| |
| |
|
| 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 5 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 |
• • • |
2020-11-23 |
4 |
AS |
$202.26 |
$28,519 |
D/D |
(141) |
19,547,521 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-06 |
4 |
AS |
$239.94 |
$28,793 |
D/D |
(120) |
11,811,958 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-10-31 |
4 |
AS |
$72.93 |
$29,199 |
D/D |
(400) |
28,192,586 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-18 |
4 |
AS |
$295.19 |
$29,519 |
D/D |
(100) |
13,034,732 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-05 |
4 |
AS |
$73.02 |
$29,580 |
D/D |
(400) |
27,717,499 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-15 |
4 |
AS |
$59.08 |
$29,619 |
D/D |
(500) |
27,764,999 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-28 |
4 |
AS |
$245.55 |
$29,712 |
D/D |
(121) |
12,433,637 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-25 |
4 |
AS |
$225.40 |
$29,753 |
D/D |
(132) |
18,817,585 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-20 |
4 |
AS |
$117.03 |
$30,010 |
D/D |
(256) |
22,903,086 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-01 |
4 |
AS |
$254.35 |
$30,522 |
D/D |
(120) |
12,423,080 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-06-08 |
4 |
AS |
$245.83 |
$30,975 |
D/D |
(126) |
12,456,826 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-31 |
4 |
AS |
$261.84 |
$31,421 |
D/D |
(120) |
12,482,662 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-22 |
4 |
AS |
$62.86 |
$31,485 |
D/D |
(500) |
28,607,539 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-11 |
4 |
AS |
$45.27 |
$33,350 |
D/D |
(736) |
29,469,153 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-03 |
4 |
AS |
$243.49 |
$34,660 |
D/D |
(142) |
19,125,441 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-07-31 |
4 |
AS |
$49.86 |
$34,903 |
D/D |
(700) |
28,846,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-29 |
4 |
AS |
$40.65 |
$35,406 |
D/D |
(871) |
26,418,730 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-02-10 |
4 |
AS |
$45.03 |
$36,024 |
D/D |
(800) |
25,667,596 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-12 |
4 |
AS |
$47.26 |
$37,880 |
D/D |
(800) |
29,091,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-29 |
4 |
AS |
$45.15 |
$39,416 |
D/D |
(872) |
29,297,000 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-19 |
4 |
AS |
$39.97 |
$39,972 |
D/D |
(1,000) |
26,566,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-08 |
4 |
AS |
$299.82 |
$40,257 |
D/D |
(134) |
10,726,348 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-10 |
4 |
AS |
$268.66 |
$40,299 |
D/D |
(150) |
12,799,042 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-12 |
4 |
AS |
$67.36 |
$40,417 |
D/D |
(600) |
27,455,354 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.95 |
$42,327 |
D/D |
(570) |
27,659,599 |
0 |
- |
|
1686 Records found
|
|
Page 5 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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|
