| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,641,912 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,113,504,194 |
|
|
|
Indirect Value
|
$1,434,372,114 |
|
|
| Total
Shares |
15,544,575 |
|
|
| Total
Value |
$4,547,876,308 |
|
|
|
|
|
|
|
|
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... |
2024-06-05 |
10,641,912 |
2024-06-05 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1693 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 56 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 |
• • • |
2021-06-17 |
4 |
AS |
$238.48 |
$2,300,497 |
D/D |
(9,487) |
18,513,045 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-21 |
4 |
AS |
$238.72 |
$2,491,700 |
D/D |
(10,394) |
12,452,275 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-16 |
4 |
AS |
$238.80 |
$520,732 |
D/D |
(2,180) |
11,618,792 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-23 |
4 |
AS |
$239.04 |
$43,027 |
D/D |
(180) |
12,359,381 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-02 |
4 |
AS |
$239.27 |
$3,143,506 |
D/D |
(12,921) |
19,125,583 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-18 |
4 |
AS |
$239.46 |
$608,706 |
D/D |
(2,531) |
12,462,669 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-06 |
4 |
AS |
$239.94 |
$28,793 |
D/D |
(120) |
11,811,958 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-03 |
4 |
AS |
$240.13 |
$3,558,802 |
D/D |
(14,500) |
12,408,580 |
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 |
• • • |
2022-05-17 |
4 |
AS |
$240.35 |
$2,765,612 |
D/D |
(11,418) |
12,541,630 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-29 |
4 |
AS |
$240.41 |
$187,762 |
D/D |
(781) |
12,432,856 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-04 |
4 |
AS |
$240.45 |
$2,398,868 |
D/D |
(9,914) |
19,115,527 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-15 |
4 |
AS |
$240.56 |
$2,250,446 |
D/D |
(9,219) |
12,470,300 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-25 |
4 |
AS |
$240.60 |
$2,548,815 |
D/D |
(10,377) |
12,498,651 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-17 |
4 |
AS |
$240.93 |
$2,532,994 |
D/D |
(10,498) |
18,847,880 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-18 |
4 |
AS |
$240.93 |
$466,201 |
D/D |
(1,935) |
18,845,945 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-05 |
4 |
AS |
$240.94 |
$21,926 |
D/D |
(91) |
19,115,436 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-11 |
4 |
AS |
$241.36 |
$2,891,839 |
D/D |
(11,849) |
19,057,190 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-09 |
4 |
AS |
$241.36 |
$1,961,300 |
D/D |
(8,009) |
12,277,675 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-06-09 |
4 |
AS |
$241.65 |
$1,109,668 |
D/D |
(4,581) |
12,452,245 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-23 |
4 |
AS |
$241.65 |
$1,647,487 |
D/D |
(6,700) |
12,439,158 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-21 |
4 |
AS |
$241.68 |
$2,409,258 |
D/D |
(9,789) |
18,497,687 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-09 |
4 |
AS |
$241.99 |
$1,009,398 |
D/D |
(4,140) |
11,639,905 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-06-07 |
4 |
AS |
$242.10 |
$2,245,587 |
D/D |
(9,174) |
12,456,952 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-18 |
4 |
AS |
$242.16 |
$66,595 |
D/D |
(275) |
18,691,836 |
0 |
% |
|
1693 Records found
|
|
Page 56 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 |
| |
|
|
|
|
|
