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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,668,489 |
|
Indirect Shares
|
4,902,663 |
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|
Direct
Value |
$3,069,217,600 |
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Indirect Value
|
$1,410,447,118 |
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Total
Shares |
15,571,152 |
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Total
Value |
$4,479,664,719 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
|
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|
Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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Records found :
1687 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 38 of 68
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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 |
|
2019-09-09 |
4 |
AS |
$160.25 |
$2,211,085 |
D/D |
(13,794) |
21,480,919 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-10 |
4 |
AS |
$159.60 |
$198,542 |
D/D |
(1,244) |
21,479,675 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-11 |
4 |
AS |
$157.20 |
$347,014 |
D/D |
(2,207) |
21,477,468 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-12 |
4 |
AS |
$155.89 |
$2,368,373 |
D/D |
(15,174) |
21,462,294 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-13 |
4 |
AS |
$155.39 |
$1,628,261 |
D/D |
(10,425) |
21,451,869 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-16 |
4 |
AS |
$154.66 |
$1,379,991 |
D/D |
(8,922) |
21,442,947 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-17 |
4 |
AS |
$155.01 |
$1,473,634 |
D/D |
(9,322) |
21,433,625 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-18 |
4 |
AS |
$158.98 |
$1,747,998 |
D/D |
(10,960) |
21,422,665 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-19 |
4 |
AS |
$158.36 |
$2,447,706 |
D/D |
(15,219) |
21,407,446 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-20 |
4 |
AS |
$160.30 |
$2,297,616 |
D/D |
(14,319) |
21,393,127 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-23 |
4 |
AS |
$157.61 |
$201,036 |
D/D |
(1,271) |
21,391,856 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-24 |
4 |
AS |
$154.98 |
$437,710 |
D/D |
(2,810) |
21,389,046 |
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 |
|
2019-09-26 |
4 |
AS |
$149.64 |
$271,968 |
D/D |
(1,817) |
21,381,904 |
0 |
- |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-27 |
4 |
AS |
$147.60 |
$176,137 |
D/D |
(1,193) |
21,380,711 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-30 |
4 |
AS |
$146.29 |
$1,370,682 |
D/D |
(9,338) |
21,371,373 |
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 |
|
2019-10-02 |
4 |
AS |
$143.77 |
$1,406,900 |
D/D |
(9,786) |
21,355,965 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-10-03 |
4 |
AS |
$142.95 |
$1,595,235 |
D/D |
(11,145) |
21,344,820 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-10-04 |
4 |
AS |
$143.68 |
$1,300,142 |
D/D |
(9,009) |
21,335,811 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-10-07 |
4 |
AS |
$144.87 |
$1,450,209 |
D/D |
(9,944) |
21,325,867 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-10-08 |
4 |
AS |
$145.20 |
$56,292 |
D/D |
(387) |
21,325,480 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-11-01 |
4 |
AS |
$161.64 |
$3,090,240 |
D/D |
(19,094) |
21,306,386 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-11-04 |
4 |
AS |
$162.41 |
$2,021,199 |
D/D |
(12,445) |
21,293,941 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-11-05 |
4 |
AS |
$161.69 |
$1,627,055 |
D/D |
(10,063) |
21,283,878 |
0 |
- |
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1687 Records found
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Page 38 of 68 |
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Free Registration Required For Full Results. Limit: 25
|
|
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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 |
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IO |
- Initital Ownership |
D |
- Disposed |
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