| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
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|
|
|
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|
|
|
|
|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 61 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 |
• • • |
2022-12-13 |
4 |
AS |
$232.96 |
$2,471,660 |
D/D |
(10,505) |
11,730,990 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-06 |
4 |
AS |
$206.19 |
$2,479,345 |
D/D |
(11,953) |
19,635,886 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-30 |
4 |
AS |
$199.93 |
$2,479,939 |
D/D |
(12,398) |
19,504,490 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-23 |
4 |
AS |
$273.10 |
$2,481,218 |
D/D |
(8,977) |
13,558,881 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-14 |
4 |
AS |
$273.60 |
$2,481,502 |
D/D |
(8,993) |
10,899,717 |
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 |
• • • |
2021-09-16 |
4 |
AS |
$274.79 |
$2,489,504 |
D/D |
(9,005) |
13,586,432 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-21 |
4 |
AS |
$238.72 |
$2,491,700 |
D/D |
(10,394) |
12,452,275 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-11 |
4 |
AS |
$243.60 |
$2,503,289 |
D/D |
(10,266) |
18,881,001 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-02 |
4 |
AS |
$247.30 |
$2,509,660 |
D/D |
(9,805) |
11,649,458 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-10 |
4 |
AS |
$260.45 |
$2,512,919 |
D/D |
(9,525) |
11,444,297 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-17 |
4 |
AS |
$108.04 |
$2,521,274 |
D/D |
(21,606) |
20,688,404 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-16 |
4 |
AS |
$246.91 |
$2,528,330 |
D/D |
(10,203) |
18,380,060 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-28 |
4 |
AS |
$235.24 |
$2,531,654 |
D/D |
(10,722) |
18,617,784 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-17 |
4 |
AS |
$240.93 |
$2,532,994 |
D/D |
(10,498) |
18,847,880 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-13 |
4 |
AS |
$242.45 |
$2,547,652 |
D/D |
(10,376) |
18,697,840 |
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 |
• • • |
2022-03-11 |
4 |
AS |
$262.53 |
$2,552,590 |
D/D |
(9,683) |
12,789,359 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-22 |
4 |
AS |
$220.02 |
$2,553,611 |
D/D |
(11,581) |
19,264,826 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-09 |
4 |
AS |
$230.94 |
$2,553,866 |
D/D |
(11,031) |
18,572,360 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-01 |
4 |
AS |
$258.66 |
$2,572,370 |
D/D |
(9,880) |
13,532,820 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-18 |
4 |
AS |
$218.62 |
$2,572,692 |
D/D |
(11,662) |
19,276,700 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-28 |
4 |
AS |
$207.24 |
$2,577,652 |
D/D |
(12,418) |
11,570,281 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-24 |
4 |
AS |
$198.74 |
$2,578,865 |
D/D |
(12,971) |
19,534,550 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-05-30 |
4 |
AS |
$200.80 |
$2,580,536 |
D/D |
(12,650) |
11,455,575 |
0 |
% |
|
1686 Records found
|
|
Page 61 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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|
|
|
