| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,725 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,114,627,577 |
|
|
|
Indirect Value
|
$1,431,283,436 |
|
|
| Total
Shares |
15,571,388 |
|
|
| Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
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 :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 35 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 |
• • • |
2007-10-02 |
4 |
AS |
$63.85 |
$654,497 |
D/D |
(10,208) |
28,364,679 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-19 |
4 |
AS |
$234.09 |
$658,329 |
D/D |
(2,798) |
18,689,038 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-12 |
4 |
AS |
$151.43 |
$659,730 |
D/D |
(4,353) |
21,067,782 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-11 |
4 |
AS |
$47.15 |
$665,392 |
D/D |
(14,072) |
29,103,573 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-29 |
4 |
AS |
$45.13 |
$667,026 |
D/D |
(14,725) |
29,297,872 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-14 |
4 |
AS |
$219.04 |
$668,085 |
D/D |
(3,050) |
11,242,697 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-23 |
4 |
AS |
$36.81 |
$668,174 |
D/D |
(18,021) |
29,927,852 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-06-10 |
4 |
AS |
$147.48 |
$668,624 |
D/D |
(4,511) |
21,921,671 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-26 |
4 |
AS |
$44.76 |
$669,792 |
D/D |
(14,853) |
29,354,839 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-01-10 |
4 |
AS |
$153.84 |
$670,545 |
D/D |
(4,348) |
20,902,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-30 |
4 |
AS |
$263.09 |
$676,922 |
D/D |
(2,550) |
13,542,700 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-09 |
4 |
S |
$46.97 |
$681,113 |
D/D |
(14,500) |
25,871,013 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-11 |
4 |
AS |
$60.61 |
$683,535 |
D/D |
(11,220) |
28,513,715 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-15 |
4 |
AS |
$57.75 |
$684,901 |
D/D |
(11,848) |
28,669,945 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-12 |
4 |
AS |
$36.50 |
$687,860 |
D/D |
(18,797) |
29,732,304 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-10 |
4 |
AS |
$71.22 |
$689,094 |
D/D |
(9,543) |
28,304,784 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-30 |
4 |
AS |
$46.22 |
$693,269 |
D/D |
(15,000) |
25,934,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-01 |
4 |
AS |
$46.22 |
$693,269 |
D/D |
(15,000) |
25,919,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-09 |
4 |
AS |
$262.12 |
$694,645 |
D/D |
(2,650) |
11,453,822 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-02 |
4 |
AS |
$108.56 |
$695,784 |
D/D |
(6,409) |
23,779,856 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-05 |
4 |
AS |
$313.61 |
$695,864 |
D/D |
(2,213) |
13,433,998 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$68.33 |
$699,951 |
D/D |
(9,976) |
28,247,589 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-13 |
4 |
AS |
$59.72 |
$700,247 |
D/D |
(11,723) |
28,696,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-14 |
4 |
AS |
$204.04 |
$700,456 |
D/D |
(3,423) |
11,396,582 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-30 |
4 |
AS |
$46.81 |
$702,150 |
D/D |
(15,000) |
29,148,978 |
0 |
- |
|
1686 Records found
|
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Page 35 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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