Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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      


Morningstar Inc $3,114,627,577 Morningstar Inc $3,114,627,577
 


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*  
* Premium Members only  

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   •       •       •   2019-08-13 4 AS $151.93 $1,110,522 D/D (7,200) 21,654,450 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-07 4 AS $107.64 $1,111,613 D/D (10,279) 23,748,668 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-11-13 4 AS $68.31 $1,115,713 D/D (16,258) 28,109,700 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 Executive Chairman   •       •       •   2019-02-08 4 AS $124.63 $1,119,631 D/D (8,963) 22,473,872 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-21 4 AS $224.65 $1,120,363 D/D (4,970) 12,242,563 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-21 4 AS $202.86 $1,120,544 D/D (5,519) 11,378,310 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   •       •       •   2018-05-17 4 AS $114.43 $1,122,671 D/D (9,789) 23,670,118 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-25 4 AS $126.18 $1,123,490 D/D (8,857) 22,393,197 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-06 4 AS $244.97 $1,128,998 D/D (4,582) 12,466,126 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-06 4 AS $144.35 $1,131,319 D/D (7,806) 21,936,850 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-11 4 AS $252.75 $1,136,719 D/D (4,493) 18,708,216 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-20 4 AS $273.07 $1,140,340 D/D (4,176) 10,887,311 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-06 4 AS $141.47 $1,141,289 D/D (8,049) 23,147,387 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-14 4 AS $49.13 $1,141,634 D/D (23,238) 29,257,577 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-14 4 AS $144.24 $1,143,258 D/D (7,907) 20,413,092 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-05 4 AS $127.79 $1,144,403 D/D (8,946) 22,172,807 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-22 4 AS $155.29 $1,147,951 D/D (7,388) 21,588,992 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-18 4 AS $144.22 $1,148,829 D/D (7,951) 21,888,747 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-23 4 AS $269.60 $1,148,872 D/D (4,247) 12,903,150 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-21 4 AS $183.60 $1,151,795 D/D (6,151) 11,468,225 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   •       •       •   2019-03-19 4 AS $122.00 $1,156,552 D/D (9,475) 22,282,093 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-27 4 AS $126.02 $1,159,261 D/D (9,173) 22,376,716 0 -
  1686  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15   16   17   18   19   20   21   22   23   24   25   26   27   28   29   30   31   32   33   34   35   36   37   38   39   40   41   42  43   44   45   46   47   48   49   50   51   52   53   54   55   56   57   58   59   60   61   62   63   64   65   66   67   68      
  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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us