| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,725 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,114,627,577 |
|
|
|
Indirect Value
|
$1,431,283,436 |
|
|
| Total
Shares |
15,571,388 |
|
|
| Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 46 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 |
• • • |
2020-08-24 |
4 |
AS |
$156.33 |
$1,309,045 |
D/D |
(8,371) |
19,989,176 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-25 |
4 |
AS |
$156.35 |
$1,506,021 |
D/D |
(9,548) |
19,979,628 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-26 |
4 |
AS |
$158.73 |
$1,652,060 |
D/D |
(10,260) |
19,969,368 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-27 |
4 |
AS |
$162.47 |
$1,703,818 |
D/D |
(10,483) |
19,958,885 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-28 |
4 |
AS |
$161.72 |
$1,346,631 |
D/D |
(8,326) |
19,950,559 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-31 |
4 |
AS |
$161.06 |
$724,454 |
D/D |
(4,498) |
19,946,061 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-01 |
4 |
AS |
$159.77 |
$3,001,878 |
D/D |
(18,304) |
19,927,757 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-02 |
4 |
AS |
$164.17 |
$1,867,062 |
D/D |
(11,373) |
19,916,384 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-03 |
4 |
AS |
$162.90 |
$64,381 |
D/D |
(395) |
19,915,989 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-04 |
4 |
AS |
$158.72 |
$357,127 |
D/D |
(2,250) |
19,913,739 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-08 |
4 |
AS |
$156.70 |
$441,117 |
D/D |
(2,815) |
19,910,924 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-09 |
4 |
AS |
$155.79 |
$1,544,432 |
D/D |
(9,684) |
19,901,240 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-10 |
4 |
AS |
$159.01 |
$1,355,927 |
D/D |
(8,498) |
19,892,742 |
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 |
• • • |
2020-09-14 |
4 |
AS |
$157.40 |
$1,918,873 |
D/D |
(12,112) |
19,871,633 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-15 |
4 |
AS |
$159.01 |
$1,410,748 |
D/D |
(8,740) |
19,862,893 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-16 |
4 |
AS |
$160.70 |
$1,470,545 |
D/D |
(9,082) |
19,853,811 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-17 |
4 |
AS |
$158.61 |
$496,763 |
D/D |
(3,131) |
19,850,680 |
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 |
• • • |
2020-09-21 |
4 |
AS |
$155.81 |
$328,114 |
D/D |
(2,102) |
19,839,679 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-22 |
4 |
AS |
$154.24 |
$2,045,262 |
D/D |
(13,226) |
19,826,453 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-23 |
4 |
AS |
$154.36 |
$1,429,812 |
D/D |
(9,216) |
19,817,237 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-24 |
4 |
AS |
$153.05 |
$3,037,717 |
D/D |
(19,836) |
19,797,401 |
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 |
• • • |
2020-09-28 |
4 |
AS |
$157.76 |
$1,787,885 |
D/D |
(11,301) |
19,773,418 |
0 |
% |
|
1686 Records found
|
|
Page 46 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 |
| |
|
|
|
|
|
