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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 |
10,674,922 |
|
Indirect Shares
|
4,902,663 |
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|
Direct
Value |
$3,176,856,787 |
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Indirect Value
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$1,459,032,509 |
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Total
Shares |
15,577,585 |
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Total
Value |
$4,635,889,296 |
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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... |
2024-05-22 |
10,674,922 |
2024-05-22 |
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 :
1684 |
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 |
|
2021-04-01 |
4 |
AS |
$225.24 |
$2,786,993 |
D/D |
(12,053) |
18,768,906 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-03 |
4 |
AS |
$264.41 |
$4,504,209 |
D/D |
(17,032) |
18,739,848 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-04 |
4 |
AS |
$263.76 |
$1,447,515 |
D/D |
(5,488) |
18,734,360 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-05 |
4 |
AS |
$263.26 |
$2,761,988 |
D/D |
(10,488) |
18,723,872 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-06 |
4 |
AS |
$263.30 |
$169,318 |
D/D |
(641) |
18,723,231 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-07 |
4 |
AS |
$260.60 |
$2,162,792 |
D/D |
(8,266) |
18,714,965 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-10 |
4 |
AS |
$261.55 |
$590,669 |
D/D |
(2,256) |
18,712,709 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-11 |
4 |
AS |
$252.75 |
$1,136,719 |
D/D |
(4,493) |
18,708,216 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-13 |
4 |
AS |
$242.45 |
$2,547,652 |
D/D |
(10,376) |
18,697,840 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-14 |
4 |
AS |
$246.00 |
$1,410,807 |
D/D |
(5,729) |
18,692,111 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-18 |
4 |
AS |
$242.16 |
$66,595 |
D/D |
(275) |
18,691,836 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-19 |
4 |
AS |
$234.09 |
$658,329 |
D/D |
(2,798) |
18,689,038 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-20 |
4 |
AS |
$233.66 |
$4,098,871 |
D/D |
(17,286) |
18,671,752 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-21 |
4 |
AS |
$238.28 |
$587,024 |
D/D |
(2,457) |
18,669,295 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-24 |
4 |
AS |
$236.07 |
$2,720,366 |
D/D |
(11,498) |
18,657,797 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-25 |
4 |
AS |
$235.99 |
$3,803,729 |
D/D |
(16,073) |
18,641,724 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-26 |
4 |
AS |
$235.71 |
$205,303 |
D/D |
(871) |
18,640,853 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-27 |
4 |
AS |
$231.89 |
$2,879,649 |
D/D |
(12,347) |
18,628,506 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-28 |
4 |
AS |
$235.24 |
$2,531,654 |
D/D |
(10,722) |
18,617,784 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-01 |
4 |
AS |
$235.21 |
$49,955 |
D/D |
(212) |
18,617,572 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-02 |
4 |
AS |
$231.60 |
$2,801,906 |
D/D |
(11,996) |
18,605,576 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-03 |
4 |
AS |
$233.88 |
$22,920 |
D/D |
(98) |
18,605,478 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-04 |
4 |
AS |
$231.59 |
$2,013,491 |
D/D |
(8,649) |
18,596,829 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-07 |
4 |
AS |
$233.27 |
$928,218 |
D/D |
(3,976) |
18,592,853 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-08 |
4 |
AS |
$230.21 |
$2,186,447 |
D/D |
(9,462) |
18,583,391 |
0 |
% |
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1684 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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