| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,687,931 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,197,615,197 |
|
|
|
Indirect Value
|
$1,466,778,716 |
|
|
| Total
Shares |
15,590,594 |
|
|
| Total
Value |
$4,664,393,913 |
|
|
|
|
|
|
|
|
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... |
2024-05-20 |
10,687,931 |
2024-05-20 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1682 |
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 |
• • • |
2019-12-31 |
4 |
AS |
$150.78 |
$1,456,211 |
D/D |
(9,643) |
20,949,765 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-22 |
4 |
AS |
$150.78 |
$422,649 |
D/D |
(2,803) |
20,163,743 |
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 |
• • • |
2020-01-03 |
4 |
AS |
$151.03 |
$1,172,673 |
D/D |
(7,733) |
20,932,946 |
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 |
• • • |
2020-01-06 |
4 |
AS |
$151.27 |
$1,562,857 |
D/D |
(10,221) |
20,922,725 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-01 |
4 |
AS |
$151.36 |
$1,280,299 |
D/D |
(8,435) |
21,717,045 |
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 |
• • • |
2019-12-12 |
4 |
AS |
$151.43 |
$659,730 |
D/D |
(4,353) |
21,067,782 |
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 |
• • • |
2019-12-11 |
4 |
AS |
$151.55 |
$1,335,012 |
D/D |
(8,808) |
21,072,135 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-09 |
4 |
AS |
$151.64 |
$1,711,876 |
D/D |
(11,183) |
20,230,153 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-08 |
4 |
AS |
$151.75 |
$1,509,464 |
D/D |
(9,837) |
21,676,606 |
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 |
• • • |
2019-12-27 |
4 |
AS |
$151.82 |
$1,431,029 |
D/D |
(9,421) |
20,959,508 |
0 |
- |
|
| 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 |
• • • |
2020-01-08 |
4 |
AS |
$152.37 |
$1,306,010 |
D/D |
(8,571) |
20,913,253 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-16 |
4 |
AS |
$152.56 |
$1,480,010 |
D/D |
(9,549) |
21,631,756 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-10 |
4 |
AS |
$152.57 |
$498,459 |
D/D |
(3,267) |
21,080,943 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-03 |
4 |
AS |
$152.65 |
$1,518,672 |
D/D |
(9,935) |
20,264,212 |
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 |
• • • |
2020-09-25 |
4 |
AS |
$152.67 |
$1,953,542 |
D/D |
(12,682) |
19,784,719 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-02 |
4 |
AS |
$152.71 |
$214,051 |
D/D |
(1,398) |
20,274,147 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-01 |
4 |
AS |
$152.94 |
$1,695,866 |
D/D |
(11,035) |
20,275,545 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-04 |
4 |
AS |
$153.04 |
$129,690 |
D/D |
(847) |
20,263,365 |
0 |
% |
|
1682 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 |
| |
|
|
|
|
|
