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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,674,922 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,176,856,787 |
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Indirect Value
|
$1,459,032,509 |
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Total
Shares |
15,577,585 |
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Total
Value |
$4,635,889,296 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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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
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Download |
Page 58 of 68
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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 |
|
2022-02-28 |
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 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-07 |
4 |
AS |
$266.43 |
$154,261 |
D/D |
(579) |
12,824,253 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-08 |
4 |
AS |
$254.78 |
$3,374,983 |
D/D |
(13,124) |
12,811,129 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-09 |
4 |
AS |
$263.46 |
$3,208,452 |
D/D |
(11,937) |
12,799,192 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-10 |
4 |
AS |
$268.66 |
$40,299 |
D/D |
(150) |
12,799,042 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-11 |
4 |
AS |
$262.53 |
$2,552,590 |
D/D |
(9,683) |
12,789,359 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-14 |
4 |
AS |
$259.92 |
$3,569,573 |
D/D |
(13,618) |
12,775,741 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-15 |
4 |
AS |
$258.53 |
$3,951,121 |
D/D |
(15,054) |
12,760,687 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-16 |
4 |
AS |
$261.84 |
$4,724,408 |
D/D |
(17,688) |
12,742,999 |
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 |
|
2022-03-18 |
4 |
AS |
$274.97 |
$3,931,038 |
D/D |
(14,025) |
12,717,268 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-21 |
4 |
AS |
$281.83 |
$988,588 |
D/D |
(3,506) |
12,713,762 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-22 |
4 |
AS |
$280.42 |
$2,633,166 |
D/D |
(9,337) |
12,704,425 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-24 |
4 |
AS |
$268.32 |
$3,071,148 |
D/D |
(11,429) |
12,692,996 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-25 |
4 |
AS |
$268.04 |
$2,695,775 |
D/D |
(10,050) |
12,682,946 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-28 |
4 |
AS |
$268.42 |
$2,440,769 |
D/D |
(8,976) |
12,673,970 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-29 |
4 |
AS |
$277.04 |
$4,520,830 |
D/D |
(16,172) |
12,657,798 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-30 |
4 |
AS |
$279.12 |
$3,814,731 |
D/D |
(13,614) |
12,644,184 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-03-31 |
4 |
AS |
$278.30 |
$1,035,032 |
D/D |
(3,707) |
12,640,477 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-04-01 |
4 |
AS |
$272.31 |
$599,722 |
D/D |
(2,200) |
12,638,277 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-04-04 |
4 |
AS |
$269.74 |
$4,121,182 |
D/D |
(15,077) |
12,623,200 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-02 |
4 |
AS |
$252.51 |
$2,352,428 |
D/D |
(9,309) |
12,613,891 |
0 |
% |
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1684 Records found
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Page 58 of 68 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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