| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,489 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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... |
2024-05-28 |
10,668,489 |
2024-05-28 |
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 :
1687 |
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 |
• • • |
2019-02-21 |
4 |
AS |
$125.49 |
$1,260,050 |
D/D |
(9,942) |
22,402,636 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-10-07 |
4 |
AS |
$144.87 |
$1,450,209 |
D/D |
(9,944) |
21,325,867 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-06 |
4 |
AS |
$125.12 |
$1,244,633 |
D/D |
(9,946) |
22,494,251 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-11 |
4 |
AS |
$125.81 |
$1,251,324 |
D/D |
(9,946) |
22,463,926 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-22 |
4 |
AS |
$68.33 |
$699,951 |
D/D |
(9,976) |
28,247,589 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-06 |
4 |
AS |
$305.45 |
$3,085,889 |
D/D |
(9,982) |
10,790,031 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-11 |
4 |
AS |
$153.66 |
$1,552,935 |
D/D |
(9,988) |
21,254,293 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-27 |
4 |
AS |
$108.87 |
$1,089,371 |
D/D |
(9,989) |
22,624,685 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-06 |
4 |
AS |
$123.88 |
$1,239,091 |
D/D |
(9,994) |
22,961,873 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-04 |
4 |
AS |
$51.14 |
$511,374 |
D/D |
(10,000) |
29,282,000 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-18 |
4 |
AS |
$55.92 |
$559,239 |
D/D |
(10,000) |
27,361,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-19 |
4 |
AS |
$59.79 |
$620,678 |
D/D |
(10,000) |
27,351,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-25 |
4 |
AS |
$57.96 |
$579,643 |
D/D |
(10,000) |
27,337,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-30 |
4 |
AS |
$53.96 |
$539,599 |
D/D |
(10,000) |
27,327,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-01 |
4 |
AS |
$55.33 |
$553,292 |
D/D |
(10,000) |
27,317,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-03 |
4 |
AS |
$57.66 |
$589,884 |
D/D |
(10,000) |
27,307,313 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-08 |
4 |
AS |
$53.46 |
$538,613 |
D/D |
(10,000) |
27,290,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-09 |
4 |
AS |
$55.04 |
$551,400 |
D/D |
(10,000) |
27,280,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-13 |
4 |
AS |
$46.25 |
$488,023 |
D/D |
(10,000) |
27,270,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-14 |
4 |
AS |
$49.48 |
$496,160 |
D/D |
(10,000) |
27,260,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-16 |
4 |
AS |
$47.34 |
$473,483 |
D/D |
(10,000) |
27,250,578 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-14 |
4 |
AS |
$51.75 |
$517,485 |
D/D |
(10,000) |
26,102,706 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-21 |
4 |
AS |
$50.85 |
$510,425 |
D/D |
(10,000) |
26,083,506 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-09 |
4 |
AS |
$50.48 |
$504,763 |
D/D |
(10,000) |
26,035,123 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-10 |
4 |
AS |
$50.45 |
$504,500 |
D/D |
(10,000) |
26,025,123 |
0 |
- |
|
1687 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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|
