| |
| |
|
| 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* |
|
|
|
|
|
|
|
|
|
|
|
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 |
• • • |
2022-11-29 |
4 |
AS |
$240.41 |
$187,762 |
D/D |
(781) |
12,432,856 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-11-30 |
4 |
AS |
$235.02 |
$1,816,776 |
D/D |
(7,525) |
12,425,331 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-01 |
4 |
AS |
$244.16 |
$1,949,381 |
D/D |
(7,853) |
12,417,478 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-02 |
4 |
AS |
$249.42 |
$1,348,322 |
D/D |
(5,400) |
12,412,078 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-06 |
4 |
AS |
$239.94 |
$28,793 |
D/D |
(120) |
11,811,958 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-07 |
4 |
AS |
$234.29 |
$1,787,694 |
D/D |
(7,510) |
11,804,448 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-08 |
4 |
AS |
$237.70 |
$1,241,138 |
D/D |
(5,207) |
11,743,241 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,000 |
11,748,448 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-09 |
4 |
AS |
$235.86 |
$223,122 |
D/D |
(946) |
11,742,295 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-12 |
4 |
AS |
$232.60 |
$186,082 |
D/D |
(800) |
11,741,495 |
0 |
% |
|
| 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 |
• • • |
2022-12-14 |
4 |
AS |
$232.96 |
$293,553 |
D/D |
(1,260) |
11,729,730 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-19 |
4 |
AS |
$214.43 |
$3,109,221 |
D/D |
(14,500) |
11,715,230 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-20 |
4 |
AS |
$213.31 |
$598,008 |
D/D |
(2,800) |
11,712,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-23 |
4 |
AS |
$214.21 |
$301,337 |
D/D |
(1,406) |
11,690,161 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-27 |
4 |
AS |
$212.86 |
$927,817 |
D/D |
(4,357) |
11,685,804 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-28 |
4 |
AS |
$211.86 |
$1,087,593 |
D/D |
(5,120) |
11,680,684 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-29 |
4 |
AS |
$208.69 |
$2,087,448 |
D/D |
(9,600) |
11,671,084 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-01-03 |
4 |
AS |
$216.03 |
$622,854 |
D/D |
(2,859) |
11,668,225 |
0 |
% |
|
| 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 |
% |
|
1686 Records found
|
|
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 |
| |
|
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|
|
|
