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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,668,725 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,114,627,577 |
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Indirect Value
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$1,431,283,436 |
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Total
Shares |
15,571,388 |
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Total
Value |
$4,545,911,013 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 45 of 68
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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 |
|
2020-06-01 |
4 |
AS |
$152.94 |
$1,695,866 |
D/D |
(11,035) |
20,275,545 |
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 |
|
2020-06-03 |
4 |
AS |
$152.65 |
$1,518,672 |
D/D |
(9,935) |
20,264,212 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-04 |
4 |
AS |
$153.04 |
$129,690 |
D/D |
(847) |
20,263,365 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-05 |
4 |
AS |
$149.62 |
$1,580,327 |
D/D |
(10,529) |
20,252,836 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-08 |
4 |
AS |
$150.52 |
$1,745,917 |
D/D |
(11,500) |
20,241,336 |
0 |
% |
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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 |
|
2020-06-12 |
4 |
AS |
$142.97 |
$1,494,251 |
D/D |
(10,380) |
20,219,637 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-15 |
4 |
AS |
$144.06 |
$1,511,802 |
D/D |
(10,330) |
20,209,307 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-16 |
4 |
AS |
$146.79 |
$1,470,914 |
D/D |
(9,922) |
20,199,385 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-17 |
4 |
AS |
$147.20 |
$1,888,375 |
D/D |
(12,432) |
20,186,953 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-18 |
4 |
AS |
$150.13 |
$1,514,383 |
D/D |
(10,085) |
20,176,868 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-19 |
4 |
AS |
$150.25 |
$1,558,515 |
D/D |
(10,322) |
20,166,546 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-22 |
4 |
AS |
$150.78 |
$422,649 |
D/D |
(2,803) |
20,163,743 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-23 |
4 |
AS |
$149.47 |
$470,137 |
D/D |
(3,142) |
20,160,601 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-29 |
4 |
AS |
$142.54 |
$745,968 |
D/D |
(5,214) |
20,123,915 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-06-30 |
4 |
AS |
$140.13 |
$2,286,424 |
D/D |
(16,267) |
20,107,648 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-07-01 |
4 |
AS |
$140.47 |
$757,350 |
D/D |
(5,218) |
20,102,430 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-08-03 |
4 |
AS |
$167.31 |
$571,582 |
D/D |
(3,405) |
20,099,025 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-08-04 |
4 |
AS |
$165.27 |
$53,877 |
D/D |
(326) |
20,098,699 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-08-05 |
4 |
AS |
$163.27 |
$1,100,830 |
D/D |
(6,742) |
20,091,957 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-08-06 |
4 |
AS |
$161.58 |
$1,648,300 |
D/D |
(10,182) |
20,081,775 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-08-07 |
4 |
AS |
$162.49 |
$110,329 |
D/D |
(679) |
20,081,096 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-08-10 |
4 |
AS |
$159.88 |
$19,666 |
D/D |
(123) |
20,080,973 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-08-11 |
4 |
AS |
$158.72 |
$1,604,940 |
D/D |
(10,092) |
20,070,881 |
0 |
% |
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1686 Records found
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Page 45 of 68 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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