| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,687,931 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,197,615,197 |
|
|
|
Indirect Value
|
$1,466,778,716 |
|
|
| Total
Shares |
15,590,594 |
|
|
| Total
Value |
$4,664,393,913 |
|
|
|
|
|
|
|
|
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... |
2024-05-20 |
10,687,931 |
2024-05-20 |
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 :
1682 |
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 |
• • • |
2021-09-27 |
4 |
AS |
$277.68 |
$69,420 |
D/D |
(250) |
13,548,997 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-13 |
4 |
AS |
$277.75 |
$98,178 |
D/D |
(353) |
13,615,526 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-09 |
4 |
AS |
$278.11 |
$2,226,518 |
D/D |
(7,886) |
13,622,897 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-24 |
4 |
AS |
$278.16 |
$313,847 |
D/D |
(1,116) |
13,023,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-31 |
4 |
AS |
$278.30 |
$1,035,032 |
D/D |
(3,707) |
12,640,477 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-08 |
4 |
AS |
$278.63 |
$3,408,833 |
D/D |
(12,231) |
13,630,783 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-01 |
4 |
AS |
$278.80 |
$1,935,029 |
D/D |
(6,926) |
10,934,986 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-07 |
4 |
AS |
$279.11 |
$2,601,491 |
D/D |
(9,297) |
13,643,014 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-30 |
4 |
AS |
$279.12 |
$3,814,731 |
D/D |
(13,614) |
12,644,184 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-02 |
4 |
AS |
$279.24 |
$61,433 |
D/D |
(220) |
10,934,766 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-01 |
4 |
AS |
$279.83 |
$167,896 |
D/D |
(600) |
12,857,807 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-15 |
4 |
AS |
$280.23 |
$3,886,385 |
D/D |
(13,772) |
12,926,189 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-22 |
4 |
AS |
$280.42 |
$2,633,166 |
D/D |
(9,337) |
12,704,425 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-28 |
4 |
AS |
$280.87 |
$3,435,054 |
D/D |
(12,222) |
12,858,407 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-10 |
4 |
AS |
$280.99 |
$1,976,638 |
D/D |
(7,018) |
13,615,879 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-16 |
4 |
AS |
$281.05 |
$1,244,508 |
D/D |
(4,428) |
12,921,761 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-12 |
4 |
AS |
$281.39 |
$2,110,273 |
D/D |
(7,481) |
10,908,710 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-21 |
4 |
AS |
$281.83 |
$988,588 |
D/D |
(3,506) |
12,713,762 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-23 |
4 |
AS |
$282.10 |
$3,771,159 |
D/D |
(12,650) |
10,859,171 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-01 |
4 |
AS |
$282.95 |
$2,386,975 |
D/D |
(8,325) |
10,758,587 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-21 |
4 |
AS |
$284.35 |
$42,476 |
D/D |
(149) |
13,024,316 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-14 |
4 |
AS |
$284.76 |
$199,354 |
D/D |
(700) |
12,939,961 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-01 |
4 |
AS |
$286.82 |
$3,632,208 |
D/D |
(12,629) |
13,010,571 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-02 |
4 |
AS |
$287.66 |
$2,414,015 |
D/D |
(8,321) |
10,750,266 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-02 |
4 |
AS |
$288.38 |
$4,533,541 |
D/D |
(15,413) |
12,995,158 |
0 |
% |
|
1682 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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|
