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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 46 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 |
|
2020-08-12 |
4 |
AS |
$158.48 |
$1,332,223 |
D/D |
(8,358) |
20,062,523 |
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 |
|
2020-08-14 |
4 |
AS |
$157.55 |
$1,333,853 |
D/D |
(8,458) |
20,045,077 |
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 |
|
2020-08-18 |
4 |
AS |
$156.83 |
$1,680,253 |
D/D |
(10,704) |
20,025,243 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-08-19 |
4 |
AS |
$156.40 |
$1,658,559 |
D/D |
(10,566) |
20,014,677 |
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 |
|
2020-08-21 |
4 |
AS |
$156.59 |
$1,428,365 |
D/D |
(9,084) |
19,997,547 |
0 |
% |
|
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 |
% |
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1686 Records found
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Page 46 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 |
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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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