| |
| |
|
| 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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|
|
|
|
|
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 |
• • • |
2021-10-18 |
4 |
AS |
$274.47 |
$1,023,019 |
D/D |
(3,719) |
13,456,880 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-01 |
4 |
AS |
$315.82 |
$888,127 |
D/D |
(2,812) |
13,454,068 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-02 |
4 |
AS |
$315.13 |
$1,015,642 |
D/D |
(3,212) |
13,450,856 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-03 |
4 |
AS |
$310.98 |
$1,788,534 |
D/D |
(5,751) |
13,445,105 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-04 |
4 |
AS |
$310.15 |
$2,790,429 |
D/D |
(8,894) |
13,436,211 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-05 |
4 |
AS |
$313.61 |
$695,864 |
D/D |
(2,213) |
13,433,998 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-08 |
4 |
AS |
$312.13 |
$1,495,918 |
D/D |
(4,792) |
13,429,206 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-09 |
4 |
AS |
$311.49 |
$2,101,356 |
D/D |
(6,739) |
13,422,467 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-10 |
4 |
AS |
$311.59 |
$2,971,184 |
D/D |
(9,509) |
13,412,958 |
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 |
• • • |
2021-11-12 |
4 |
AS |
$314.10 |
$2,829,109 |
D/D |
(8,915) |
13,393,313 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-15 |
4 |
AS |
$315.92 |
$781,168 |
D/D |
(2,462) |
13,390,851 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-16 |
4 |
AS |
$315.39 |
$3,069,815 |
D/D |
(9,600) |
13,381,251 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-17 |
4 |
AS |
$320.74 |
$1,687,511 |
D/D |
(5,258) |
13,375,993 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-18 |
4 |
AS |
$319.45 |
$2,886,062 |
D/D |
(8,952) |
13,367,041 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-23 |
4 |
AS |
$316.45 |
$2,028,809 |
D/D |
(6,400) |
13,351,087 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-24 |
4 |
AS |
$317.52 |
$2,366,567 |
D/D |
(7,437) |
13,343,650 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-01 |
4 |
AS |
$310.81 |
$4,591,681 |
D/D |
(14,604) |
13,318,221 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-02 |
4 |
AS |
$310.41 |
$3,747,018 |
D/D |
(11,767) |
13,306,454 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-03 |
4 |
AS |
$320.15 |
$207,822 |
D/D |
(648) |
13,305,806 |
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 |
Executive Chairman |
• • • |
2021-12-07 |
4 |
AS |
$316.61 |
$3,247,943 |
D/D |
(10,112) |
13,284,796 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
33,680 |
13,243,063 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-08 |
4 |
AS |
$319.84 |
$2,600,850 |
D/D |
(8,053) |
13,276,743 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-09 |
4 |
AS |
$324.54 |
$758,218 |
D/D |
(2,336) |
13,240,727 |
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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|
