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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 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 |
|
2022-05-03 |
4 |
AS |
$252.11 |
$3,339,431 |
D/D |
(13,100) |
12,600,791 |
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 |
|
2022-05-10 |
4 |
AS |
$233.60 |
$2,934,455 |
D/D |
(12,385) |
12,579,299 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-11 |
4 |
AS |
$238.00 |
$863,236 |
D/D |
(3,606) |
12,575,693 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-12 |
4 |
AS |
$233.19 |
$1,716,749 |
D/D |
(7,345) |
12,568,348 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-13 |
4 |
AS |
$236.14 |
$3,481,919 |
D/D |
(14,500) |
12,553,848 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-16 |
4 |
AS |
$242.19 |
$193,755 |
D/D |
(800) |
12,553,048 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-17 |
4 |
AS |
$240.35 |
$2,765,612 |
D/D |
(11,418) |
12,541,630 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-19 |
4 |
AS |
$230.31 |
$2,797,821 |
D/D |
(11,846) |
12,529,784 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-05-20 |
4 |
AS |
$237.83 |
$2,439,800 |
D/D |
(10,129) |
12,519,655 |
0 |
% |
|
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 |
% |
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1684 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 |
|
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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