| |
| |
|
| 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* |
|
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|
|
|
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|
|
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|
|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 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 |
• • • |
2007-10-03 |
4 |
AS |
$64.75 |
$19,425 |
D/D |
(300) |
28,359,587 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-20 |
4 |
AS |
$32.44 |
$19,463 |
D/D |
(600) |
26,641,230 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-10 |
4 |
AS |
$159.88 |
$19,666 |
D/D |
(123) |
20,080,973 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-03 |
4 |
AS |
$68.20 |
$20,459 |
D/D |
(300) |
27,557,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-26 |
4 |
AS |
$65.00 |
$20,611 |
D/D |
(317) |
28,803,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-21 |
4 |
AS |
$163.72 |
$21,284 |
D/D |
(130) |
20,803,496 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-23 |
4 |
AS |
$216.17 |
$21,617 |
D/D |
(100) |
12,242,443 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-05 |
4 |
AS |
$240.94 |
$21,926 |
D/D |
(91) |
19,115,436 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-21 |
4 |
AS |
$56.56 |
$22,643 |
D/D |
(400) |
27,756,555 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-03 |
4 |
AS |
$233.88 |
$22,920 |
D/D |
(98) |
18,605,478 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-14 |
4 |
AS |
$58.07 |
$23,228 |
D/D |
(400) |
28,667,145 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-05 |
4 |
AS |
$46.98 |
$23,492 |
D/D |
(500) |
26,299,801 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-10 |
4 |
AS |
$238.13 |
$23,813 |
D/D |
(100) |
11,639,805 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-01 |
4 |
AS |
$47.57 |
$24,163 |
D/D |
(508) |
25,228,540 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-18 |
4 |
AS |
$48.67 |
$24,391 |
D/D |
(500) |
29,076,345 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-20 |
4 |
AS |
$62.40 |
$24,971 |
D/D |
(400) |
28,636,393 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-06 |
4 |
AS |
$251.71 |
$25,171 |
D/D |
(100) |
12,591,684 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-22 |
4 |
AS |
$55.61 |
$25,358 |
D/D |
(456) |
27,756,099 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-01-12 |
4 |
AS |
$36.58 |
$25,606 |
D/D |
(700) |
26,903,946 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-10-04 |
4 |
AS |
$121.07 |
$25,666 |
D/D |
(212) |
23,011,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-09 |
4 |
AS |
$64.60 |
$26,007 |
D/D |
(402) |
27,767,199 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-11 |
4 |
AS |
$134.34 |
$26,868 |
D/D |
(200) |
20,730,995 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-02 |
4 |
AS |
$226.91 |
$27,229 |
D/D |
(120) |
11,288,410 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-05 |
4 |
AS |
$276.97 |
$27,697 |
D/D |
(100) |
10,934,666 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-10 |
4 |
AS |
$200.56 |
$28,079 |
D/D |
(140) |
11,508,911 |
0 |
% |
|
1686 Records found
|
|
Page 4 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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|
