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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,668,725 |
|
Indirect Shares
|
4,902,663 |
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|
Direct
Value |
$3,114,627,577 |
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Indirect Value
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$1,431,283,436 |
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Total
Shares |
15,571,388 |
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Total
Value |
$4,545,911,013 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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Records found :
1686 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 66 of 68
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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 |
|
2023-11-07 |
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 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-13 |
4 |
AS |
$265.51 |
$2,290,153 |
D/D |
(8,624) |
11,435,673 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-14 |
4 |
AS |
$267.09 |
$3,385,065 |
D/D |
(12,609) |
11,423,064 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-15 |
4 |
AS |
$268.99 |
$2,092,080 |
D/D |
(7,776) |
11,415,288 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-16 |
4 |
AS |
$269.06 |
$3,418,074 |
D/D |
(12,650) |
11,402,638 |
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 |
|
2023-11-20 |
4 |
AS |
$270.94 |
$3,179,874 |
D/D |
(11,693) |
11,380,617 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-21 |
4 |
AS |
$272.77 |
$3,467,547 |
D/D |
(12,650) |
11,367,967 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-22 |
4 |
AS |
$275.16 |
$3,488,434 |
D/D |
(12,650) |
11,355,317 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-24 |
4 |
AS |
$275.77 |
$1,808,263 |
D/D |
(6,555) |
11,348,762 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-27 |
4 |
AS |
$276.22 |
$1,734,274 |
D/D |
(6,257) |
11,342,505 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2023-11-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
47,625 |
11,294,880 |
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 |
|
2024-02-02 |
4 |
AS |
$279.24 |
$61,433 |
D/D |
(220) |
10,934,766 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-02-05 |
4 |
AS |
$276.97 |
$27,697 |
D/D |
(100) |
10,934,666 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-02-06 |
4 |
AS |
$275.22 |
$12,385 |
D/D |
(45) |
10,934,621 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-02-07 |
4 |
AS |
$273.87 |
$2,070,939 |
D/D |
(7,470) |
10,927,151 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-02-08 |
4 |
AS |
$277.57 |
$914,050 |
D/D |
(3,292) |
10,923,859 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-02-09 |
4 |
AS |
$276.40 |
$2,137,018 |
D/D |
(7,668) |
10,916,191 |
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 |
|
2024-02-14 |
4 |
AS |
$273.60 |
$2,481,502 |
D/D |
(8,993) |
10,899,717 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-02-15 |
4 |
AS |
$276.81 |
$1,906,400 |
D/D |
(6,863) |
10,892,854 |
0 |
% |
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1686 Records found
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Page 66 of 68 |
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Free Registration Required For Full Results. Limit: 25
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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 |
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IO |
- Initital Ownership |
D |
- Disposed |
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