| |
| |
|
| 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 57 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 |
• • • |
2022-08-08 |
4 |
AS |
$248.00 |
$2,006,841 |
D/D |
(8,015) |
12,389,342 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-27 |
4 |
AS |
$253.85 |
$2,008,660 |
D/D |
(7,705) |
12,482,782 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-19 |
4 |
AS |
$294.53 |
$2,011,928 |
D/D |
(6,810) |
13,027,922 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-04 |
4 |
AS |
$231.59 |
$2,013,491 |
D/D |
(8,649) |
18,596,829 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-04 |
4 |
AS |
$162.41 |
$2,021,199 |
D/D |
(12,445) |
21,293,941 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-15 |
4 |
AS |
$273.43 |
$2,025,892 |
D/D |
(7,400) |
13,460,599 |
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 |
• • • |
2019-08-21 |
4 |
AS |
$156.07 |
$2,029,622 |
D/D |
(12,965) |
21,596,380 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-23 |
4 |
AS |
$261.97 |
$2,029,698 |
D/D |
(7,733) |
18,227,169 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-14 |
4 |
AS |
$269.04 |
$2,036,626 |
D/D |
(7,509) |
13,467,999 |
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 |
• • • |
2020-09-22 |
4 |
AS |
$154.24 |
$2,045,262 |
D/D |
(13,226) |
19,826,453 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-30 |
4 |
AS |
$159.25 |
$2,045,287 |
D/D |
(12,756) |
19,751,026 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-26 |
4 |
AS |
$246.46 |
$2,056,721 |
D/D |
(8,164) |
12,490,487 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-07 |
4 |
AS |
$273.87 |
$2,070,939 |
D/D |
(7,470) |
10,927,151 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-06 |
4 |
AS |
$210.65 |
$2,071,273 |
D/D |
(9,748) |
11,523,013 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-24 |
4 |
AS |
$219.67 |
$2,073,475 |
D/D |
(9,415) |
11,184,499 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-11-20 |
4 |
AS |
$157.30 |
$2,084,281 |
D/D |
(13,177) |
21,179,212 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-29 |
4 |
AS |
$208.69 |
$2,087,448 |
D/D |
(9,600) |
11,671,084 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-10-05 |
4 |
AS |
$163.61 |
$2,091,804 |
D/D |
(12,783) |
19,703,082 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-25 |
4 |
AS |
$262.18 |
$2,091,972 |
D/D |
(7,900) |
13,712,575 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-15 |
4 |
AS |
$268.99 |
$2,092,080 |
D/D |
(7,776) |
11,415,288 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-02 |
4 |
AS |
$206.51 |
$2,093,821 |
D/D |
(10,127) |
11,545,654 |
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 |
• • • |
2021-11-09 |
4 |
AS |
$311.49 |
$2,101,356 |
D/D |
(6,739) |
13,422,467 |
0 |
% |
|
1686 Records found
|
|
Page 57 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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|
