| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,674,922 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,176,856,787 |
|
|
|
Indirect Value
|
$1,459,032,509 |
|
|
| Total
Shares |
15,577,585 |
|
|
| Total
Value |
$4,635,889,296 |
|
|
|
|
|
|
|
|
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... |
2024-05-22 |
10,674,922 |
2024-05-22 |
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 :
1684 |
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 |
• • • |
2023-11-13 |
4 |
AS |
$265.51 |
$2,290,153 |
D/D |
(8,624) |
11,435,673 |
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 |
• • • |
2023-11-10 |
4 |
AS |
$260.45 |
$2,512,919 |
D/D |
(9,525) |
11,444,297 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-05-31 |
4 |
AS |
$206.43 |
$1,163,051 |
D/D |
(5,632) |
11,449,943 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-09 |
4 |
AS |
$262.12 |
$694,645 |
D/D |
(2,650) |
11,453,822 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-05-30 |
4 |
AS |
$200.80 |
$2,580,536 |
D/D |
(12,650) |
11,455,575 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-08 |
4 |
AS |
$261.97 |
$1,762,524 |
D/D |
(6,726) |
11,456,472 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-07 |
4 |
AS |
$262.37 |
$2,177,344 |
D/D |
(8,297) |
11,463,198 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-21 |
4 |
AS |
$183.60 |
$1,151,795 |
D/D |
(6,151) |
11,468,225 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-06 |
4 |
AS |
$262.31 |
$2,980,623 |
D/D |
(11,334) |
11,471,495 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-20 |
4 |
AS |
$183.15 |
$1,459,515 |
D/D |
(7,948) |
11,474,376 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-17 |
4 |
AS |
$185.35 |
$93,234 |
D/D |
(503) |
11,482,324 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-16 |
4 |
AS |
$183.08 |
$2,158,104 |
D/D |
(11,584) |
11,482,827 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-03 |
4 |
AS |
$261.54 |
$2,462,190 |
D/D |
(9,376) |
11,482,829 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-10 |
4 |
AS |
$200.56 |
$28,079 |
D/D |
(140) |
11,508,911 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-09 |
4 |
AS |
$206.96 |
$1,043,132 |
D/D |
(5,022) |
11,509,051 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-08 |
4 |
AS |
$207.18 |
$1,785,875 |
D/D |
(8,620) |
11,514,073 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-09-01 |
4 |
AS |
$232.25 |
$2,680,135 |
D/D |
(11,394) |
11,517,505 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-07 |
4 |
AS |
$209.27 |
$66,968 |
D/D |
(320) |
11,522,693 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-06 |
4 |
AS |
$210.65 |
$2,071,273 |
D/D |
(9,748) |
11,523,013 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-31 |
4 |
AS |
$227.85 |
$2,925,149 |
D/D |
(12,650) |
11,528,899 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-03 |
4 |
AS |
$206.98 |
$2,696,373 |
D/D |
(12,893) |
11,532,761 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-30 |
4 |
AS |
$224.32 |
$2,340,612 |
D/D |
(10,315) |
11,541,549 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-02 |
4 |
AS |
$206.51 |
$2,093,821 |
D/D |
(10,127) |
11,545,654 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-29 |
4 |
AS |
$225.84 |
$1,498,109 |
D/D |
(6,615) |
11,551,864 |
0 |
% |
|
1684 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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|
