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   10,668,725    

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      


Morningstar Inc $3,114,627,577 Morningstar Inc $3,114,627,577
 


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*  
* Premium Members only  

Records found :    1686         Free Registration Required For Full Results.    Limit: 25

 Download
  Page 62 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   •       •       •   2020-05-28 4 AS $145.42 $2,587,179 D/D (17,254) 20,299,659 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-08 4 AS $319.84 $2,600,850 D/D (8,053) 13,276,743 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-07 4 AS $279.11 $2,601,491 D/D (9,297) 13,643,014 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-26 4 AS $224.26 $2,619,352 D/D (11,620) 18,805,965 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-23 4 AS $243.63 $2,620,562 D/D (10,627) 12,509,028 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   •       •       •   2022-03-22 4 AS $280.42 $2,633,166 D/D (9,337) 12,704,425 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-01 4 AS $226.70 $2,634,921 D/D (11,463) 18,975,731 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-03 4 AS $291.74 $2,635,502 D/D (8,954) 10,741,312 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-03 4 AS $275.71 $2,645,457 D/D (9,500) 13,652,311 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-03-12 4 AS $305.10 $2,650,789 D/D (8,614) 10,766,912 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-03-07 4 AS $310.17 $2,659,946 D/D (8,533) 10,781,498 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-08 4 AS $236.19 $2,661,327 D/D (11,234) 18,916,810 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-10 4 AS $238.27 $2,666,717 D/D (11,138) 19,069,039 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-24 4 AS $277.13 $2,679,989 D/D (9,634) 13,549,247 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-09-01 4 AS $232.25 $2,680,135 D/D (11,394) 11,517,505 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-10 4 AS $247.19 $2,688,296 D/D (10,529) 12,378,813 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-18 4 AS $273.26 $2,688,905 D/D (9,819) 12,911,942 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-05 4 AS $255.34 $2,690,702 D/D (10,322) 13,522,498 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   •       •       •   2022-03-25 4 AS $268.04 $2,695,775 D/D (10,050) 12,682,946 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   •       •       •   2022-09-20 4 AS $222.91 $2,701,545 D/D (11,988) 12,247,533 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-20 4 AS $245.86 $2,703,685 D/D (10,781) 18,369,279 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-23 4 AS $230.24 $2,717,206 D/D (11,708) 18,817,972 0 %
  1686  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 62 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