| |
| |
|
| 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 54 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 |
• • • |
2021-05-27 |
4 |
AS |
$231.89 |
$2,879,649 |
D/D |
(12,347) |
18,628,506 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-22 |
4 |
AS |
$232.06 |
$1,976,246 |
D/D |
(8,491) |
11,604,954 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-09-01 |
4 |
AS |
$232.25 |
$2,680,135 |
D/D |
(11,394) |
11,517,505 |
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 |
• • • |
2023-02-23 |
4 |
AS |
$232.39 |
$2,168,171 |
D/D |
(9,273) |
11,595,681 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-14 |
4 |
AS |
$232.58 |
$745,526 |
D/D |
(3,195) |
12,265,733 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-12 |
4 |
AS |
$232.60 |
$186,082 |
D/D |
(800) |
11,741,495 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-13 |
4 |
AS |
$232.96 |
$2,471,660 |
D/D |
(10,505) |
11,730,990 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-14 |
4 |
AS |
$232.96 |
$293,553 |
D/D |
(1,260) |
11,729,730 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-12 |
4 |
AS |
$233.19 |
$1,716,749 |
D/D |
(7,345) |
12,568,348 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-07 |
4 |
AS |
$233.27 |
$928,218 |
D/D |
(3,976) |
18,592,853 |
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 |
• • • |
2022-05-10 |
4 |
AS |
$233.60 |
$2,934,455 |
D/D |
(12,385) |
12,579,299 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-20 |
4 |
AS |
$233.66 |
$4,098,871 |
D/D |
(17,286) |
18,671,752 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-03 |
4 |
AS |
$233.88 |
$22,920 |
D/D |
(98) |
18,605,478 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-19 |
4 |
AS |
$234.09 |
$658,329 |
D/D |
(2,798) |
18,689,038 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-07 |
4 |
AS |
$234.29 |
$1,787,694 |
D/D |
(7,510) |
11,804,448 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-09 |
4 |
AS |
$234.84 |
$118,125 |
D/D |
(503) |
12,500,908 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-30 |
4 |
AS |
$235.02 |
$1,816,776 |
D/D |
(7,525) |
12,425,331 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-25 |
4 |
AS |
$235.05 |
$2,433,355 |
D/D |
(10,293) |
12,340,603 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-01 |
4 |
AS |
$235.21 |
$49,955 |
D/D |
(212) |
18,617,572 |
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 |
• • • |
2023-02-13 |
4 |
AS |
$235.37 |
$2,098,304 |
D/D |
(8,859) |
11,630,946 |
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 |
• • • |
2022-08-24 |
4 |
AS |
$235.45 |
$1,998,582 |
D/D |
(8,485) |
12,350,896 |
0 |
% |
|
1684 Records found
|
|
Page 54 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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|
|
|
