| |
| |
|
| 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 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 |
• • • |
2021-11-18 |
4 |
AS |
$319.45 |
$2,886,062 |
D/D |
(8,952) |
13,367,041 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-03 |
4 |
AS |
$195.27 |
$2,889,103 |
D/D |
(14,572) |
19,673,662 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-08 |
4 |
AS |
$271.89 |
$2,891,506 |
D/D |
(10,593) |
13,492,873 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-25 |
4 |
AS |
$246.46 |
$2,891,568 |
D/D |
(11,654) |
18,467,015 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-11 |
4 |
AS |
$241.36 |
$2,891,839 |
D/D |
(11,849) |
19,057,190 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-31 |
4 |
AS |
$341.44 |
$2,910,448 |
D/D |
(8,506) |
13,098,159 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-29 |
4 |
AS |
$345.04 |
$2,919,772 |
D/D |
(8,449) |
13,110,957 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-31 |
4 |
AS |
$227.85 |
$2,925,149 |
D/D |
(12,650) |
11,528,899 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-10 |
4 |
AS |
$233.60 |
$2,934,455 |
D/D |
(12,385) |
12,579,299 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-28 |
4 |
AS |
$294.95 |
$2,950,114 |
D/D |
(9,935) |
10,832,014 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-30 |
4 |
AS |
$261.05 |
$2,964,742 |
D/D |
(11,194) |
13,695,343 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-10 |
4 |
AS |
$311.59 |
$2,971,184 |
D/D |
(9,509) |
13,412,958 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-06 |
4 |
AS |
$262.31 |
$2,980,623 |
D/D |
(11,334) |
11,471,495 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-04 |
4 |
AS |
$201.49 |
$2,985,013 |
D/D |
(14,450) |
19,659,212 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-04 |
4 |
AS |
$299.64 |
$2,989,596 |
D/D |
(9,861) |
10,811,730 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-10-07 |
4 |
AS |
$268.22 |
$2,991,403 |
D/D |
(11,036) |
13,503,466 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-01 |
4 |
AS |
$159.77 |
$3,001,878 |
D/D |
(18,304) |
19,927,757 |
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 |
• • • |
2021-12-13 |
4 |
AS |
$322.59 |
$3,004,757 |
D/D |
(9,277) |
13,220,934 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-28 |
4 |
AS |
$346.03 |
$3,008,239 |
D/D |
(8,689) |
13,119,406 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-18 |
4 |
AS |
$250.79 |
$3,010,795 |
D/D |
(12,001) |
19,013,119 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-10 |
4 |
AS |
$202.21 |
$3,018,524 |
D/D |
(14,852) |
19,354,522 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-02 |
4 |
AS |
$253.81 |
$3,025,471 |
D/D |
(11,823) |
18,425,769 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-17 |
4 |
AS |
$334.63 |
$3,028,664 |
D/D |
(9,021) |
13,168,608 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-24 |
4 |
AS |
$153.05 |
$3,037,717 |
D/D |
(19,836) |
19,797,401 |
0 |
% |
|
1686 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 |
| |
|
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|
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|
