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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,668,725 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,114,627,577 |
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Indirect Value
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$1,431,283,436 |
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Total
Shares |
15,571,388 |
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Total
Value |
$4,545,911,013 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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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
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Download |
Page 49 of 68
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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 |
|
2021-02-04 |
4 |
AS |
$240.45 |
$2,398,868 |
D/D |
(9,914) |
19,115,527 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-05 |
4 |
AS |
$240.94 |
$21,926 |
D/D |
(91) |
19,115,436 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-08 |
4 |
AS |
$237.72 |
$4,238,977 |
D/D |
(17,680) |
19,097,756 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-09 |
4 |
AS |
$238.05 |
$4,227,494 |
D/D |
(17,579) |
19,080,177 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-10 |
4 |
AS |
$238.27 |
$2,666,717 |
D/D |
(11,138) |
19,069,039 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-11 |
4 |
AS |
$241.36 |
$2,891,839 |
D/D |
(11,849) |
19,057,190 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-12 |
4 |
AS |
$245.06 |
$3,604,829 |
D/D |
(14,553) |
19,042,637 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-16 |
4 |
AS |
$251.66 |
$4,362,311 |
D/D |
(17,261) |
19,025,376 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-17 |
4 |
AS |
$251.63 |
$64,418 |
D/D |
(256) |
19,025,120 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-18 |
4 |
AS |
$250.79 |
$3,010,795 |
D/D |
(12,001) |
19,013,119 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-19 |
4 |
AS |
$248.57 |
$1,635,774 |
D/D |
(6,580) |
19,006,539 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-25 |
4 |
AS |
$224.11 |
$810,918 |
D/D |
(3,609) |
19,002,930 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-02-26 |
4 |
AS |
$222.26 |
$3,513,324 |
D/D |
(15,736) |
18,987,194 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-01 |
4 |
AS |
$226.70 |
$2,634,921 |
D/D |
(11,463) |
18,975,731 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-02 |
4 |
AS |
$229.54 |
$2,128,332 |
D/D |
(9,268) |
18,966,463 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-03 |
4 |
AS |
$229.22 |
$4,743,927 |
D/D |
(20,587) |
18,945,876 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-04 |
4 |
AS |
$229.76 |
$1,261,118 |
D/D |
(5,485) |
18,940,391 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-05 |
4 |
AS |
$226.85 |
$2,871,896 |
D/D |
(12,347) |
18,928,044 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-08 |
4 |
AS |
$236.19 |
$2,661,327 |
D/D |
(11,234) |
18,916,810 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-09 |
4 |
AS |
$237.20 |
$3,341,886 |
D/D |
(13,808) |
18,903,002 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-10 |
4 |
AS |
$242.52 |
$2,858,466 |
D/D |
(11,735) |
18,891,267 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-11 |
4 |
AS |
$243.60 |
$2,503,289 |
D/D |
(10,266) |
18,881,001 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-12 |
4 |
AS |
$243.65 |
$1,912,373 |
D/D |
(7,847) |
18,873,154 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-15 |
4 |
AS |
$243.46 |
$3,513,447 |
D/D |
(14,168) |
18,858,986 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-16 |
4 |
AS |
$248.05 |
$151,072 |
D/D |
(608) |
18,858,378 |
0 |
% |
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1686 Records found
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Page 49 of 68 |
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Free Registration Required For Full Results. Limit: 25
|
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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