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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,668,725 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,114,627,577 |
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Indirect Value
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$1,431,283,436 |
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Total
Shares |
15,571,388 |
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Total
Value |
$4,545,911,013 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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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
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Download |
Page 50 of 68
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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 |
|
2021-03-09 |
4 |
AS |
$237.20 |
$3,341,886 |
D/D |
(13,808) |
18,903,002 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-10 |
4 |
AS |
$242.52 |
$2,858,466 |
D/D |
(11,735) |
18,891,267 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-11 |
4 |
AS |
$243.60 |
$2,503,289 |
D/D |
(10,266) |
18,881,001 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-12 |
4 |
AS |
$243.65 |
$1,912,373 |
D/D |
(7,847) |
18,873,154 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-15 |
4 |
AS |
$243.46 |
$3,513,447 |
D/D |
(14,168) |
18,858,986 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-16 |
4 |
AS |
$248.05 |
$151,072 |
D/D |
(608) |
18,858,378 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-17 |
4 |
AS |
$240.93 |
$2,532,994 |
D/D |
(10,498) |
18,847,880 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-18 |
4 |
AS |
$240.93 |
$466,201 |
D/D |
(1,935) |
18,845,945 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-19 |
4 |
AS |
$236.38 |
$3,805,409 |
D/D |
(16,005) |
18,829,940 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-22 |
4 |
AS |
$236.45 |
$61,477 |
D/D |
(260) |
18,829,680 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-23 |
4 |
AS |
$230.24 |
$2,717,206 |
D/D |
(11,708) |
18,817,972 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-24 |
4 |
AS |
$232.32 |
$59,416 |
D/D |
(255) |
18,817,717 |
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 |
|
2021-03-26 |
4 |
AS |
$224.26 |
$2,619,352 |
D/D |
(11,620) |
18,805,965 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-29 |
4 |
AS |
$225.95 |
$1,841,712 |
D/D |
(8,149) |
18,797,816 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-30 |
4 |
AS |
$225.89 |
$1,977,348 |
D/D |
(8,724) |
18,789,092 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-03-31 |
4 |
AS |
$226.75 |
$1,848,834 |
D/D |
(8,133) |
18,780,959 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-04-01 |
4 |
AS |
$225.24 |
$2,786,993 |
D/D |
(12,053) |
18,768,906 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-03 |
4 |
AS |
$264.41 |
$4,504,209 |
D/D |
(17,032) |
18,739,848 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-04 |
4 |
AS |
$263.76 |
$1,447,515 |
D/D |
(5,488) |
18,734,360 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-05 |
4 |
AS |
$263.26 |
$2,761,988 |
D/D |
(10,488) |
18,723,872 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-06 |
4 |
AS |
$263.30 |
$169,318 |
D/D |
(641) |
18,723,231 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-07 |
4 |
AS |
$260.60 |
$2,162,792 |
D/D |
(8,266) |
18,714,965 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-10 |
4 |
AS |
$261.55 |
$590,669 |
D/D |
(2,256) |
18,712,709 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-05-11 |
4 |
AS |
$252.75 |
$1,136,719 |
D/D |
(4,493) |
18,708,216 |
0 |
% |
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1686 Records found
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Page 50 of 68 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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