| |
| |
|
| 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 42 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 |
• • • |
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 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-10 |
4 |
AS |
$157.02 |
$1,121,674 |
D/D |
(7,142) |
20,858,528 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-11 |
4 |
AS |
$157.20 |
$1,064,778 |
D/D |
(6,768) |
20,851,760 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-12 |
4 |
AS |
$156.60 |
$1,069,478 |
D/D |
(6,827) |
20,844,933 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-13 |
4 |
AS |
$155.97 |
$1,190,865 |
D/D |
(7,615) |
20,837,318 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-14 |
4 |
AS |
$157.05 |
$1,153,271 |
D/D |
(7,310) |
20,830,008 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-18 |
4 |
AS |
$158.48 |
$1,475,888 |
D/D |
(9,213) |
20,820,795 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-19 |
4 |
AS |
$162.58 |
$1,431,214 |
D/D |
(8,686) |
20,812,109 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-20 |
4 |
AS |
$165.07 |
$1,400,592 |
D/D |
(8,483) |
20,803,626 |
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 |
• • • |
2020-02-24 |
4 |
AS |
$160.63 |
$5,301 |
D/D |
(33) |
20,803,463 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-25 |
4 |
AS |
$158.32 |
$244,300 |
D/D |
(1,543) |
20,801,920 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-26 |
4 |
AS |
$155.24 |
$1,470,784 |
D/D |
(9,400) |
20,792,520 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-28 |
4 |
AS |
$145.57 |
$2,334,271 |
D/D |
(16,012) |
20,776,508 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-02 |
4 |
AS |
$146.51 |
$1,895,363 |
D/D |
(12,871) |
20,763,637 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-03 |
4 |
AS |
$149.18 |
$239,142 |
D/D |
(1,600) |
20,762,037 |
0 |
% |
|
1686 Records found
|
|
Page 42 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 |
| |
|
|
|
|
|
