| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,674,922 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,176,856,787 |
|
|
|
Indirect Value
|
$1,459,032,509 |
|
|
| Total
Shares |
15,577,585 |
|
|
| Total
Value |
$4,635,889,296 |
|
|
|
|
|
|
|
|
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... |
2024-05-22 |
10,674,922 |
2024-05-22 |
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 :
1684 |
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 |
• • • |
2020-03-25 |
4 |
AS |
$114.33 |
$1,859,430 |
D/D |
(15,452) |
20,618,927 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-26 |
4 |
AS |
$117.01 |
$1,791,426 |
D/D |
(15,082) |
20,603,845 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-27 |
4 |
AS |
$117.83 |
$1,282,074 |
D/D |
(10,734) |
20,593,111 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-30 |
4 |
AS |
$116.58 |
$1,278,815 |
D/D |
(10,928) |
20,582,183 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-31 |
4 |
AS |
$116.69 |
$1,239,159 |
D/D |
(10,616) |
20,571,567 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-01 |
4 |
AS |
$115.56 |
$1,239,943 |
D/D |
(10,725) |
20,560,842 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-02 |
4 |
AS |
$115.18 |
$211,480 |
D/D |
(1,832) |
20,559,010 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-03 |
4 |
AS |
$111.54 |
$125,029 |
D/D |
(1,116) |
20,557,894 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-06 |
4 |
AS |
$110.83 |
$1,776,937 |
D/D |
(15,574) |
20,542,320 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-07 |
4 |
AS |
$117.29 |
$1,600,329 |
D/D |
(13,333) |
20,528,987 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-08 |
4 |
AS |
$118.72 |
$1,438,921 |
D/D |
(11,798) |
20,517,189 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-09 |
4 |
AS |
$122.71 |
$1,525,654 |
D/D |
(12,388) |
20,504,801 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-13 |
4 |
AS |
$123.65 |
$294,167 |
D/D |
(2,371) |
20,502,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-13 |
4/A |
AS |
$124.42 |
$160,380 |
D/D |
(1,289) |
20,502,430 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-04 |
4 |
AS |
$150.82 |
$206,167 |
D/D |
(1,367) |
20,501,063 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-05 |
4 |
AS |
$148.16 |
$2,428,837 |
D/D |
(16,325) |
20,484,738 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-06 |
4 |
AS |
$146.29 |
$1,341,464 |
D/D |
(9,128) |
20,475,610 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-07 |
4 |
AS |
$144.60 |
$737,728 |
D/D |
(5,059) |
20,470,551 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-08 |
4 |
AS |
$142.14 |
$1,587,788 |
D/D |
(11,024) |
20,459,527 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-11 |
4 |
AS |
$142.63 |
$1,377,653 |
D/D |
(9,520) |
20,450,007 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-12 |
4 |
AS |
$144.53 |
$1,778,288 |
D/D |
(12,169) |
20,437,838 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-13 |
4 |
AS |
$144.76 |
$2,443,945 |
D/D |
(16,839) |
20,420,999 |
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 |
• • • |
2020-05-15 |
4 |
AS |
$145.06 |
$2,170,998 |
D/D |
(14,833) |
20,398,259 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-18 |
4 |
AS |
$144.23 |
$185,824 |
D/D |
(1,286) |
20,396,973 |
0 |
% |
|
1684 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 |
| |
|
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|
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|
