| |
| |
|
| 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 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 |
• • • |
2020-08-31 |
4 |
AS |
$161.06 |
$724,454 |
D/D |
(4,498) |
19,946,061 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-06 |
4 |
AS |
$161.12 |
$1,429,823 |
D/D |
(8,856) |
21,494,713 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-06 |
4 |
AS |
$161.13 |
$1,780,136 |
D/D |
(11,048) |
21,272,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-06 |
4 |
AS |
$161.58 |
$1,648,300 |
D/D |
(10,182) |
20,081,775 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-01 |
4 |
AS |
$161.64 |
$3,090,240 |
D/D |
(19,094) |
21,306,386 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-05 |
4 |
AS |
$161.69 |
$1,627,055 |
D/D |
(10,063) |
21,283,878 |
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 |
• • • |
2019-11-04 |
4 |
AS |
$162.41 |
$2,021,199 |
D/D |
(12,445) |
21,293,941 |
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 |
• • • |
2020-08-07 |
4 |
AS |
$162.49 |
$110,329 |
D/D |
(679) |
20,081,096 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-19 |
4 |
AS |
$162.58 |
$1,431,214 |
D/D |
(8,686) |
20,812,109 |
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 |
• • • |
2020-10-02 |
4 |
AS |
$163.12 |
$2,836,982 |
D/D |
(17,337) |
19,715,865 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-05 |
4 |
AS |
$163.27 |
$1,100,830 |
D/D |
(6,742) |
20,091,957 |
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 |
• • • |
2020-02-21 |
4 |
AS |
$163.72 |
$21,284 |
D/D |
(130) |
20,803,496 |
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 |
• • • |
2020-09-02 |
4 |
AS |
$164.17 |
$1,867,062 |
D/D |
(11,373) |
19,916,384 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-20 |
4 |
AS |
$165.07 |
$1,400,592 |
D/D |
(8,483) |
20,803,626 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-04 |
4 |
AS |
$165.27 |
$53,877 |
D/D |
(326) |
20,098,699 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-03 |
4 |
AS |
$167.31 |
$571,582 |
D/D |
(3,405) |
20,099,025 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-16 |
4 |
AS |
$183.08 |
$2,158,104 |
D/D |
(11,584) |
11,482,827 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-20 |
4 |
AS |
$183.15 |
$1,459,515 |
D/D |
(7,948) |
11,474,376 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-21 |
4 |
AS |
$183.60 |
$1,151,795 |
D/D |
(6,151) |
11,468,225 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-17 |
4 |
AS |
$185.35 |
$93,234 |
D/D |
(503) |
11,482,324 |
0 |
% |
|
1682 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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|
