Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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      


Morningstar Inc $3,176,856,787 Morningstar Inc $3,176,856,787
 


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*  
* Premium Members only  

Records found :    1684         Free Registration Required For Full Results.    Limit: 25

 Download
  Page 50 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   •       •       •   2018-08-14 4 AS $133.27 $1,480,049 D/D (11,093) 23,302,753 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-04 4 AS $121.30 $1,481,513 D/D (12,037) 23,545,428 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   •       •       •   2018-09-18 4 AS $131.51 $1,492,783 D/D (11,347) 23,097,215 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-12 4 AS $142.97 $1,494,251 D/D (10,380) 20,219,637 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-08 4 AS $312.13 $1,495,918 D/D (4,792) 13,429,206 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-29 4 AS $225.84 $1,498,109 D/D (6,615) 11,551,864 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-18 4 AS $114.36 $1,500,045 D/D (13,111) 23,657,007 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-25 4 AS $120.88 $1,504,133 D/D (12,427) 22,265,849 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-24 4 AS $130.95 $1,505,817 D/D (11,412) 23,060,424 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-25 4 AS $156.35 $1,506,021 D/D (9,548) 19,979,628 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-22 4 AS $299.52 $1,507,742 D/D (5,023) 10,674,922 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-20 4 AS $156.23 $1,509,056 D/D (9,656) 21,609,345 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-08 4 AS $151.75 $1,509,464 D/D (9,837) 21,676,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-15 4 AS $144.06 $1,511,802 D/D (10,330) 20,209,307 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-10 4 AS $298.66 $1,513,978 D/D (5,063) 10,714,555 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-18 4 AS $150.13 $1,514,383 D/D (10,085) 20,176,868 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-26 4 AS $140.75 $1,515,216 D/D (10,700) 21,832,647 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-11 4 AS $294.17 $1,516,314 D/D (5,149) 12,940,661 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-15 4 AS $236.40 $1,516,987 D/D (6,362) 11,620,972 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-03 4 AS $152.65 $1,518,672 D/D (9,935) 20,264,212 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-15 4 AS $153.05 $1,522,433 D/D (9,894) 21,641,305 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-09 4 AS $122.71 $1,525,654 D/D (12,388) 20,504,801 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-18 4 AS $112.80 $1,527,731 D/D (13,511) 22,677,771 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-24 4 AS $137.31 $1,528,837 D/D (11,134) 23,219,212 0 -
  1684  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15   16   17   18   19   20   21   22   23   24   25   26   27   28   29   30   31   32   33   34   35   36   37   38   39   40   41   42   43   44   45   46   47   48   49   50  51   52   53   54   55   56   57   58   59   60   61   62   63   64   65   66   67   68      
  Page 50 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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us