| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,725 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,114,627,577 |
|
|
|
Indirect Value
|
$1,431,283,436 |
|
|
| Total
Shares |
15,571,388 |
|
|
| Total
Value |
$4,545,911,013 |
|
|
|
|
|
|
|
|
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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
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 :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 55 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 |
• • • |
2020-11-19 |
4 |
AS |
$198.30 |
$1,831,086 |
D/D |
(9,176) |
19,562,755 |
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 |
• • • |
2020-12-24 |
4 |
AS |
$222.07 |
$1,835,993 |
D/D |
(8,266) |
19,245,903 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-23 |
4 |
AS |
$106.64 |
$1,838,395 |
D/D |
(17,033) |
20,648,794 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-29 |
4 |
AS |
$225.95 |
$1,841,712 |
D/D |
(8,149) |
18,797,816 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-13 |
4 |
AS |
$156.09 |
$1,844,028 |
D/D |
(11,767) |
21,232,606 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-11 |
4 |
AS |
$244.57 |
$1,847,361 |
D/D |
(7,531) |
12,480,580 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-31 |
4 |
AS |
$226.75 |
$1,848,834 |
D/D |
(8,133) |
18,780,959 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-26 |
4 |
AS |
$298.12 |
$1,851,973 |
D/D |
(6,198) |
10,852,973 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-20 |
4 |
AS |
$141.71 |
$1,852,298 |
D/D |
(13,055) |
20,371,351 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-25 |
4 |
AS |
$114.33 |
$1,859,430 |
D/D |
(15,452) |
20,618,927 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-02 |
4 |
AS |
$164.17 |
$1,867,062 |
D/D |
(11,373) |
19,916,384 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-13 |
4 |
AS |
$260.30 |
$1,878,195 |
D/D |
(7,209) |
18,270,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-31 |
4 |
AS |
$228.96 |
$1,883,541 |
D/D |
(8,211) |
12,319,418 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-04 |
4 |
AS |
$144.69 |
$1,886,663 |
D/D |
(12,981) |
20,749,056 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-06-17 |
4 |
AS |
$147.20 |
$1,888,375 |
D/D |
(12,432) |
20,186,953 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-07 |
4 |
AS |
$220.19 |
$1,890,659 |
D/D |
(8,543) |
11,269,407 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-07 |
4 |
AS |
$229.58 |
$1,890,731 |
D/D |
(8,053) |
12,292,684 |
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 |
• • • |
2020-03-02 |
4 |
AS |
$146.51 |
$1,895,363 |
D/D |
(12,871) |
20,763,637 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-22 |
4 |
AS |
$214.23 |
$1,897,027 |
D/D |
(8,809) |
11,202,749 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-15 |
4 |
AS |
$276.81 |
$1,906,400 |
D/D |
(6,863) |
10,892,854 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-04-02 |
4 |
AS |
$128.48 |
$1,908,142 |
D/D |
(14,846) |
22,197,920 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-12 |
4 |
AS |
$243.65 |
$1,912,373 |
D/D |
(7,847) |
18,873,154 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-09 |
4 |
AS |
$295.94 |
$1,918,697 |
D/D |
(6,450) |
10,719,618 |
0 |
% |
|
1686 Records found
|
|
Page 55 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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|
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|
