| |
| |
|
| 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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|
|
|
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|
|
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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 37 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 |
• • • |
2023-06-09 |
4 |
AS |
$205.45 |
$773,017 |
D/D |
(3,761) |
11,410,545 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-20 |
4 |
AS |
$109.16 |
$774,805 |
D/D |
(6,990) |
20,665,827 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-15 |
4 |
AS |
$315.92 |
$781,168 |
D/D |
(2,462) |
13,390,851 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-12 |
4 |
AS |
$137.63 |
$785,171 |
D/D |
(5,705) |
23,123,887 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-16 |
4 |
AS |
$48.78 |
$785,292 |
D/D |
(16,100) |
25,838,413 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-30 |
4 |
AS |
$118.61 |
$795,690 |
D/D |
(6,705) |
22,774,810 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-25 |
4 |
AS |
$150.59 |
$802,037 |
D/D |
(5,325) |
21,383,721 |
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 |
• • • |
2021-02-25 |
4 |
AS |
$224.11 |
$810,918 |
D/D |
(3,609) |
19,002,930 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-17 |
4 |
AS |
$275.37 |
$811,302 |
D/D |
(2,946) |
13,583,486 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-12 |
4 |
AS |
$69.45 |
$814,234 |
D/D |
(11,717) |
28,131,128 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-12 |
4 |
AS |
$124.08 |
$816,050 |
D/D |
(6,573) |
22,928,059 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-21 |
4 |
AS |
$115.27 |
$816,383 |
D/D |
(7,025) |
22,896,061 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-10-01 |
4 |
AS |
$145.53 |
$819,267 |
D/D |
(5,622) |
21,365,751 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-10-09 |
4 |
AS |
$115.49 |
$819,446 |
D/D |
(7,091) |
22,998,480 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-17 |
4 |
AS |
$70.99 |
$821,946 |
D/D |
(11,517) |
28,259,953 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-09 |
4 |
AS |
$219.75 |
$823,053 |
D/D |
(3,740) |
11,259,645 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-06 |
4 |
AS |
$139.56 |
$823,324 |
D/D |
(5,893) |
20,743,163 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-28 |
4 |
AS |
$45.18 |
$824,919 |
D/D |
(18,218) |
29,312,597 |
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 |
• • • |
2022-08-05 |
4 |
AS |
$248.90 |
$827,280 |
D/D |
(3,323) |
12,397,357 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-27 |
4 |
AS |
$262.14 |
$830,609 |
D/D |
(3,162) |
13,706,537 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-08-03 |
4 |
AS |
$130.24 |
$837,590 |
D/D |
(6,431) |
23,374,687 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-30 |
4 |
AS |
$48.99 |
$838,651 |
D/D |
(17,100) |
28,864,693 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-06 |
4 |
AS |
$121.79 |
$840,488 |
D/D |
(6,900) |
22,349,248 |
0 |
- |
|
1684 Records found
|
|
Page 37 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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|
