| |
| |
|
| 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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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 38 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 |
• • • |
2019-02-28 |
4 |
AS |
$126.39 |
$1,054,760 |
D/D |
(8,345) |
22,368,371 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-12 |
4 |
AS |
$158.48 |
$1,332,223 |
D/D |
(8,358) |
20,062,523 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-24 |
4 |
AS |
$156.33 |
$1,309,045 |
D/D |
(8,371) |
19,989,176 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-07 |
4 |
AS |
$148.78 |
$1,259,405 |
D/D |
(8,391) |
21,686,443 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-06-19 |
4 |
AS |
$37.70 |
$318,415 |
D/D |
(8,392) |
29,960,236 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-06 |
4 |
AS |
$116.60 |
$978,961 |
D/D |
(8,396) |
22,754,252 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-21 |
4 |
AS |
$45.03 |
$378,542 |
D/D |
(8,400) |
29,407,466 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-13 |
4 |
AS |
$46.83 |
$396,102 |
D/D |
(8,400) |
29,083,445 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-10-01 |
4 |
AS |
$125.13 |
$1,052,803 |
D/D |
(8,407) |
23,025,190 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-11 |
4 |
AS |
$46.60 |
$394,077 |
D/D |
(8,409) |
28,948,779 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-19 |
4 |
AS |
$149.97 |
$1,275,141 |
D/D |
(8,422) |
20,997,663 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-03 |
4 |
AS |
$160.91 |
$1,356,718 |
D/D |
(8,430) |
21,523,460 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-28 |
4 |
AS |
$36.53 |
$309,799 |
D/D |
(8,432) |
29,813,768 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-01 |
4 |
AS |
$151.36 |
$1,280,299 |
D/D |
(8,435) |
21,717,045 |
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 |
• • • |
2019-02-15 |
4 |
AS |
$126.22 |
$1,066,539 |
D/D |
(8,449) |
22,430,068 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-29 |
4 |
AS |
$345.04 |
$2,919,772 |
D/D |
(8,449) |
13,110,957 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-14 |
4 |
AS |
$157.55 |
$1,333,853 |
D/D |
(8,458) |
20,045,077 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-05 |
4 |
AS |
$154.09 |
$1,308,354 |
D/D |
(8,476) |
21,103,203 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-08 |
4 |
AS |
$205.23 |
$1,744,676 |
D/D |
(8,478) |
11,414,306 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-20 |
4 |
AS |
$165.07 |
$1,400,592 |
D/D |
(8,483) |
20,803,626 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-24 |
4 |
AS |
$235.45 |
$1,998,582 |
D/D |
(8,485) |
12,350,896 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-22 |
4 |
AS |
$232.06 |
$1,976,246 |
D/D |
(8,491) |
11,604,954 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-10 |
4 |
AS |
$159.01 |
$1,355,927 |
D/D |
(8,498) |
19,892,742 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-15 |
4 |
AS |
$33.96 |
$290,797 |
D/D |
(8,500) |
29,891,500 |
|
- |
|
1684 Records found
|
|
Page 38 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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|
