4 |
AS |
$122.71 |
$1,525,654 |
D/D |
(12,388) |
20,504,801 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-01 |
4 |
AS |
$123.44 |
$203,674 |
D/D |
(1,650) |
22,523,830 |
0 |
- |
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1684 Records found
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Page 33 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 |
|
OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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