| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,674,922 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,176,856,787 |
|
|
|
Indirect Value
|
$1,459,032,509 |
|
|
| Total
Shares |
15,577,585 |
|
|
| Total
Value |
$4,635,889,296 |
|
|
|
|
|
|
|
|
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... |
2024-05-22 |
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 64 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 |
• • • |
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 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-13 |
4 |
AS |
$201.90 |
$2,143,411 |
D/D |
(10,539) |
11,400,005 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-14 |
4 |
AS |
$204.04 |
$700,456 |
D/D |
(3,423) |
11,396,582 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-21 |
4 |
AS |
$202.86 |
$1,120,544 |
D/D |
(5,519) |
11,378,310 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-23 |
4 |
AS |
$195.91 |
$507,428 |
D/D |
(2,589) |
11,375,721 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-26 |
4 |
AS |
$192.92 |
$46,300 |
D/D |
(240) |
11,375,481 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-27 |
4 |
AS |
$187.12 |
$2,376,678 |
D/D |
(12,650) |
11,362,831 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-28 |
4 |
AS |
$188.07 |
$1,438,199 |
D/D |
(7,644) |
11,355,187 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-29 |
4 |
AS |
$188.56 |
$2,413,781 |
D/D |
(12,650) |
11,342,537 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-30 |
4 |
AS |
$192.68 |
$2,460,033 |
D/D |
(12,650) |
11,329,887 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-07-03 |
4 |
AS |
$195.46 |
$1,360,857 |
D/D |
(6,950) |
11,322,937 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-07-05 |
4 |
AS |
$195.61 |
$50,859 |
D/D |
(260) |
11,322,677 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-07-06 |
4 |
AS |
$193.73 |
$1,268,979 |
D/D |
(6,550) |
11,316,127 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-07-07 |
4 |
AS |
$193.46 |
$2,215,058 |
D/D |
(11,218) |
11,304,909 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-07-10 |
4 |
AS |
$197.12 |
$2,315,389 |
D/D |
(11,684) |
11,293,225 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-01 |
4 |
AS |
$229.83 |
$1,079,743 |
D/D |
(4,695) |
11,288,530 |
0 |
% |
|
1684 Records found
|
|
Page 64 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 |
| |
|
|
|
|
|
