| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,674,922 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,176,856,787 |
|
|
|
Indirect Value
|
$1,459,032,509 |
|
|
| Total
Shares |
15,577,585 |
|
|
| Total
Value |
$4,635,889,296 |
|
|
|
|
|
|
|
|
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... |
2024-05-22 |
10,674,922 |
2024-05-22 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
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|
|
|
|
|
|
|
|
|
Records found :
1684 |
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 |
• • • |
2022-01-19 |
4 |
AS |
$294.53 |
$2,011,928 |
D/D |
(6,810) |
13,027,922 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-20 |
4 |
AS |
$289.30 |
$1,009,436 |
D/D |
(3,457) |
13,024,465 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-21 |
4 |
AS |
$284.35 |
$42,476 |
D/D |
(149) |
13,024,316 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-24 |
4 |
AS |
$278.16 |
$313,847 |
D/D |
(1,116) |
13,023,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-01 |
4 |
AS |
$286.82 |
$3,632,208 |
D/D |
(12,629) |
13,010,571 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-02 |
4 |
AS |
$288.38 |
$4,533,541 |
D/D |
(15,413) |
12,995,158 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-03 |
4 |
AS |
$294.24 |
$279,530 |
D/D |
(950) |
12,994,208 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-04 |
4 |
AS |
$290.52 |
$3,677,122 |
D/D |
(12,504) |
12,981,704 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-07 |
4 |
AS |
$294.29 |
$3,596,228 |
D/D |
(12,171) |
12,969,533 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-08 |
4 |
AS |
$292.16 |
$97,326 |
D/D |
(333) |
12,969,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-09 |
4 |
AS |
$289.87 |
$3,213,394 |
D/D |
(10,882) |
12,958,318 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-10 |
4 |
AS |
$295.48 |
$3,703,428 |
D/D |
(12,508) |
12,945,810 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-11 |
4 |
AS |
$294.17 |
$1,516,314 |
D/D |
(5,149) |
12,940,661 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-14 |
4 |
AS |
$284.76 |
$199,354 |
D/D |
(700) |
12,939,961 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-15 |
4 |
AS |
$280.23 |
$3,886,385 |
D/D |
(13,772) |
12,926,189 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-16 |
4 |
AS |
$281.05 |
$1,244,508 |
D/D |
(4,428) |
12,921,761 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-18 |
4 |
AS |
$273.26 |
$2,688,905 |
D/D |
(9,819) |
12,911,942 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-22 |
4 |
AS |
$273.10 |
$1,241,403 |
D/D |
(4,545) |
12,907,397 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-23 |
4 |
AS |
$269.60 |
$1,148,872 |
D/D |
(4,247) |
12,903,150 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-24 |
4 |
AS |
$263.92 |
$3,580,703 |
D/D |
(13,499) |
12,889,651 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-25 |
4 |
AS |
$266.61 |
$5,253,016 |
D/D |
(19,022) |
12,870,629 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-28 |
4 |
AS |
$280.87 |
$3,435,054 |
D/D |
(12,222) |
12,858,407 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-01 |
4 |
AS |
$279.83 |
$167,896 |
D/D |
(600) |
12,857,807 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-02 |
4 |
AS |
$269.25 |
$5,701,301 |
D/D |
(21,053) |
12,836,754 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-03 |
4 |
AS |
$270.58 |
$3,235,637 |
D/D |
(11,922) |
12,824,832 |
0 |
% |
|
1684 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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|
