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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,674,922 |
|
Indirect Shares
|
4,902,663 |
|
|
Direct
Value |
$3,176,856,787 |
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Indirect Value
|
$1,459,032,509 |
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Total
Shares |
15,577,585 |
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Total
Value |
$4,635,889,296 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
|
0
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|
Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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
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Download |
Page 63 of 68
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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 |
|
2023-02-23 |
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 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-03-20 |
4 |
AS |
$183.15 |
$1,459,515 |
D/D |
(7,948) |
11,474,376 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-03-21 |
4 |
AS |
$183.60 |
$1,151,795 |
D/D |
(6,151) |
11,468,225 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-05-30 |
4 |
AS |
$200.80 |
$2,580,536 |
D/D |
(12,650) |
11,455,575 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-05-31 |
4 |
AS |
$206.43 |
$1,163,051 |
D/D |
(5,632) |
11,449,943 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-06-01 |
4 |
AS |
$204.15 |
$1,649,340 |
D/D |
(8,072) |
11,441,871 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-06-02 |
4 |
AS |
$204.45 |
$1,536,726 |
D/D |
(7,432) |
11,434,439 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-06-05 |
4 |
AS |
$205.51 |
$222,158 |
D/D |
(1,081) |
11,433,358 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-06-06 |
4 |
AS |
$205.90 |
$1,457,101 |
D/D |
(7,057) |
11,426,301 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-06-07 |
4 |
AS |
$207.12 |
$728,847 |
D/D |
(3,517) |
11,422,784 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-06-08 |
4 |
AS |
$205.23 |
$1,744,676 |
D/D |
(8,478) |
11,414,306 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-06-09 |
4 |
AS |
$205.45 |
$773,017 |
D/D |
(3,761) |
11,410,545 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-06-12 |
4 |
AS |
$203.58 |
$204 |
D/D |
(1) |
11,410,544 |
0 |
% |
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1684 Records found
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Page 63 of 68 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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