| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,489 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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... |
2024-05-28 |
10,668,489 |
2024-05-28 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1687 |
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 |
Chairman & CEO |
• • • |
2007-08-20 |
4 |
AS |
$62.40 |
$24,971 |
D/D |
(400) |
28,636,393 |
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 |
Chairman & CEO |
• • – |
2008-04-21 |
4 |
AS |
$56.56 |
$22,643 |
D/D |
(400) |
27,756,555 |
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 |
• • – |
2009-05-06 |
4 |
AS |
$43.03 |
$17,212 |
D/D |
(400) |
26,435,701 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-09 |
4 |
AS |
$64.60 |
$26,007 |
D/D |
(402) |
27,767,199 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-10 |
4 |
AS |
$114.61 |
$48,481 |
D/D |
(423) |
22,744,574 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-19 |
4 |
AS |
$120.51 |
$51,216 |
D/D |
(425) |
22,903,342 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-22 |
4 |
AS |
$55.61 |
$25,358 |
D/D |
(456) |
27,756,099 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-15 |
4 |
AS |
$248.03 |
$115,333 |
D/D |
(465) |
18,390,263 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
476 |
24,892,221 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-06-18 |
4 |
AS |
$48.67 |
$24,391 |
D/D |
(500) |
29,076,345 |
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 |
• • – |
2008-04-15 |
4 |
AS |
$59.08 |
$29,619 |
D/D |
(500) |
27,764,999 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-05 |
4 |
AS |
$46.98 |
$23,492 |
D/D |
(500) |
26,299,801 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-07 |
4 |
AS |
$157.86 |
$78,929 |
D/D |
(500) |
20,865,670 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-09 |
4 |
AS |
$234.84 |
$118,125 |
D/D |
(503) |
12,500,908 |
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 |
Chairman & CEO |
• • – |
2010-06-01 |
4 |
AS |
$47.57 |
$24,163 |
D/D |
(508) |
25,228,540 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-02 |
4 |
AS |
$156.56 |
$85,253 |
D/D |
(544) |
21,131,129 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-12 |
4 |
AS |
$73.95 |
$42,327 |
D/D |
(570) |
27,659,599 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-07 |
4 |
AS |
$266.43 |
$154,261 |
D/D |
(579) |
12,824,253 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-22 |
4 |
AS |
$126.26 |
$73,545 |
D/D |
(582) |
22,402,054 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-07 |
4 |
AS |
$74.87 |
$44,938 |
D/D |
(600) |
28,147,908 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-08-12 |
4 |
AS |
$67.36 |
$40,417 |
D/D |
(600) |
27,455,354 |
0 |
- |
|
1687 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 |
| |
|
|
|
|
|
