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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 |
10,674,922 |
|
Indirect Shares
|
4,902,663 |
|
|
Direct
Value |
$3,176,856,787 |
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Indirect Value
|
$1,459,032,509 |
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Total
Shares |
15,577,585 |
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Total
Value |
$4,635,889,296 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
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
|
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... |
2024-05-22 |
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
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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 |
|
2021-06-09 |
4 |
AS |
$230.94 |
$2,553,866 |
D/D |
(11,031) |
18,572,360 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-10 |
4 |
AS |
$231.46 |
$2,314,295 |
D/D |
(9,924) |
18,562,436 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-11 |
4 |
AS |
$233.32 |
$2,412,357 |
D/D |
(10,240) |
18,552,196 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-14 |
4 |
AS |
$235.42 |
$2,038,985 |
D/D |
(8,588) |
18,543,608 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-15 |
4 |
AS |
$237.75 |
$2,751,988 |
D/D |
(11,520) |
18,532,088 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-16 |
4 |
AS |
$237.75 |
$2,278,567 |
D/D |
(9,556) |
18,522,532 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-17 |
4 |
AS |
$238.48 |
$2,300,497 |
D/D |
(9,487) |
18,513,045 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-18 |
4 |
AS |
$243.54 |
$1,356,307 |
D/D |
(5,569) |
18,507,476 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-21 |
4 |
AS |
$241.68 |
$2,409,258 |
D/D |
(9,789) |
18,497,687 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-22 |
4 |
AS |
$245.71 |
$2,155,254 |
D/D |
(8,679) |
18,489,008 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-23 |
4 |
AS |
$247.74 |
$1,637,781 |
D/D |
(6,611) |
18,482,397 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-24 |
4 |
AS |
$246.56 |
$921,283 |
D/D |
(3,728) |
18,478,669 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-25 |
4 |
AS |
$246.46 |
$2,891,568 |
D/D |
(11,654) |
18,467,015 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-28 |
4 |
AS |
$249.08 |
$2,163,929 |
D/D |
(8,620) |
18,458,395 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-29 |
4 |
AS |
$250.40 |
$2,407,715 |
D/D |
(9,415) |
18,448,980 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-06-30 |
4 |
AS |
$255.96 |
$2,844,194 |
D/D |
(11,064) |
18,437,916 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-07-01 |
4 |
AS |
$256.42 |
$83,203 |
D/D |
(324) |
18,437,592 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-07-02 |
4 |
AS |
$253.81 |
$3,025,471 |
D/D |
(11,823) |
18,425,769 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-07-06 |
4 |
AS |
$256.96 |
$2,353,914 |
D/D |
(9,155) |
18,416,614 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-07-07 |
4 |
AS |
$256.51 |
$2,327,863 |
D/D |
(9,014) |
18,407,600 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-07-09 |
4 |
AS |
$252.08 |
$1,974,814 |
D/D |
(7,829) |
18,399,771 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-07-12 |
4 |
AS |
$252.48 |
$1,832,617 |
D/D |
(7,249) |
18,392,522 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-07-13 |
4 |
AS |
$252.56 |
$389,193 |
D/D |
(1,541) |
18,390,981 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-07-14 |
4 |
AS |
$249.93 |
$63,233 |
D/D |
(253) |
18,390,728 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-07-15 |
4 |
AS |
$248.03 |
$115,333 |
D/D |
(465) |
18,390,263 |
0 |
% |
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1684 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 |
|
OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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