| |
| |
|
| 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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|
|
|
|
|
|
|
|
|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 45 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 |
• • • |
2020-06-01 |
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 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-08 |
4 |
AS |
$150.52 |
$1,745,917 |
D/D |
(11,500) |
20,241,336 |
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 |
• • • |
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 |
% |
|
| 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 |
% |
|
1684 Records found
|
|
Page 45 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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|
