| |
| |
|
| 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 36 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 |
• • • |
2007-07-05 |
4 |
AS |
$46.71 |
$702,420 |
D/D |
(15,000) |
28,982,466 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-06 |
4 |
AS |
$73.26 |
$705,997 |
D/D |
(9,590) |
28,154,708 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-10 |
4 |
AS |
$60.69 |
$712,148 |
D/D |
(11,728) |
28,529,659 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-19 |
4 |
AS |
$45.07 |
$712,988 |
D/D |
(15,786) |
29,428,487 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-02 |
4 |
AS |
$47.91 |
$718,797 |
D/D |
(15,000) |
25,904,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-08-10 |
4 |
AS |
$133.51 |
$722,402 |
D/D |
(5,411) |
23,323,639 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-31 |
4 |
AS |
$161.06 |
$724,454 |
D/D |
(4,498) |
19,946,061 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-20 |
4 |
AS |
$48.27 |
$725,371 |
D/D |
(15,000) |
29,052,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-07 |
4 |
AS |
$207.12 |
$728,847 |
D/D |
(3,517) |
11,422,784 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-12-08 |
4 |
AS |
$31.96 |
$731,943 |
D/D |
(22,902) |
26,942,951 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-18 |
4 |
AS |
$48.82 |
$732,311 |
D/D |
(15,000) |
25,985,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-08 |
4 |
AS |
$125.08 |
$734,435 |
D/D |
(5,830) |
22,948,040 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-07-10 |
4 |
AS |
$147.52 |
$735,550 |
D/D |
(4,971) |
21,747,635 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-07 |
4 |
AS |
$144.60 |
$737,728 |
D/D |
(5,059) |
20,470,551 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-23 |
4 |
AS |
$154.70 |
$740,199 |
D/D |
(4,784) |
21,584,208 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-18 |
4 |
AS |
$29.63 |
$740,678 |
D/D |
(25,000) |
27,065,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-14 |
4 |
AS |
$232.58 |
$745,526 |
D/D |
(3,195) |
12,265,733 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-29 |
4 |
AS |
$142.54 |
$745,968 |
D/D |
(5,214) |
20,123,915 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-13 |
4 |
AS |
$148.93 |
$749,327 |
D/D |
(5,031) |
21,039,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-29 |
4 |
AS |
$48.13 |
$754,853 |
D/D |
(15,685) |
25,774,560 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-07-01 |
4 |
AS |
$140.47 |
$757,350 |
D/D |
(5,218) |
20,102,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-09 |
4 |
AS |
$324.54 |
$758,218 |
D/D |
(2,336) |
13,240,727 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-26 |
4 |
AS |
$264.06 |
$759,429 |
D/D |
(2,876) |
13,709,699 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-05 |
4 |
AS |
$50.83 |
$762,465 |
D/D |
(15,000) |
26,045,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-05-08 |
4 |
AS |
$137.55 |
$766,080 |
D/D |
(5,569) |
22,118,771 |
0 |
- |
|
1686 Records found
|
|
Page 36 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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|
