Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,489    

Indirect Shares

   4,902,663      
Direct Value   $3,069,217,600    

Indirect Value

   $1,410,447,118      
Total Shares   15,571,152      
Total Value   $4,479,664,719      


Morningstar Inc $3,069,217,600 Morningstar Inc $3,069,217,600
 


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... 2024-05-28 10,668,489 2024-05-28 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1687         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 Chairman & CEO   •       •      –    2010-01-05 4 AS $48.38 $396,722 D/D (8,200) 25,758,160 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-06 4 AS $49.25 $403,825 D/D (8,200) 25,749,960 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-12 4 AS $48.58 $398,633 D/D (8,200) 25,739,436 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-13 4 AS $49.46 $405,552 D/D (8,200) 25,731,236 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-19 4 AS $48.47 $397,455 D/D (8,200) 25,723,036 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-27 4 AS $46.60 $382,144 D/D (8,200) 25,694,836 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-01 4 AS $44.64 $371,290 D/D (8,200) 25,626,446 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-31 4 AS $228.96 $1,883,541 D/D (8,211) 12,319,418 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-06 4 AS $59.00 $492,653 D/D (8,223) 28,811,621 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-09 4 AS $153.66 $1,267,183 D/D (8,246) 21,084,210 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-10 4 AS $218.63 $1,807,507 D/D (8,248) 11,251,397 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-09 4 AS $153.15 $1,270,144 D/D (8,251) 21,668,355 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-24 4 AS $222.07 $1,835,993 D/D (8,266) 19,245,903 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-07 4 AS $260.60 $2,162,792 D/D (8,266) 18,714,965 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-13 4 AS $267.14 $2,218,014 D/D (8,292) 13,475,508 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-29 4 AS $157.07 $1,303,093 D/D (8,294) 21,131,673 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-18 4 AS $155.18 $1,288,203 D/D (8,296) 21,206,749 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-17 4 AS $71.04 $593,800 D/D (8,297) 28,271,470 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-07 4 AS $262.37 $2,177,344 D/D (8,297) 11,463,198 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-22 4 AS $48.33 $401,156 D/D (8,300) 29,194,071 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-23 4 AS $48.01 $398,454 D/D (8,300) 29,188,978 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-10-26 4 AS $52.68 $443,641 D/D (8,300) 26,075,206 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-14 4 AS $130.81 $1,106,856 D/D (8,318) 22,096,824 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-02 4 AS $287.66 $2,414,015 D/D (8,321) 10,750,266 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-01 4 AS $282.95 $2,386,975 D/D (8,325) 10,758,587 0 %
  1687  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15   16   17   18   19   20   21   22   23   24   25   26   27   28   29   30   31   32   33   34   35   36   37  38   39   40   41   42   43   44   45   46   47   48   49   50   51   52   53   54   55   56   57   58   59   60   61   62   63   64   65   66   67   68      
  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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us