| |
| |
|
| 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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|
|
|
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|
|
|
|
|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 66 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 |
• • • |
2021-12-22 |
4 |
AS |
$336.03 |
$3,363,576 |
D/D |
(10,000) |
13,146,329 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-11 |
4 |
AS |
$312.84 |
$3,373,290 |
D/D |
(10,730) |
13,402,228 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-08 |
4 |
AS |
$254.78 |
$3,374,983 |
D/D |
(13,124) |
12,811,129 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-10 |
4 |
AS |
$318.52 |
$3,379,227 |
D/D |
(10,516) |
13,230,211 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-14 |
4 |
AS |
$322.80 |
$3,380,098 |
D/D |
(10,419) |
13,210,515 |
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 |
• • • |
2022-06-15 |
4 |
AS |
$229.99 |
$3,387,906 |
D/D |
(14,500) |
12,423,245 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-02 |
4 |
AS |
$276.29 |
$3,393,505 |
D/D |
(12,103) |
13,661,811 |
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 |
• • • |
2023-11-16 |
4 |
AS |
$269.06 |
$3,418,074 |
D/D |
(12,650) |
11,402,638 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-06 |
4 |
AS |
$313.50 |
$3,427,873 |
D/D |
(10,898) |
13,294,908 |
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 |
• • • |
2023-11-21 |
4 |
AS |
$272.77 |
$3,467,547 |
D/D |
(12,650) |
11,367,967 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-13 |
4 |
AS |
$236.14 |
$3,481,919 |
D/D |
(14,500) |
12,553,848 |
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 |
• • • |
2021-02-26 |
4 |
AS |
$222.26 |
$3,513,324 |
D/D |
(15,736) |
18,987,194 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-15 |
4 |
AS |
$243.46 |
$3,513,447 |
D/D |
(14,168) |
18,858,986 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-11 |
4 |
AS |
$203.65 |
$3,526,812 |
D/D |
(17,238) |
19,337,284 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-03 |
4 |
AS |
$240.13 |
$3,558,802 |
D/D |
(14,500) |
12,408,580 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-05 |
4 |
AS |
$302.83 |
$3,559,458 |
D/D |
(11,717) |
10,800,013 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-14 |
4 |
AS |
$259.92 |
$3,569,573 |
D/D |
(13,618) |
12,775,741 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-24 |
4 |
AS |
$263.92 |
$3,580,703 |
D/D |
(13,499) |
12,889,651 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-02-07 |
4 |
AS |
$294.29 |
$3,596,228 |
D/D |
(12,171) |
12,969,533 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-12 |
4 |
AS |
$245.06 |
$3,604,829 |
D/D |
(14,553) |
19,042,637 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-09 |
4 |
AS |
$209.43 |
$3,625,061 |
D/D |
(17,030) |
19,618,856 |
0 |
% |
|
1684 Records found
|
|
Page 66 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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|
