|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
Records found :
1684 |
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 |
Executive Chairman |
|
2019-02-15 |
4 |
AS |
$126.22 |
$1,066,539 |
D/D |
(8,449) |
22,430,068 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-19 |
4 |
AS |
$125.81 |
$1,019,963 |
D/D |
(8,098) |
22,421,970 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-20 |
4 |
AS |
$124.73 |
$1,173,953 |
D/D |
(9,392) |
22,412,578 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-21 |
4 |
AS |
$125.49 |
$1,260,050 |
D/D |
(9,942) |
22,402,636 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-22 |
4 |
AS |
$126.26 |
$73,545 |
D/D |
(582) |
22,402,054 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-25 |
4 |
AS |
$126.18 |
$1,123,490 |
D/D |
(8,857) |
22,393,197 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-26 |
4 |
AS |
$127.01 |
$928,235 |
D/D |
(7,308) |
22,385,889 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-27 |
4 |
AS |
$126.02 |
$1,159,261 |
D/D |
(9,173) |
22,376,716 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-02-28 |
4 |
AS |
$126.39 |
$1,054,760 |
D/D |
(8,345) |
22,368,371 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-01 |
4 |
AS |
$125.91 |
$317,285 |
D/D |
(2,520) |
22,365,851 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-04 |
4 |
AS |
$124.49 |
$809,762 |
D/D |
(6,498) |
22,359,353 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-05 |
4 |
AS |
$123.66 |
$396,325 |
D/D |
(3,205) |
22,356,148 |
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 |
|
2019-03-07 |
4 |
AS |
$121.43 |
$446,123 |
D/D |
(3,674) |
22,345,574 |
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 |
|
2019-03-11 |
4 |
AS |
$119.78 |
$1,081,381 |
D/D |
(9,010) |
22,333,837 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-12 |
4 |
AS |
$119.60 |
$460,583 |
D/D |
(3,849) |
22,329,988 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-13 |
4 |
AS |
$119.65 |
$964,892 |
D/D |
(8,064) |
22,321,924 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-03-14 |
4 |
AS |
$119.17 |
$1,320,634 |
D/D |
(11,082) |
22,310,842 |
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 |
|
2019-03-18 |
4 |
AS |
$120.70 |
$1,076,009 |
D/D |
(8,826) |
22,291,568 |
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 |
|
2019-03-20 |
4 |
AS |
$121.98 |
$1,030,732 |
D/D |
(8,446) |
22,295,802 |
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 |
|
2019-03-22 |
4 |
AS |
$121.32 |
$849,971 |
D/D |
(7,005) |
22,278,276 |
0 |
- |
|
1684 Records found
|
|
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 |
|
|
|
|
|
|