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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 61 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 |
|
2022-09-14 |
4 |
AS |
$232.58 |
$745,526 |
D/D |
(3,195) |
12,265,733 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-15 |
4 |
AS |
$230.78 |
$256,653 |
D/D |
(1,110) |
12,264,623 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-16 |
4 |
AS |
$226.82 |
$136,094 |
D/D |
(600) |
12,264,023 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-19 |
4 |
AS |
$223.84 |
$1,007,722 |
D/D |
(4,502) |
12,259,521 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-20 |
4 |
AS |
$222.91 |
$2,701,545 |
D/D |
(11,988) |
12,247,533 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-21 |
4 |
AS |
$224.65 |
$1,120,363 |
D/D |
(4,970) |
12,242,563 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-22 |
4 |
AS |
$219.27 |
$4,385 |
D/D |
(20) |
12,242,543 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-23 |
4 |
AS |
$216.17 |
$21,617 |
D/D |
(100) |
12,242,443 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-26 |
4 |
AS |
$215.02 |
$65,580 |
D/D |
(305) |
12,242,138 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-27 |
4 |
AS |
$210.54 |
$1,213,272 |
D/D |
(5,750) |
12,236,388 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-28 |
4 |
AS |
$210.72 |
$1,892,735 |
D/D |
(8,820) |
12,227,568 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-29 |
4 |
AS |
$214.34 |
$295,195 |
D/D |
(1,377) |
12,226,191 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-09-30 |
4 |
AS |
$212.87 |
$630,731 |
D/D |
(2,940) |
12,223,251 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-10-03 |
4 |
AS |
$214.68 |
$10,949 |
D/D |
(51) |
12,223,200 |
0 |
% |
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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 |
|
2022-11-07 |
4 |
AS |
$231.08 |
$547,209 |
D/D |
(2,365) |
12,511,300 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-11-08 |
4 |
AS |
$230.70 |
$2,313,295 |
D/D |
(9,889) |
12,501,411 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-11-09 |
4 |
AS |
$234.84 |
$118,125 |
D/D |
(503) |
12,500,908 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-11-10 |
4 |
AS |
$236.23 |
$3,092,767 |
D/D |
(12,797) |
12,488,111 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-11-11 |
4 |
AS |
$244.57 |
$1,847,361 |
D/D |
(7,531) |
12,480,580 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-11-14 |
4 |
AS |
$244.93 |
$259,871 |
D/D |
(1,061) |
12,479,519 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-11-15 |
4 |
AS |
$240.56 |
$2,250,446 |
D/D |
(9,219) |
12,470,300 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-11-16 |
4 |
AS |
$244.56 |
$1,251,706 |
D/D |
(5,100) |
12,465,200 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-11-18 |
4 |
AS |
$239.46 |
$608,706 |
D/D |
(2,531) |
12,462,669 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-11-21 |
4 |
AS |
$238.72 |
$2,491,700 |
D/D |
(10,394) |
12,452,275 |
0 |
% |
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1686 Records found
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Page 61 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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