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   10,674,922    

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      


Morningstar Inc $3,176,856,787 Morningstar Inc $3,176,856,787
 


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*  
* Premium Members only  

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   •       •       •   2021-10-06 4 AS $262.51 $2,116,705 D/D (7,996) 13,514,502 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   •       •       •   2021-08-24 4 AS $263.02 $1,761,934 D/D (6,694) 13,720,475 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-30 4 AS $263.09 $676,922 D/D (2,550) 13,542,700 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-05 4 AS $263.26 $2,761,988 D/D (10,488) 18,723,872 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-06 4 AS $263.30 $169,318 D/D (641) 18,723,231 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-18 4 AS $263.33 $92,166 D/D (350) 18,254,500 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-09 4 AS $263.46 $3,208,452 D/D (11,937) 12,799,192 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-04 4 AS $263.76 $1,447,515 D/D (5,488) 18,734,360 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-10 4 AS $263.76 $546,132 D/D (2,066) 18,291,820 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-24 4 AS $263.92 $3,580,703 D/D (13,499) 12,889,651 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-26 4 AS $264.06 $759,429 D/D (2,876) 13,709,699 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-03 4 AS $264.41 $4,504,209 D/D (17,032) 18,739,848 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-05 4 AS $265.20 $79,768 D/D (300) 18,312,355 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-13 4 AS $265.51 $2,290,153 D/D (8,624) 11,435,673 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-17 4 AS $265.89 $1,350,385 D/D (5,075) 18,254,850 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-07 4 AS $266.43 $154,261 D/D (579) 12,824,253 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-25 4 AS $266.61 $5,253,016 D/D (19,022) 12,870,629 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-31 4 AS $266.68 $2,631,019 D/D (9,788) 13,685,555 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-01 4 AS $267.06 $3,182,422 D/D (11,641) 13,673,914 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-14 4 AS $267.09 $3,385,065 D/D (12,609) 11,423,064 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-13 4 AS $267.14 $2,218,014 D/D (8,292) 13,475,508 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-29 4 AS $267.51 $924,267 D/D (3,437) 13,545,250 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-25 4 AS $268.04 $2,695,775 D/D (10,050) 12,682,946 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-07 4 AS $268.22 $2,991,403 D/D (11,036) 13,503,466 0 %
  1684  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 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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us