| |
| |
|
| 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* |
|
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|
|
|
|
|
|
|
|
|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 65 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 |
• • • |
2023-08-08 |
4 |
AS |
$220.53 |
$1,328,707 |
D/D |
(6,022) |
11,263,385 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-09 |
4 |
AS |
$219.75 |
$823,053 |
D/D |
(3,740) |
11,259,645 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-10 |
4 |
AS |
$218.63 |
$1,807,507 |
D/D |
(8,248) |
11,251,397 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-11 |
4 |
AS |
$218.57 |
$1,239,700 |
D/D |
(5,650) |
11,245,747 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-14 |
4 |
AS |
$219.04 |
$668,085 |
D/D |
(3,050) |
11,242,697 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-15 |
4 |
AS |
$218.46 |
$1,202,964 |
D/D |
(5,503) |
11,237,194 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-16 |
4 |
AS |
$218.75 |
$1,711,032 |
D/D |
(7,799) |
11,229,395 |
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 |
• • • |
2023-08-18 |
4 |
AS |
$219.39 |
$49,143 |
D/D |
(224) |
11,216,521 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-21 |
4 |
AS |
$215.39 |
$1,069,986 |
D/D |
(4,963) |
11,211,558 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-22 |
4 |
AS |
$214.23 |
$1,897,027 |
D/D |
(8,809) |
11,202,749 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-23 |
4 |
AS |
$216.09 |
$1,933,652 |
D/D |
(8,835) |
11,193,914 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-24 |
4 |
AS |
$219.67 |
$2,073,475 |
D/D |
(9,415) |
11,184,499 |
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 |
• • • |
2023-08-28 |
4 |
AS |
$221.54 |
$2,847,132 |
D/D |
(12,650) |
11,558,479 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-29 |
4 |
AS |
$225.84 |
$1,498,109 |
D/D |
(6,615) |
11,551,864 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-08-30 |
4 |
AS |
$224.32 |
$2,340,612 |
D/D |
(10,315) |
11,541,549 |
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 |
• • • |
2023-09-01 |
4 |
AS |
$232.25 |
$2,680,135 |
D/D |
(11,394) |
11,517,505 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-03 |
4 |
AS |
$261.54 |
$2,462,190 |
D/D |
(9,376) |
11,482,829 |
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 |
• • • |
2023-11-07 |
4 |
AS |
$262.37 |
$2,177,344 |
D/D |
(8,297) |
11,463,198 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-08 |
4 |
AS |
$261.97 |
$1,762,524 |
D/D |
(6,726) |
11,456,472 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-09 |
4 |
AS |
$262.12 |
$694,645 |
D/D |
(2,650) |
11,453,822 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-11-10 |
4 |
AS |
$260.45 |
$2,512,919 |
D/D |
(9,525) |
11,444,297 |
0 |
% |
|
1684 Records found
|
|
Page 65 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 |
| |
|
|
|
|
|
