| |
| |
|
| 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 |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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* |
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|
Records found :
1687 |
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 |
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 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-02 |
4 |
AS |
$45.52 |
$386,955 |
D/D |
(8,500) |
25,617,946 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-08 |
4 |
AS |
$48.15 |
$409,306 |
D/D |
(8,500) |
25,601,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-09 |
4 |
AS |
$48.82 |
$415,000 |
D/D |
(8,500) |
25,593,146 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-10 |
4 |
AS |
$49.01 |
$416,577 |
D/D |
(8,500) |
25,584,646 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-22 |
4 |
AS |
$48.81 |
$414,854 |
D/D |
(8,500) |
25,550,958 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-23 |
4 |
AS |
$48.99 |
$416,420 |
D/D |
(8,500) |
25,542,458 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-29 |
4 |
AS |
$49.15 |
$417,812 |
D/D |
(8,500) |
25,533,958 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-30 |
4 |
AS |
$49.13 |
$417,605 |
D/D |
(8,500) |
25,525,458 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-03 |
4 |
AS |
$156.85 |
$1,361,848 |
D/D |
(8,500) |
20,893,930 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-31 |
4 |
AS |
$341.44 |
$2,910,448 |
D/D |
(8,506) |
13,098,159 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-02 |
4 |
AS |
$124.18 |
$1,056,994 |
D/D |
(8,508) |
22,980,488 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-08-01 |
4 |
AS |
$131.26 |
$1,119,516 |
D/D |
(8,510) |
23,389,970 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-13 |
4 |
AS |
$36.74 |
$315,967 |
D/D |
(8,522) |
29,714,451 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-07 |
4 |
AS |
$310.17 |
$2,659,946 |
D/D |
(8,533) |
10,781,498 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-07 |
4 |
AS |
$220.19 |
$1,890,659 |
D/D |
(8,543) |
11,269,407 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-07-28 |
4 |
AS |
$45.59 |
$390,580 |
D/D |
(8,568) |
24,974,673 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-01-08 |
4 |
AS |
$152.37 |
$1,306,010 |
D/D |
(8,571) |
20,913,253 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-07-05 |
4 |
AS |
$146.08 |
$1,253,687 |
D/D |
(8,582) |
21,771,072 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-14 |
4 |
AS |
$235.42 |
$2,038,985 |
D/D |
(8,588) |
18,543,608 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-04-09 |
4 |
AS |
$127.29 |
$1,095,211 |
D/D |
(8,600) |
22,155,874 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-08-27 |
4 |
AS |
$137.17 |
$1,188,540 |
D/D |
(8,607) |
23,210,605 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-12 |
4 |
AS |
$305.10 |
$2,650,789 |
D/D |
(8,614) |
10,766,912 |
0 |
% |
|
1687 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 |
| |
|
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|
