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   10,668,489    

Indirect Shares

   4,902,663      
Direct Value   $3,066,443,793    

Indirect Value

   $1,409,172,426      
Total Shares   15,571,152      
Total Value   $4,475,616,219      


Morningstar Inc $3,066,443,793 Morningstar Inc $3,066,443,793
 


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... 2024-05-28 10,668,489 2024-05-28 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1687         Free Registration Required For Full Results.    Limit: 25

 Download
  Page 52 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   •       •       •   2022-05-23 4 AS $243.63 $2,620,562 D/D (10,627) 12,509,028 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   •       •       •   2018-08-07 4 AS $132.28 $1,412,959 D/D (10,650) 23,352,804 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-23 4 AS $221.97 $2,378,206 D/D (10,657) 19,254,169 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-10 4 AS $71.28 $768,740 D/D (10,660) 28,314,327 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   •       •       •   2019-05-22 4 AS $134.67 $1,456,774 D/D (10,679) 22,040,645 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   •       •       •   2020-08-18 4 AS $156.83 $1,680,253 D/D (10,704) 20,025,243 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-28 4 AS $235.24 $2,531,654 D/D (10,722) 18,617,784 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-01 4 AS $115.56 $1,239,943 D/D (10,725) 20,560,842 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-11 4 AS $312.84 $3,373,290 D/D (10,730) 13,402,228 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-27 4 AS $117.83 $1,282,074 D/D (10,734) 20,593,111 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-06 4 AS $154.59 $1,661,379 D/D (10,747) 21,092,456 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-04 4 AS $160.05 $1,729,339 D/D (10,762) 20,883,168 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-19 4 AS $257.77 $2,792,984 D/D (10,764) 18,243,736 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-12 4 AS $113.16 $1,225,756 D/D (10,778) 22,724,089 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-31 4 AS $109.45 $1,180,639 D/D (10,781) 22,602,530 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-20 4 AS $245.86 $2,703,685 D/D (10,781) 18,369,279 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-28 4 AS $115.09 $1,281,900 D/D (10,875) 22,791,323 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-09 4 AS $289.87 $3,213,394 D/D (10,882) 12,958,318 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-06 4 AS $313.50 $3,427,873 D/D (10,898) 13,294,908 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-13 4 AS $59.72 $653,337 D/D (10,910) 28,708,516 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-09 4 AS $134.45 $1,469,510 D/D (10,920) 23,329,050 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-11 4 AS $47.15 $516,215 D/D (10,928) 29,092,645 0 -
  1687  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 52 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