| |
| |
|
| 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 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 |
• • • |
2023-03-02 |
4 |
AS |
$206.51 |
$2,093,821 |
D/D |
(10,127) |
11,545,654 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-27 |
4 |
AS |
$206.62 |
$2,693,708 |
D/D |
(12,982) |
11,582,699 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-01 |
4 |
AS |
$206.85 |
$3,002,583 |
D/D |
(14,500) |
11,555,781 |
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 |
• • • |
2023-03-03 |
4 |
AS |
$206.98 |
$2,696,373 |
D/D |
(12,893) |
11,532,761 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-07 |
4 |
AS |
$207.12 |
$728,847 |
D/D |
(3,517) |
11,422,784 |
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 |
• • • |
2023-02-28 |
4 |
AS |
$207.24 |
$2,577,652 |
D/D |
(12,418) |
11,570,281 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-15 |
4 |
AS |
$207.77 |
$2,414,491 |
D/D |
(11,590) |
19,312,117 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-29 |
4 |
AS |
$208.69 |
$2,087,448 |
D/D |
(9,600) |
11,671,084 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-16 |
4 |
AS |
$209.27 |
$2,223,959 |
D/D |
(10,507) |
19,301,610 |
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 |
• • • |
2020-11-09 |
4 |
AS |
$209.43 |
$3,625,061 |
D/D |
(17,030) |
19,618,856 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-27 |
4 |
AS |
$210.54 |
$1,213,272 |
D/D |
(5,750) |
12,236,388 |
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 |
• • • |
2022-09-28 |
4 |
AS |
$210.72 |
$1,892,735 |
D/D |
(8,820) |
12,227,568 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-11 |
4 |
AS |
$211.76 |
$3,305,523 |
D/D |
(15,491) |
19,587,712 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-28 |
4 |
AS |
$211.86 |
$1,087,593 |
D/D |
(5,120) |
11,680,684 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-10 |
4 |
AS |
$212.71 |
$3,337,560 |
D/D |
(15,653) |
19,603,203 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-27 |
4 |
AS |
$212.86 |
$927,817 |
D/D |
(4,357) |
11,685,804 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-30 |
4 |
AS |
$212.87 |
$630,731 |
D/D |
(2,940) |
12,223,251 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-20 |
4 |
AS |
$213.31 |
$598,008 |
D/D |
(2,800) |
11,712,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-12 |
4 |
AS |
$213.32 |
$48,850 |
D/D |
(229) |
19,587,483 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-23 |
4 |
AS |
$214.21 |
$301,337 |
D/D |
(1,406) |
11,690,161 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-22 |
4 |
AS |
$214.23 |
$1,897,027 |
D/D |
(8,809) |
11,202,749 |
0 |
% |
|
1684 Records found
|
|
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 |
| |
|
|
|
|
|
