| |
| |
|
| 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* |
|
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|
|
|
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|
|
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|
|
Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 63 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 |
• • • |
2021-05-24 |
4 |
AS |
$236.07 |
$2,720,366 |
D/D |
(11,498) |
18,657,797 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-02 |
4 |
AS |
$190.09 |
$2,737,460 |
D/D |
(14,196) |
19,688,234 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-15 |
4 |
AS |
$237.75 |
$2,751,988 |
D/D |
(11,520) |
18,532,088 |
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 |
• • • |
2022-05-17 |
4 |
AS |
$240.35 |
$2,765,612 |
D/D |
(11,418) |
12,541,630 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-04-01 |
4 |
AS |
$225.24 |
$2,786,993 |
D/D |
(12,053) |
18,768,906 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-16 |
4 |
AS |
$260.06 |
$2,787,791 |
D/D |
(10,505) |
18,259,925 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-04 |
4 |
AS |
$310.15 |
$2,790,429 |
D/D |
(8,894) |
13,436,211 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-19 |
4 |
AS |
$257.77 |
$2,792,984 |
D/D |
(10,764) |
18,243,736 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-17 |
4 |
AS |
$219.37 |
$2,795,620 |
D/D |
(12,650) |
11,216,745 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-19 |
4 |
AS |
$230.31 |
$2,797,821 |
D/D |
(11,846) |
12,529,784 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-25 |
4 |
AS |
$220.53 |
$2,798,459 |
D/D |
(12,650) |
11,571,129 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-17 |
4 |
AS |
$270.78 |
$2,798,891 |
D/D |
(10,328) |
11,392,310 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-02 |
4 |
AS |
$231.60 |
$2,801,906 |
D/D |
(11,996) |
18,605,576 |
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 |
Executive Chairman |
• • • |
2021-11-12 |
4 |
AS |
$314.10 |
$2,829,109 |
D/D |
(8,915) |
13,393,313 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-10-02 |
4 |
AS |
$163.12 |
$2,836,982 |
D/D |
(17,337) |
19,715,865 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-30 |
4 |
AS |
$255.96 |
$2,844,194 |
D/D |
(11,064) |
18,437,916 |
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 |
• • • |
2023-08-28 |
4 |
AS |
$221.54 |
$2,847,132 |
D/D |
(12,650) |
11,558,479 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-10 |
4 |
AS |
$242.52 |
$2,858,466 |
D/D |
(11,735) |
18,891,267 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-05 |
4 |
AS |
$226.85 |
$2,871,896 |
D/D |
(12,347) |
18,928,044 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-10-01 |
4 |
AS |
$160.35 |
$2,873,237 |
D/D |
(17,824) |
19,733,202 |
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 |
• • • |
2021-05-27 |
4 |
AS |
$231.89 |
$2,879,649 |
D/D |
(12,347) |
18,628,506 |
0 |
% |
|
1686 Records found
|
|
Page 63 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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|
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|
