| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,674,922 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,176,856,787 |
|
|
|
Indirect Value
|
$1,459,032,509 |
|
|
| Total
Shares |
15,577,585 |
|
|
| Total
Value |
$4,635,889,296 |
|
|
|
|
|
|
|
|
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... |
2024-05-22 |
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
|
 |
Download |
Page 34 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 |
• • • |
2022-12-20 |
4 |
AS |
$213.31 |
$598,008 |
D/D |
(2,800) |
11,712,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-04-01 |
4 |
AS |
$272.31 |
$599,722 |
D/D |
(2,200) |
12,638,277 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-25 |
4 |
AS |
$30.07 |
$601,308 |
D/D |
(20,000) |
27,025,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-28 |
4 |
AS |
$62.69 |
$603,027 |
D/D |
(9,594) |
28,597,945 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-18 |
4 |
AS |
$255.29 |
$604,732 |
D/D |
(2,368) |
12,359,561 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-12-03 |
4 |
AS |
$29.89 |
$608,378 |
D/D |
(20,000) |
26,965,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-18 |
4 |
AS |
$239.46 |
$608,706 |
D/D |
(2,531) |
12,462,669 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-01-11 |
4 |
AS |
$108.68 |
$611,163 |
D/D |
(5,623) |
22,525,480 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-21 |
4 |
AS |
$108.24 |
$612,676 |
D/D |
(5,653) |
22,656,382 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-28 |
4 |
AS |
$48.08 |
$613,126 |
D/D |
(12,753) |
25,790,245 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-26 |
4 |
AS |
$30.42 |
$613,169 |
D/D |
(20,000) |
27,005,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-19 |
4 |
AS |
$59.79 |
$620,678 |
D/D |
(10,000) |
27,351,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-01-03 |
4 |
AS |
$216.03 |
$622,854 |
D/D |
(2,859) |
11,668,225 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-22 |
4 |
AS |
$141.66 |
$627,074 |
D/D |
(4,426) |
20,356,916 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-26 |
4 |
AS |
$37.05 |
$627,359 |
D/D |
(16,781) |
29,903,873 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-30 |
4 |
AS |
$212.87 |
$630,731 |
D/D |
(2,940) |
12,223,251 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-03 |
4 |
AS |
$341.15 |
$631,500 |
D/D |
(1,850) |
13,096,309 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-11 |
4 |
AS |
$31.79 |
$635,802 |
D/D |
(20,000) |
27,125,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-04-04 |
4 |
AS |
$129.09 |
$640,201 |
D/D |
(4,948) |
22,181,753 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-16 |
4 |
AS |
$49.27 |
$640,574 |
D/D |
(13,000) |
26,001,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-12 |
4 |
AS |
$32.06 |
$641,252 |
D/D |
(20,000) |
27,105,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-23 |
4 |
AS |
$70.46 |
$648,163 |
D/D |
(9,170) |
28,212,804 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-13 |
4 |
AS |
$59.72 |
$653,337 |
D/D |
(10,910) |
28,708,516 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-01 |
4 |
AS |
$48.73 |
$654,128 |
D/D |
(13,400) |
28,833,393 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-02 |
4 |
AS |
$63.85 |
$654,497 |
D/D |
(10,208) |
28,364,679 |
0 |
- |
|
1684 Records found
|
|
Page 34 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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|
