| |
| |
|
| 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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|
|
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|
|
Records found :
1682 |
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 |
• • • |
2020-09-29 |
4 |
AS |
$158.55 |
$1,538,293 |
D/D |
(9,636) |
19,763,782 |
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 |
• • • |
2020-08-11 |
4 |
AS |
$158.72 |
$1,604,940 |
D/D |
(10,092) |
20,070,881 |
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 |
• • • |
2020-08-26 |
4 |
AS |
$158.73 |
$1,652,060 |
D/D |
(10,260) |
19,969,368 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-18 |
4 |
AS |
$158.98 |
$1,747,998 |
D/D |
(10,960) |
21,422,665 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-05 |
4 |
AS |
$158.99 |
$1,445,920 |
D/D |
(9,055) |
20,874,113 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-29 |
4 |
AS |
$159.00 |
$1,451,002 |
D/D |
(9,068) |
21,541,437 |
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 |
• • • |
2020-09-15 |
4 |
AS |
$159.01 |
$1,410,748 |
D/D |
(8,740) |
19,862,893 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-30 |
4 |
AS |
$159.25 |
$2,045,287 |
D/D |
(12,756) |
19,751,026 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-05 |
4 |
AS |
$159.48 |
$1,424,032 |
D/D |
(8,827) |
21,503,569 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-10 |
4 |
AS |
$159.60 |
$198,542 |
D/D |
(1,244) |
21,479,675 |
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 |
• • • |
2020-08-10 |
4 |
AS |
$159.88 |
$19,666 |
D/D |
(123) |
20,080,973 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-04 |
4 |
AS |
$160.05 |
$1,729,339 |
D/D |
(10,762) |
20,883,168 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-09 |
4 |
AS |
$160.25 |
$2,211,085 |
D/D |
(13,794) |
21,480,919 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-20 |
4 |
AS |
$160.30 |
$2,297,616 |
D/D |
(14,319) |
21,393,127 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-10-01 |
4 |
AS |
$160.35 |
$2,873,237 |
D/D |
(17,824) |
19,733,202 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-04 |
4 |
AS |
$160.37 |
$1,777,138 |
D/D |
(11,064) |
21,512,396 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-30 |
4 |
AS |
$160.62 |
$1,536,886 |
D/D |
(9,547) |
21,531,890 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-24 |
4 |
AS |
$160.63 |
$5,301 |
D/D |
(33) |
20,803,463 |
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 |
• • • |
2019-11-07 |
4 |
AS |
$160.86 |
$1,094,252 |
D/D |
(6,793) |
21,266,037 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-03 |
4 |
AS |
$160.91 |
$1,356,718 |
D/D |
(8,430) |
21,523,460 |
0 |
- |
|
1682 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 |
| |
|
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|
