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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,668,489 |
|
Indirect Shares
|
4,902,663 |
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|
Direct
Value |
$3,069,217,600 |
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Indirect Value
|
$1,410,447,118 |
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Total
Shares |
15,571,152 |
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Total
Value |
$4,479,664,719 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
|
0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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
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Download |
Page 40 of 68
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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 |
|
2019-12-12 |
4 |
AS |
$151.43 |
$659,730 |
D/D |
(4,353) |
21,067,782 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-13 |
4 |
AS |
$148.93 |
$749,327 |
D/D |
(5,031) |
21,039,701 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-16 |
4 |
AS |
$148.70 |
$1,723,873 |
D/D |
(11,476) |
21,028,225 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-17 |
4 |
AS |
$150.47 |
$1,668,860 |
D/D |
(11,071) |
21,017,154 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-18 |
4 |
AS |
$150.54 |
$1,669,966 |
D/D |
(11,069) |
21,006,085 |
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 |
|
2019-12-20 |
4 |
AS |
$151.78 |
$1,776,688 |
D/D |
(11,640) |
20,986,023 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-23 |
4 |
AS |
$153.09 |
$563,235 |
D/D |
(3,679) |
20,982,344 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-24 |
4 |
AS |
$151.52 |
$869,395 |
D/D |
(5,738) |
20,976,606 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-26 |
4 |
AS |
$151.22 |
$1,168,040 |
D/D |
(7,677) |
20,968,929 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-27 |
4 |
AS |
$151.82 |
$1,431,029 |
D/D |
(9,421) |
20,959,508 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-30 |
4 |
AS |
$151.42 |
$15,142 |
D/D |
(100) |
20,959,408 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-31 |
4 |
AS |
$150.78 |
$1,456,211 |
D/D |
(9,643) |
20,949,765 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-01-02 |
4 |
AS |
$150.74 |
$1,369,793 |
D/D |
(9,086) |
20,940,679 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-01-03 |
4 |
AS |
$151.03 |
$1,172,673 |
D/D |
(7,733) |
20,932,946 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-01-06 |
4 |
AS |
$151.27 |
$1,562,857 |
D/D |
(10,221) |
20,922,725 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-01-07 |
4 |
AS |
$152.67 |
$137,554 |
D/D |
(901) |
20,921,824 |
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 |
|
2020-01-09 |
4 |
AS |
$153.80 |
$998,201 |
D/D |
(6,475) |
20,906,778 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-01-10 |
4 |
AS |
$153.84 |
$670,545 |
D/D |
(4,348) |
20,902,430 |
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 |
|
2020-02-04 |
4 |
AS |
$160.05 |
$1,729,339 |
D/D |
(10,762) |
20,883,168 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-02-05 |
4 |
AS |
$158.99 |
$1,445,920 |
D/D |
(9,055) |
20,874,113 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-02-06 |
4 |
AS |
$158.16 |
$1,258,638 |
D/D |
(7,943) |
20,866,170 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-02-07 |
4 |
AS |
$157.86 |
$78,929 |
D/D |
(500) |
20,865,670 |
0 |
% |
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1687 Records found
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Page 40 of 68 |
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Free Registration Required For Full Results. Limit: 25
|
|
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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 |
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IO |
- Initital Ownership |
D |
- Disposed |
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