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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 |
10,668,725 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,114,627,577 |
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Indirect Value
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$1,431,283,436 |
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Total
Shares |
15,571,388 |
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Total
Value |
$4,545,911,013 |
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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... |
2024-05-24 |
10,668,725 |
2024-05-24 |
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 :
1686 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 59 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 |
|
2022-05-23 |
4 |
AS |
$243.63 |
$2,620,562 |
D/D |
(10,627) |
12,509,028 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-25 |
4 |
AS |
$240.60 |
$2,548,815 |
D/D |
(10,377) |
12,498,651 |
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 |
|
2022-05-27 |
4 |
AS |
$253.85 |
$2,008,660 |
D/D |
(7,705) |
12,482,782 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-31 |
4 |
AS |
$261.84 |
$31,421 |
D/D |
(120) |
12,482,662 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-06-01 |
4 |
AS |
$256.20 |
$536,526 |
D/D |
(2,072) |
12,480,590 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-06-02 |
4 |
AS |
$245.15 |
$2,486,957 |
D/D |
(9,882) |
12,470,708 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-06-06 |
4 |
AS |
$244.97 |
$1,128,998 |
D/D |
(4,582) |
12,466,126 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-06-07 |
4 |
AS |
$242.10 |
$2,245,587 |
D/D |
(9,174) |
12,456,952 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-06-08 |
4 |
AS |
$245.83 |
$30,975 |
D/D |
(126) |
12,456,826 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-06-09 |
4 |
AS |
$241.65 |
$1,109,668 |
D/D |
(4,581) |
12,452,245 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-06-14 |
4 |
AS |
$223.49 |
$3,285,728 |
D/D |
(14,500) |
12,437,745 |
0 |
% |
|
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 |
% |
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1686 Records found
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Page 59 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 |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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