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 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 Chairman & CEO   •       •       •   2007-10-17 4 AS $70.99 $821,946 D/D (11,517) 28,259,953 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-15 4 AS $237.75 $2,751,988 D/D (11,520) 18,532,088 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-28 4 AS $37.02 $427,162 D/D (11,529) 29,621,946 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-22 4 AS $220.02 $2,553,611 D/D (11,581) 19,264,826 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-16 4 AS $183.08 $2,158,104 D/D (11,584) 11,482,827 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-15 4 AS $207.77 $2,414,491 D/D (11,590) 19,312,117 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-26 4 AS $224.26 $2,619,352 D/D (11,620) 18,805,965 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-31 4 AS $47.08 $551,713 D/D (11,626) 29,137,352 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-13 4 AS $113.27 $1,327,784 D/D (11,627) 22,712,462 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-20 4 AS $151.78 $1,776,688 D/D (11,640) 20,986,023 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-01 4 AS $267.06 $3,182,422 D/D (11,641) 13,673,914 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-25 4 AS $246.46 $2,891,568 D/D (11,654) 18,467,015 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-18 4 AS $218.62 $2,572,692 D/D (11,662) 19,276,700 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-07-10 4 AS $197.12 $2,315,389 D/D (11,684) 11,293,225 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-20 4 AS $270.94 $3,179,874 D/D (11,693) 11,380,617 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-17 4 AS $268.92 $3,196,829 D/D (11,706) 12,731,293 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-23 4 AS $230.24 $2,717,206 D/D (11,708) 18,817,972 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-11-12 4 AS $69.45 $814,234 D/D (11,717) 28,131,128 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2024-03-05 4 AS $302.83 $3,559,458 D/D (11,717) 10,800,013 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-13 4 AS $59.72 $700,247 D/D (11,723) 28,696,793 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-10 4 AS $60.69 $712,148 D/D (11,728) 28,529,659 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-10 4 AS $242.52 $2,858,466 D/D (11,735) 18,891,267 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-22 4 AS $274.09 $3,242,941 D/D (11,742) 10,871,821 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   •       •       •   2021-12-02 4 AS $310.41 $3,747,018 D/D (11,767) 13,306,454 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 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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us