| |
| |
|
| 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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|
|
|
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|
|
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|
Records found :
1687 |
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 |
Executive Chairman |
• • • |
2021-05-18 |
4 |
AS |
$242.16 |
$66,595 |
D/D |
(275) |
18,691,836 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-18 |
4 |
AS |
$203.87 |
$56,471 |
D/D |
(277) |
19,571,931 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-06 |
4 |
AS |
$300.02 |
$84,005 |
D/D |
(280) |
10,726,068 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-21 |
4 |
AS |
$221.61 |
$65,004 |
D/D |
(293) |
19,276,407 |
0 |
% |
|
| 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 |
• • – |
2008-07-03 |
4 |
AS |
$68.20 |
$20,459 |
D/D |
(300) |
27,557,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-13 |
4 |
AS |
$52.39 |
$15,718 |
D/D |
(300) |
26,112,706 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-07 |
4 |
S |
$48.62 |
$14,585 |
D/D |
(300) |
25,888,753 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-03-31 |
4 |
AS |
$48.66 |
$14,599 |
D/D |
(300) |
25,525,158 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-05 |
4 |
AS |
$265.20 |
$79,768 |
D/D |
(300) |
18,312,355 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-26 |
4 |
AS |
$215.02 |
$65,580 |
D/D |
(305) |
12,242,138 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-28 |
4 |
AS |
$271.53 |
$84,174 |
D/D |
(310) |
13,548,687 |
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 |
• • • |
2023-03-07 |
4 |
AS |
$209.27 |
$66,968 |
D/D |
(320) |
11,522,693 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-01 |
4 |
AS |
$256.42 |
$83,203 |
D/D |
(324) |
18,437,592 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-04 |
4 |
AS |
$165.27 |
$53,877 |
D/D |
(326) |
20,098,699 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-08 |
4 |
AS |
$292.16 |
$97,326 |
D/D |
(333) |
12,969,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-10-02 |
4 |
AS |
$124.91 |
$42,470 |
D/D |
(340) |
23,024,850 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-05-09 |
4 |
AS |
$135.10 |
$46,610 |
D/D |
(345) |
22,118,426 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-18 |
4 |
AS |
$263.33 |
$92,166 |
D/D |
(350) |
18,254,500 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-13 |
4 |
AS |
$277.75 |
$98,178 |
D/D |
(353) |
13,615,526 |
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 |
• • • |
2020-09-03 |
4 |
AS |
$162.90 |
$64,381 |
D/D |
(395) |
19,915,989 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-27 |
4 |
AS |
$46.46 |
$18,606 |
D/D |
(400) |
29,501,409 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-14 |
4 |
AS |
$58.07 |
$23,228 |
D/D |
(400) |
28,667,145 |
0 |
- |
|
1687 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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|
