| |
| |
|
| 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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|
|
|
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|
|
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|
|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 51 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 |
• • • |
2020-11-25 |
4 |
AS |
$197.78 |
$1,530,076 |
D/D |
(7,736) |
19,526,814 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-22 |
4 |
AS |
$155.28 |
$1,534,739 |
D/D |
(9,884) |
21,166,236 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-02 |
4 |
AS |
$204.45 |
$1,536,726 |
D/D |
(7,432) |
11,434,439 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-08-30 |
4 |
AS |
$160.62 |
$1,536,886 |
D/D |
(9,547) |
21,531,890 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-29 |
4 |
AS |
$158.55 |
$1,538,293 |
D/D |
(9,636) |
19,763,782 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-12 |
4 |
AS |
$155.51 |
$1,543,462 |
D/D |
(9,920) |
21,244,373 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-08-23 |
4 |
AS |
$136.36 |
$1,543,638 |
D/D |
(11,232) |
23,230,346 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-06-17 |
4 |
AS |
$144.85 |
$1,543,874 |
D/D |
(10,647) |
21,896,698 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-09 |
4 |
AS |
$155.79 |
$1,544,432 |
D/D |
(9,684) |
19,901,240 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-22 |
4 |
AS |
$240.18 |
$1,549,598 |
D/D |
(6,417) |
12,445,858 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-11 |
4 |
AS |
$153.66 |
$1,552,935 |
D/D |
(9,988) |
21,254,293 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-19 |
4 |
AS |
$150.25 |
$1,558,515 |
D/D |
(10,322) |
20,166,546 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-01-06 |
4 |
AS |
$151.27 |
$1,562,857 |
D/D |
(10,221) |
20,922,725 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-01-09 |
4 |
AS |
$108.85 |
$1,564,741 |
D/D |
(14,360) |
22,540,924 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-05-23 |
4 |
AS |
$115.88 |
$1,567,411 |
D/D |
(13,505) |
23,620,149 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-12 |
4 |
AS |
$269.58 |
$1,567,666 |
D/D |
(4,526) |
13,483,800 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-06-07 |
4 |
AS |
$125.01 |
$1,569,503 |
D/D |
(12,402) |
23,505,398 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-20 |
4 |
AS |
$299.17 |
$1,570,202 |
D/D |
(5,234) |
10,687,931 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-27 |
4 |
AS |
$141.79 |
$1,574,236 |
D/D |
(11,003) |
20,316,913 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-06-07 |
4 |
AS |
$145.70 |
$1,578,440 |
D/D |
(10,668) |
21,926,182 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-14 |
4 |
AS |
$114.40 |
$1,579,016 |
D/D |
(13,726) |
22,698,736 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-26 |
4 |
AS |
$156.71 |
$1,579,165 |
D/D |
(10,042) |
21,148,097 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-05 |
4 |
AS |
$149.62 |
$1,580,327 |
D/D |
(10,529) |
20,252,836 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-08 |
4 |
AS |
$142.14 |
$1,587,788 |
D/D |
(11,024) |
20,459,527 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-10 |
4 |
AS |
$131.10 |
$1,594,754 |
D/D |
(11,968) |
20,731,195 |
0 |
% |
|
1684 Records found
|
|
Page 51 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 |
| |
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|
