| |
| |
|
| 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* |
|
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|
|
|
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|
|
|
|
|
Records found :
1682 |
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 |
• • • |
2020-02-03 |
4 |
AS |
$156.85 |
$1,361,848 |
D/D |
(8,500) |
20,893,930 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-27 |
4 |
AS |
$157.01 |
$1,277,343 |
D/D |
(8,131) |
21,561,618 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-10 |
4 |
AS |
$157.02 |
$1,121,674 |
D/D |
(7,142) |
20,858,528 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-17 |
4 |
AS |
$157.03 |
$1,435,674 |
D/D |
(9,130) |
20,035,947 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-14 |
4 |
AS |
$157.05 |
$1,153,271 |
D/D |
(7,310) |
20,830,008 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-29 |
4 |
AS |
$157.07 |
$1,303,093 |
D/D |
(8,294) |
21,131,673 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-28 |
4 |
AS |
$157.09 |
$1,756,855 |
D/D |
(11,113) |
21,550,505 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-11 |
4 |
AS |
$157.20 |
$347,014 |
D/D |
(2,207) |
21,477,468 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-11 |
4 |
AS |
$157.20 |
$1,064,778 |
D/D |
(6,768) |
20,851,760 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-20 |
4 |
AS |
$157.30 |
$2,084,281 |
D/D |
(13,177) |
21,179,212 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-18 |
4 |
AS |
$157.31 |
$1,405,993 |
D/D |
(8,899) |
19,841,781 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-14 |
4 |
AS |
$157.40 |
$1,918,873 |
D/D |
(12,112) |
19,871,633 |
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 |
Executive Chairman |
• • • |
2020-08-20 |
4 |
AS |
$157.49 |
$1,271,045 |
D/D |
(8,046) |
20,006,631 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-14 |
4 |
AS |
$157.55 |
$1,333,853 |
D/D |
(8,458) |
20,045,077 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-23 |
4 |
AS |
$157.61 |
$201,036 |
D/D |
(1,271) |
21,391,856 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-28 |
4 |
AS |
$157.76 |
$1,787,885 |
D/D |
(11,301) |
19,773,418 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-07 |
4 |
AS |
$157.86 |
$78,929 |
D/D |
(500) |
20,865,670 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-08 |
4 |
AS |
$158.09 |
$277,736 |
D/D |
(1,756) |
21,264,281 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-06 |
4 |
AS |
$158.16 |
$1,258,638 |
D/D |
(7,943) |
20,866,170 |
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 |
• • • |
2020-02-25 |
4 |
AS |
$158.32 |
$244,300 |
D/D |
(1,543) |
20,801,920 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-19 |
4 |
AS |
$158.36 |
$2,447,706 |
D/D |
(15,219) |
21,407,446 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-18 |
4 |
AS |
$158.48 |
$1,475,888 |
D/D |
(9,213) |
20,820,795 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-12 |
4 |
AS |
$158.48 |
$1,332,223 |
D/D |
(8,358) |
20,062,523 |
0 |
% |
|
1682 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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|
