Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,725    

Indirect Shares

   4,902,663      
Direct Value   $3,114,627,577    

Indirect Value

   $1,431,283,436      
Total Shares   15,571,388      
Total Value   $4,545,911,013      


Morningstar Inc $3,114,627,577 Morningstar Inc $3,114,627,577
 


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... 2024-05-24 10,668,725 2024-05-24 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1686         Free Registration Required For Full Results.    Limit: 25

 Download
  Page 67 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   •       •       •   2021-02-12 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 %
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   •       •       •   2022-02-04 4 AS $290.52 $3,677,122 D/D (12,504) 12,981,704 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-10 4 AS $295.48 $3,703,428 D/D (12,508) 12,945,810 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-21 4 AS $329.60 $3,730,314 D/D (11,179) 13,156,329 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-02 4 AS $310.41 $3,747,018 D/D (11,767) 13,306,454 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   •       •       •   2021-05-25 4 AS $235.99 $3,803,729 D/D (16,073) 18,641,724 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-19 4 AS $236.38 $3,805,409 D/D (16,005) 18,829,940 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   •       •       •   2022-02-15 4 AS $280.23 $3,886,385 D/D (13,772) 12,926,189 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-18 4 AS $274.97 $3,931,038 D/D (14,025) 12,717,268 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-15 4 AS $258.53 $3,951,121 D/D (15,054) 12,760,687 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-02 4 AS $253.04 $4,043,770 D/D (15,746) 18,341,134 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-26 4 AS $140.60 $4,080,086 D/D (29,000) 20,327,916 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-20 4 AS $233.66 $4,098,871 D/D (17,286) 18,671,752 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-04-04 4 AS $269.74 $4,121,182 D/D (15,077) 12,623,200 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   •       •       •   2021-08-04 4 AS $261.53 $4,204,834 D/D (15,722) 18,312,655 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-09 4 AS $238.05 $4,227,494 D/D (17,579) 19,080,177 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-08 4 AS $237.72 $4,238,977 D/D (17,680) 19,097,756 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-01 4 AS $230.81 $4,356,109 D/D (18,376) 19,138,504 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-16 4 AS $251.66 $4,362,311 D/D (17,261) 19,025,376 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-15 4 AS $323.09 $4,456,419 D/D (13,591) 13,196,924 0 %
  1686  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15   16   17   18   19   20   21   22   23   24   25   26   27   28   29   30   31   32   33   34   35   36   37   38   39   40   41   42   43   44   45   46   47   48   49   50   51   52   53   54   55   56   57   58   59   60   61   62   63   64   65   66   67  68      
  Page 67 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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us