| |
| |
|
| 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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|
|
|
|
|
|
|
|
|
Records found :
1682 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 49 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 |
• • • |
2020-12-03 |
4 |
AS |
$201.38 |
$346,803 |
D/D |
(1,721) |
19,484,043 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-04 |
4 |
AS |
$201.49 |
$2,985,013 |
D/D |
(14,450) |
19,659,212 |
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 |
• • • |
2023-06-13 |
4 |
AS |
$201.90 |
$2,143,411 |
D/D |
(10,539) |
11,400,005 |
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 |
• • • |
2020-11-23 |
4 |
AS |
$202.26 |
$28,519 |
D/D |
(141) |
19,547,521 |
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 |
• • • |
2023-06-21 |
4 |
AS |
$202.86 |
$1,120,544 |
D/D |
(5,519) |
11,378,310 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-12 |
4 |
AS |
$203.58 |
$204 |
D/D |
(1) |
11,410,544 |
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 |
• • • |
2020-11-18 |
4 |
AS |
$203.87 |
$56,471 |
D/D |
(277) |
19,571,931 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-14 |
4 |
AS |
$204.04 |
$700,456 |
D/D |
(3,423) |
11,396,582 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-01 |
4 |
AS |
$204.15 |
$1,649,340 |
D/D |
(8,072) |
11,441,871 |
0 |
% |
|
| 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 |
• • • |
2023-06-02 |
4 |
AS |
$204.45 |
$1,536,726 |
D/D |
(7,432) |
11,434,439 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-08 |
4 |
AS |
$205.23 |
$1,744,676 |
D/D |
(8,478) |
11,414,306 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-09 |
4 |
AS |
$205.45 |
$773,017 |
D/D |
(3,761) |
11,410,545 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-05 |
4 |
AS |
$205.51 |
$222,158 |
D/D |
(1,081) |
11,433,358 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-16 |
4 |
AS |
$205.74 |
$387,339 |
D/D |
(1,881) |
19,578,388 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-06 |
4 |
AS |
$205.90 |
$1,457,101 |
D/D |
(7,057) |
11,426,301 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-13 |
4 |
AS |
$205.99 |
$1,487,364 |
D/D |
(7,214) |
19,580,269 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-05 |
4 |
AS |
$206.07 |
$2,345,053 |
D/D |
(11,373) |
19,647,839 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-06 |
4 |
AS |
$206.19 |
$2,479,345 |
D/D |
(11,953) |
19,635,886 |
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 |
• • • |
2023-05-31 |
4 |
AS |
$206.43 |
$1,163,051 |
D/D |
(5,632) |
11,449,943 |
0 |
% |
|
1682 Records found
|
|
Page 49 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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|
