Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,725    

Indirect Shares

   4,902,663      
Direct Value   $3,114,627,577    

Indirect Value

   $1,431,283,436      
Total Shares   15,571,388      
Total Value   $4,545,911,013      


Morningstar Inc $3,114,627,577 Morningstar Inc $3,114,627,577
 


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... 2024-05-24 10,668,725 2024-05-24 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1686         Free Registration Required For Full Results.    Limit: 25

 Download
  Page 60 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   •       •       •   2023-06-27 4 AS $187.12 $2,376,678 D/D (12,650) 11,362,831 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-23 4 AS $221.97 $2,378,206 D/D (10,657) 19,254,169 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-21 4 AS $296.81 $2,382,397 D/D (7,986) 10,679,945 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-01 4 AS $282.95 $2,386,975 D/D (8,325) 10,758,587 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-04 4 AS $240.45 $2,398,868 D/D (9,914) 19,115,527 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   •       •       •   2021-08-06 4 AS $260.77 $2,407,918 D/D (9,218) 18,303,137 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-21 4 AS $241.68 $2,409,258 D/D (9,789) 18,497,687 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-11 4 AS $233.32 $2,412,357 D/D (10,240) 18,552,196 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-29 4 AS $188.56 $2,413,781 D/D (12,650) 11,342,537 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-02 4 AS $287.66 $2,414,015 D/D (8,321) 10,750,266 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-15 4 AS $207.77 $2,414,491 D/D (11,590) 19,312,117 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-05 4 AS $148.16 $2,428,837 D/D (16,325) 20,484,738 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   •       •       •   2021-08-09 4 AS $260.34 $2,434,031 D/D (9,251) 18,293,886 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-04 4 AS $228.89 $2,435,462 D/D (10,560) 12,513,665 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-03 4 AS $139.58 $2,437,933 D/D (17,267) 21,968,270 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   •       •       •   2022-03-28 4 AS $268.42 $2,440,769 D/D (8,976) 12,673,970 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-13 4 AS $144.76 $2,443,945 D/D (16,839) 20,420,999 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-19 4 AS $158.36 $2,447,706 D/D (15,219) 21,407,446 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-30 4 AS $192.68 $2,460,033 D/D (12,650) 11,329,887 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-03 4 AS $261.54 $2,462,190 D/D (9,376) 11,482,829 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-13 4 AS $114.49 $2,463,198 D/D (20,985) 20,710,010 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-22 4 AS $272.03 $2,464,810 D/D (9,036) 13,567,858 0 %
  1686  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15   16   17   18   19   20   21   22   23   24   25   26   27   28   29   30   31   32   33   34   35   36   37   38   39   40   41   42   43   44   45   46   47   48   49   50   51   52   53   54   55   56   57   58   59   60  61   62   63   64   65   66   67   68      
  Page 60 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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us