| |
| |
|
| 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 |
• • • |
2019-11-01 |
4 |
AS |
$161.64 |
$3,090,240 |
D/D |
(19,094) |
21,306,386 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-16 |
4 |
AS |
$331.88 |
$6,452,668 |
D/D |
(19,295) |
13,177,629 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-12 |
4 |
AS |
$60.75 |
$1,207,525 |
D/D |
(19,826) |
28,480,391 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-24 |
4 |
AS |
$153.05 |
$3,037,717 |
D/D |
(19,836) |
19,797,401 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-11 |
4 |
AS |
$31.79 |
$635,802 |
D/D |
(20,000) |
27,125,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-12 |
4 |
AS |
$32.06 |
$641,252 |
D/D |
(20,000) |
27,105,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-24 |
4 |
AS |
$28.97 |
$579,474 |
D/D |
(20,000) |
27,045,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-25 |
4 |
AS |
$30.07 |
$601,308 |
D/D |
(20,000) |
27,025,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-11-26 |
4 |
AS |
$30.42 |
$613,169 |
D/D |
(20,000) |
27,005,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-12-02 |
4 |
AS |
$29.83 |
$596,696 |
D/D |
(20,000) |
26,985,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-12-03 |
4 |
AS |
$29.89 |
$608,378 |
D/D |
(20,000) |
26,965,853 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-11-25 |
4 |
AS |
$47.30 |
$946,132 |
D/D |
(20,000) |
25,949,113 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-12-21 |
4 |
AS |
$48.05 |
$960,974 |
D/D |
(20,000) |
25,818,413 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-07 |
4 |
AS |
$200.93 |
$4,131,802 |
D/D |
(20,525) |
19,393,059 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-03 |
4 |
AS |
$229.22 |
$4,743,927 |
D/D |
(20,587) |
18,945,876 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-22 |
4 |
AS |
$44.83 |
$933,771 |
D/D |
(20,780) |
29,386,686 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-13 |
4 |
AS |
$114.49 |
$2,463,198 |
D/D |
(20,985) |
20,710,010 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-02 |
4 |
AS |
$269.25 |
$5,701,301 |
D/D |
(21,053) |
12,836,754 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-07 |
4 |
AS |
$62.12 |
$1,313,824 |
D/D |
(21,100) |
28,765,693 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-12-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
21,526 |
24,892,697 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-03-17 |
4 |
AS |
$108.04 |
$2,521,274 |
D/D |
(21,606) |
20,688,404 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-29 |
4 |
AS |
$46.83 |
$1,027,622 |
D/D |
(21,876) |
29,167,102 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-12-08 |
4 |
AS |
$31.96 |
$731,943 |
D/D |
(22,902) |
26,942,951 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-11-21 |
4 |
AS |
$46.72 |
$1,080,356 |
D/D |
(23,000) |
29,533,809 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-03 |
4 |
S |
$75.59 |
$1,739,518 |
D/D |
(23,000) |
28,070,950 |
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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|
