| |
| |
|
| 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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|
|
|
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|
|
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|
|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 47 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 |
• • • |
2020-09-22 |
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 |
% |
|
| 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 |
• • • |
2020-09-30 |
4 |
AS |
$159.25 |
$2,045,287 |
D/D |
(12,756) |
19,751,026 |
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 |
• • • |
2020-10-02 |
4 |
AS |
$163.12 |
$2,836,982 |
D/D |
(17,337) |
19,715,865 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-10-05 |
4 |
AS |
$163.61 |
$2,091,804 |
D/D |
(12,783) |
19,703,082 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-10-06 |
4 |
AS |
$164.09 |
$107,594 |
D/D |
(652) |
19,702,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-02 |
4 |
AS |
$190.09 |
$2,737,460 |
D/D |
(14,196) |
19,688,234 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-03 |
4 |
AS |
$195.27 |
$2,889,103 |
D/D |
(14,572) |
19,673,662 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-04 |
4 |
AS |
$201.49 |
$2,985,013 |
D/D |
(14,450) |
19,659,212 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-05 |
4 |
AS |
$206.07 |
$2,345,053 |
D/D |
(11,373) |
19,647,839 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-06 |
4 |
AS |
$206.19 |
$2,479,345 |
D/D |
(11,953) |
19,635,886 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-09 |
4 |
AS |
$209.43 |
$3,625,061 |
D/D |
(17,030) |
19,618,856 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-10 |
4 |
AS |
$212.71 |
$3,337,560 |
D/D |
(15,653) |
19,603,203 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-11 |
4 |
AS |
$211.76 |
$3,305,523 |
D/D |
(15,491) |
19,587,712 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-12 |
4 |
AS |
$213.32 |
$48,850 |
D/D |
(229) |
19,587,483 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-13 |
4 |
AS |
$205.99 |
$1,487,364 |
D/D |
(7,214) |
19,580,269 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-16 |
4 |
AS |
$205.74 |
$387,339 |
D/D |
(1,881) |
19,578,388 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-17 |
4 |
AS |
$204.22 |
$1,262,081 |
D/D |
(6,180) |
19,572,208 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-18 |
4 |
AS |
$203.87 |
$56,471 |
D/D |
(277) |
19,571,931 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-19 |
4 |
AS |
$198.30 |
$1,831,086 |
D/D |
(9,176) |
19,562,755 |
0 |
% |
|
1684 Records found
|
|
Page 47 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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|
