| |
| |
|
| 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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 39 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 |
• • – |
2006-12-22 |
4 |
AS |
$44.83 |
$933,771 |
D/D |
(20,780) |
29,386,686 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-06-24 |
4 |
AS |
$142.66 |
$935,321 |
D/D |
(6,551) |
21,854,717 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-01-07 |
4 |
AS |
$108.26 |
$943,257 |
D/D |
(8,700) |
22,564,588 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-25 |
4 |
AS |
$47.30 |
$946,132 |
D/D |
(20,000) |
25,949,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-04-10 |
4 |
AS |
$127.75 |
$951,545 |
D/D |
(7,400) |
22,148,474 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-07 |
4 |
AS |
$242.83 |
$955,206 |
D/D |
(3,916) |
11,645,542 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-16 |
4 |
AS |
$121.47 |
$957,227 |
D/D |
(7,863) |
22,903,767 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-21 |
4 |
AS |
$48.05 |
$960,974 |
D/D |
(20,000) |
25,818,413 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$68.03 |
$964,151 |
D/D |
(14,007) |
28,227,804 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-03-13 |
4 |
AS |
$119.65 |
$964,892 |
D/D |
(8,064) |
22,321,924 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-06-18 |
4 |
AS |
$130.04 |
$967,014 |
D/D |
(7,436) |
23,413,674 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-06 |
4 |
AS |
$58.82 |
$967,734 |
D/D |
(15,819) |
28,786,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-27 |
4 |
AS |
$126.32 |
$971,209 |
D/D |
(7,686) |
23,043,535 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-09 |
4 |
AS |
$109.71 |
$975,674 |
D/D |
(8,846) |
23,728,030 |
0 |
- |
|
| 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 |
Executive Chairman |
• • • |
2018-05-15 |
4 |
AS |
$112.22 |
$984,599 |
D/D |
(8,734) |
23,690,517 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-21 |
4 |
AS |
$281.83 |
$988,588 |
D/D |
(3,506) |
12,713,762 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-14 |
4 |
AS |
$126.37 |
$990,263 |
D/D |
(7,836) |
22,438,517 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-27 |
4 |
AS |
$115.29 |
$995,753 |
D/D |
(8,636) |
22,802,198 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-01-09 |
4 |
AS |
$153.80 |
$998,201 |
D/D |
(6,475) |
20,906,778 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-04 |
4 |
AS |
$122.23 |
$1,005,360 |
D/D |
(8,191) |
22,515,639 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-07 |
4 |
AS |
$125.11 |
$1,005,795 |
D/D |
(8,003) |
22,953,870 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-19 |
4 |
AS |
$223.84 |
$1,007,722 |
D/D |
(4,502) |
12,259,521 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-01-08 |
4 |
AS |
$108.11 |
$1,009,266 |
D/D |
(9,304) |
22,555,284 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-09 |
4 |
AS |
$241.99 |
$1,009,398 |
D/D |
(4,140) |
11,639,905 |
0 |
% |
|
1686 Records found
|
|
Page 39 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 |
| |
|
|
|
|
|
