| |
| |
|
| 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 58 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 |
• • • |
2022-06-15 |
4 |
AS |
$229.99 |
$3,387,906 |
D/D |
(14,500) |
12,423,245 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-06-17 |
4 |
AS |
$224.45 |
$10,263 |
D/D |
(45) |
12,423,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-01 |
4 |
AS |
$254.35 |
$30,522 |
D/D |
(120) |
12,423,080 |
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 |
• • • |
2022-08-04 |
4 |
AS |
$246.19 |
$1,966,378 |
D/D |
(7,900) |
12,400,680 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-05 |
4 |
AS |
$248.90 |
$827,280 |
D/D |
(3,323) |
12,397,357 |
0 |
% |
|
| 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 |
• • • |
2022-08-10 |
4 |
AS |
$247.19 |
$2,688,296 |
D/D |
(10,529) |
12,378,813 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-11 |
4 |
AS |
$257.14 |
$256,481 |
D/D |
(995) |
12,377,818 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-12 |
4 |
AS |
$252.66 |
$1,479,519 |
D/D |
(5,777) |
12,372,041 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-15 |
4 |
AS |
$257.37 |
$1,996,839 |
D/D |
(7,715) |
12,364,326 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-16 |
4 |
AS |
$259.02 |
$67,603 |
D/D |
(261) |
12,364,065 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-17 |
4 |
AS |
$256.86 |
$548,682 |
D/D |
(2,136) |
12,361,929 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-18 |
4 |
AS |
$255.29 |
$604,732 |
D/D |
(2,368) |
12,359,561 |
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 |
• • • |
2022-08-24 |
4 |
AS |
$235.45 |
$1,998,582 |
D/D |
(8,485) |
12,350,896 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-25 |
4 |
AS |
$235.05 |
$2,433,355 |
D/D |
(10,293) |
12,340,603 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-26 |
4 |
AS |
$237.64 |
$272,760 |
D/D |
(1,140) |
12,339,463 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-29 |
4 |
AS |
$231.20 |
$1,657,303 |
D/D |
(7,154) |
12,332,309 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-30 |
4 |
AS |
$229.90 |
$1,076,167 |
D/D |
(4,680) |
12,327,629 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-31 |
4 |
AS |
$228.96 |
$1,883,541 |
D/D |
(8,211) |
12,319,418 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-01 |
4 |
AS |
$227.45 |
$1,661,562 |
D/D |
(7,280) |
12,312,138 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-02 |
4 |
AS |
$229.85 |
$510,534 |
D/D |
(2,213) |
12,309,925 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-06 |
4 |
AS |
$225.69 |
$2,102,022 |
D/D |
(9,188) |
12,300,737 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-07 |
4 |
AS |
$229.58 |
$1,890,731 |
D/D |
(8,053) |
12,292,684 |
0 |
% |
|
1684 Records found
|
|
Page 58 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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|
|
|
