| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,489 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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... |
2024-05-28 |
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1687 |
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 |
• • • |
2019-06-19 |
4 |
AS |
$143.92 |
$1,285,947 |
D/D |
(8,914) |
21,879,833 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-12 |
4 |
AS |
$314.10 |
$2,829,109 |
D/D |
(8,915) |
13,393,313 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-05-15 |
4 |
AS |
$132.30 |
$1,193,700 |
D/D |
(8,917) |
22,087,907 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-16 |
4 |
AS |
$154.66 |
$1,379,991 |
D/D |
(8,922) |
21,442,947 |
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 |
• • • |
2021-11-18 |
4 |
AS |
$319.45 |
$2,886,062 |
D/D |
(8,952) |
13,367,041 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-03 |
4 |
AS |
$291.74 |
$2,635,502 |
D/D |
(8,954) |
10,741,312 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-04 |
4 |
AS |
$201.63 |
$1,809,122 |
D/D |
(8,959) |
19,475,084 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-01 |
4 |
AS |
$242.45 |
$2,194,071 |
D/D |
(8,962) |
11,659,263 |
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 |
• • • |
2022-03-28 |
4 |
AS |
$268.42 |
$2,440,769 |
D/D |
(8,976) |
12,673,970 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-23 |
4 |
AS |
$273.10 |
$2,481,218 |
D/D |
(8,977) |
13,558,881 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-13 |
4 |
AS |
$158.19 |
$1,426,706 |
D/D |
(8,988) |
20,053,535 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-14 |
4 |
AS |
$273.60 |
$2,481,502 |
D/D |
(8,993) |
10,899,717 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-11 |
4 |
AS |
$157.43 |
$1,421,088 |
D/D |
(8,997) |
19,883,745 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-10 |
4 |
AS |
$43.22 |
$388,967 |
D/D |
(9,000) |
26,218,641 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-14 |
4 |
AS |
$43.78 |
$393,992 |
D/D |
(9,000) |
26,209,641 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-16 |
4 |
AS |
$43.79 |
$394,105 |
D/D |
(9,000) |
26,197,548 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-22 |
4 |
AS |
$45.85 |
$419,184 |
D/D |
(9,000) |
26,182,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-23 |
4 |
AS |
$46.83 |
$421,445 |
D/D |
(9,000) |
26,173,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-28 |
4 |
AS |
$46.40 |
$424,724 |
D/D |
(9,000) |
26,164,748 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-29 |
4 |
AS |
$47.27 |
$425,410 |
D/D |
(9,000) |
26,155,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-30 |
4 |
AS |
$47.23 |
$425,095 |
D/D |
(9,000) |
26,146,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-05 |
4 |
AS |
$47.68 |
$429,087 |
D/D |
(9,000) |
26,137,347 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-06 |
4 |
AS |
$48.10 |
$442,226 |
D/D |
(9,000) |
26,128,347 |
0 |
- |
|
1687 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 |
| |
|
|
|
|
|
