| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,687,931 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,197,615,197 |
|
|
|
Indirect Value
|
$1,466,778,716 |
|
|
| Total
Shares |
15,590,594 |
|
|
| Total
Value |
$4,664,393,913 |
|
|
|
|
|
|
|
|
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... |
2024-05-20 |
10,687,931 |
2024-05-20 |
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 :
1682 |
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 |
• • • |
2022-11-25 |
4 |
AS |
$246.05 |
$1,330,139 |
D/D |
(5,400) |
12,433,758 |
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 |
• • • |
2021-06-25 |
4 |
AS |
$246.46 |
$2,891,568 |
D/D |
(11,654) |
18,467,015 |
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 |
• • • |
2021-06-24 |
4 |
AS |
$246.56 |
$921,283 |
D/D |
(3,728) |
18,478,669 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-16 |
4 |
AS |
$246.91 |
$2,528,330 |
D/D |
(10,203) |
18,380,060 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-23 |
4 |
AS |
$247.15 |
$906,325 |
D/D |
(3,639) |
18,356,880 |
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 |
• • • |
2023-02-02 |
4 |
AS |
$247.30 |
$2,509,660 |
D/D |
(9,805) |
11,649,458 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-23 |
4 |
AS |
$247.74 |
$1,637,781 |
D/D |
(6,611) |
18,482,397 |
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 |
• • • |
2021-07-15 |
4 |
AS |
$248.03 |
$115,333 |
D/D |
(465) |
18,390,263 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-16 |
4 |
AS |
$248.05 |
$151,072 |
D/D |
(608) |
18,858,378 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-19 |
4 |
AS |
$248.57 |
$1,635,774 |
D/D |
(6,580) |
19,006,539 |
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 |
• • • |
2021-06-28 |
4 |
AS |
$249.08 |
$2,163,929 |
D/D |
(8,620) |
18,458,395 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-02 |
4 |
AS |
$249.42 |
$1,348,322 |
D/D |
(5,400) |
12,412,078 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-14 |
4 |
AS |
$249.93 |
$63,233 |
D/D |
(253) |
18,390,728 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-29 |
4 |
AS |
$250.40 |
$2,407,715 |
D/D |
(9,415) |
18,448,980 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-18 |
4 |
AS |
$250.79 |
$3,010,795 |
D/D |
(12,001) |
19,013,119 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-17 |
4 |
AS |
$251.63 |
$64,418 |
D/D |
(256) |
19,025,120 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-16 |
4 |
AS |
$251.66 |
$4,362,311 |
D/D |
(17,261) |
19,025,376 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-21 |
4 |
AS |
$251.67 |
$2,210,977 |
D/D |
(8,745) |
18,360,534 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-06 |
4 |
AS |
$251.71 |
$25,171 |
D/D |
(100) |
12,591,684 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-22 |
4 |
AS |
$252.07 |
$3,781 |
D/D |
(15) |
18,360,519 |
0 |
% |
|
1682 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 |
| |
|
|
|
|
|
