| |
| |
|
| 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 6 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 |
• • • |
2018-10-02 |
4 |
AS |
$124.91 |
$42,470 |
D/D |
(340) |
23,024,850 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-21 |
4 |
AS |
$284.35 |
$42,476 |
D/D |
(149) |
13,024,316 |
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 |
Chairman & CEO |
• • – |
2009-04-01 |
4 |
AS |
$33.90 |
$44,072 |
D/D |
(1,300) |
26,684,371 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-28 |
4 |
AS |
$44.29 |
$44,186 |
D/D |
(996) |
29,500,213 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-11-07 |
4 |
AS |
$74.87 |
$44,938 |
D/D |
(600) |
28,147,908 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-26 |
4 |
AS |
$192.92 |
$46,300 |
D/D |
(240) |
11,375,481 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-05-09 |
4 |
AS |
$135.10 |
$46,610 |
D/D |
(345) |
22,118,426 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-10 |
4 |
AS |
$114.61 |
$48,481 |
D/D |
(423) |
22,744,574 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-12 |
4 |
AS |
$213.32 |
$48,850 |
D/D |
(229) |
19,587,483 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-18 |
4 |
AS |
$219.39 |
$49,143 |
D/D |
(224) |
11,216,521 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-09-02 |
4 |
AS |
$43.28 |
$49,290 |
D/D |
(1,139) |
26,247,641 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-17 |
4 |
AS |
$49.38 |
$49,876 |
D/D |
(1,010) |
26,000,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-01 |
4 |
AS |
$235.21 |
$49,955 |
D/D |
(212) |
18,617,572 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-07-05 |
4 |
AS |
$195.61 |
$50,859 |
D/D |
(260) |
11,322,677 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-11-19 |
4 |
AS |
$120.51 |
$51,216 |
D/D |
(425) |
22,903,342 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-17 |
4 |
AS |
$44.20 |
$53,040 |
D/D |
(1,200) |
26,282,502 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-08-04 |
4 |
AS |
$165.27 |
$53,877 |
D/D |
(326) |
20,098,699 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-13 |
4 |
AS |
$68.32 |
$54,687 |
D/D |
(800) |
27,915,645 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-11 |
4 |
AS |
$61.67 |
$55,662 |
D/D |
(900) |
27,847,552 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-10-08 |
4 |
AS |
$145.20 |
$56,292 |
D/D |
(387) |
21,325,480 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-18 |
4 |
AS |
$203.87 |
$56,471 |
D/D |
(277) |
19,571,931 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-29 |
4 |
AS |
$70.32 |
$56,725 |
D/D |
(800) |
27,615,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-17 |
4 |
AS |
$40.77 |
$57,081 |
D/D |
(1,400) |
26,436,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-10-28 |
4 |
AS |
$51.81 |
$57,141 |
D/D |
(1,103) |
26,072,103 |
0 |
- |
|
1684 Records found
|
|
Page 6 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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|
