| |
| |
|
| 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* |
|
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|
|
|
|
|
|
|
|
|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 48 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 |
• • • |
2020-11-17 |
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 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-20 |
4 |
AS |
$200.08 |
$3,043,476 |
D/D |
(15,093) |
19,547,662 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-23 |
4 |
AS |
$202.26 |
$28,519 |
D/D |
(141) |
19,547,521 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-24 |
4 |
AS |
$198.74 |
$2,578,865 |
D/D |
(12,971) |
19,534,550 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-25 |
4 |
AS |
$197.78 |
$1,530,076 |
D/D |
(7,736) |
19,526,814 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-27 |
4 |
AS |
$197.42 |
$1,966,338 |
D/D |
(9,926) |
19,516,888 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-30 |
4 |
AS |
$199.93 |
$2,479,939 |
D/D |
(12,398) |
19,504,490 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-01 |
4 |
AS |
$201.28 |
$1,993,881 |
D/D |
(9,865) |
19,494,625 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-02 |
4 |
AS |
$202.58 |
$1,795,077 |
D/D |
(8,861) |
19,485,764 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-03 |
4 |
AS |
$201.38 |
$346,803 |
D/D |
(1,721) |
19,484,043 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-04 |
4 |
AS |
$201.63 |
$1,809,122 |
D/D |
(8,959) |
19,475,084 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,300 |
19,418,784 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-04 |
4/A |
GD |
$0.00 |
$0 |
D/D |
56,200 |
19,418,884 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-07 |
4 |
GD |
$0.00 |
$0 |
D/D |
5,200 |
19,413,584 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-07 |
4 |
AS |
$200.93 |
$4,131,802 |
D/D |
(20,525) |
19,393,059 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-07 |
4/A |
GD |
$0.00 |
$0 |
D/D |
5,100 |
19,413,784 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-08 |
4 |
AS |
$199.95 |
$1,964,650 |
D/D |
(9,781) |
19,383,278 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-09 |
4 |
AS |
$201.09 |
$2,810,066 |
D/D |
(13,904) |
19,369,374 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-10 |
4 |
AS |
$202.21 |
$3,018,524 |
D/D |
(14,852) |
19,354,522 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-11 |
4 |
AS |
$203.65 |
$3,526,812 |
D/D |
(17,238) |
19,337,284 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-14 |
4 |
AS |
$206.32 |
$2,845,542 |
D/D |
(13,577) |
19,323,707 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-15 |
4 |
AS |
$207.77 |
$2,414,491 |
D/D |
(11,590) |
19,312,117 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-16 |
4 |
AS |
$209.27 |
$2,223,959 |
D/D |
(10,507) |
19,301,610 |
0 |
% |
|
1686 Records found
|
|
Page 48 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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|
