| |
| |
|
| 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 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 |
• • • |
2023-02-01 |
4 |
AS |
$242.45 |
$2,194,071 |
D/D |
(8,962) |
11,659,263 |
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 |
• • • |
2023-02-07 |
4 |
AS |
$242.83 |
$955,206 |
D/D |
(3,916) |
11,645,542 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-08 |
4 |
AS |
$244.34 |
$366,293 |
D/D |
(1,497) |
11,644,045 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-09 |
4 |
AS |
$241.99 |
$1,009,398 |
D/D |
(4,140) |
11,639,905 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-10 |
4 |
AS |
$238.13 |
$23,813 |
D/D |
(100) |
11,639,805 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-13 |
4 |
AS |
$235.37 |
$2,098,304 |
D/D |
(8,859) |
11,630,946 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-14 |
4 |
AS |
$237.38 |
$858,797 |
D/D |
(3,612) |
11,627,334 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-15 |
4 |
AS |
$236.40 |
$1,516,987 |
D/D |
(6,362) |
11,620,972 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-16 |
4 |
AS |
$238.80 |
$520,732 |
D/D |
(2,180) |
11,618,792 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-17 |
4 |
AS |
$236.71 |
$1,268,869 |
D/D |
(5,347) |
11,613,445 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-22 |
4 |
AS |
$232.06 |
$1,976,246 |
D/D |
(8,491) |
11,604,954 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-23 |
4 |
AS |
$232.39 |
$2,168,171 |
D/D |
(9,273) |
11,595,681 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-27 |
4 |
AS |
$206.62 |
$2,693,708 |
D/D |
(12,982) |
11,582,699 |
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 |
• • • |
2023-03-01 |
4 |
AS |
$206.85 |
$3,002,583 |
D/D |
(14,500) |
11,555,781 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-02 |
4 |
AS |
$206.51 |
$2,093,821 |
D/D |
(10,127) |
11,545,654 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-03 |
4 |
AS |
$206.98 |
$2,696,373 |
D/D |
(12,893) |
11,532,761 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-06 |
4 |
AS |
$210.65 |
$2,071,273 |
D/D |
(9,748) |
11,523,013 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-07 |
4 |
AS |
$209.27 |
$66,968 |
D/D |
(320) |
11,522,693 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-08 |
4 |
AS |
$207.18 |
$1,785,875 |
D/D |
(8,620) |
11,514,073 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-09 |
4 |
AS |
$206.96 |
$1,043,132 |
D/D |
(5,022) |
11,509,051 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-10 |
4 |
AS |
$200.56 |
$28,079 |
D/D |
(140) |
11,508,911 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-16 |
4 |
AS |
$183.08 |
$2,158,104 |
D/D |
(11,584) |
11,482,827 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-17 |
4 |
AS |
$185.35 |
$93,234 |
D/D |
(503) |
11,482,324 |
0 |
% |
|
1684 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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|
