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   10,668,489    

Indirect Shares

   4,902,663      
Direct Value   $3,066,443,793    

Indirect Value

   $1,409,172,426      
Total Shares   15,571,152      
Total Value   $4,475,616,219      


Morningstar Inc $3,066,443,793 Morningstar Inc $3,066,443,793
 


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... 2024-05-28 10,668,489 2024-05-28 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1687         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   •       •       •   2020-09-22 4 AS $154.24 $2,045,262 D/D (13,226) 19,826,453 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-17 4 AS $214.57 $2,879,348 D/D (13,248) 19,288,362 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-03 4 AS $121.73 $1,621,833 D/D (13,268) 23,011,582 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-10 4 AS $131.85 $1,767,100 D/D (13,284) 22,105,142 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-07 4 AS $117.29 $1,600,329 D/D (13,333) 20,528,987 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-01 4 AS $48.73 $654,128 D/D (13,400) 28,833,393 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-28 4 AS $143.56 $1,938,424 D/D (13,404) 21,808,939 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-09 4 AS $124.36 $1,671,888 D/D (13,408) 22,934,632 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   •       •       •   2018-06-06 4 AS $124.41 $1,681,196 D/D (13,501) 23,517,800 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-23 4 AS $115.88 $1,567,411 D/D (13,505) 23,620,149 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-18 4 AS $112.80 $1,527,731 D/D (13,511) 22,677,771 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-05 4 AS $141.36 $1,950,059 D/D (13,565) 21,944,656 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-14 4 AS $206.32 $2,845,542 D/D (13,577) 19,323,707 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-15 4 AS $323.09 $4,456,419 D/D (13,591) 13,196,924 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-30 4 AS $279.12 $3,814,731 D/D (13,614) 12,644,184 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-14 4 AS $259.92 $3,569,573 D/D (13,618) 12,775,741 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-14 4 AS $114.40 $1,579,016 D/D (13,726) 22,698,736 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-15 4 AS $280.23 $3,886,385 D/D (13,772) 12,926,189 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-09 4 AS $160.25 $2,211,085 D/D (13,794) 21,480,919 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-09 4 AS $237.20 $3,341,886 D/D (13,808) 18,903,002 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-09 4 AS $201.09 $2,810,066 D/D (13,904) 19,369,374 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-22 4 AS $68.03 $964,151 D/D (14,007) 28,227,804 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-18 4 AS $274.97 $3,931,038 D/D (14,025) 12,717,268 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-11 4 AS $47.15 $665,392 D/D (14,072) 29,103,573 0 -
  1687  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