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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 |
10,668,489 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,069,217,600 |
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Indirect Value
|
$1,410,447,118 |
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Total
Shares |
15,571,152 |
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Total
Value |
$4,479,664,719 |
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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... |
2024-05-28 |
10,668,489 |
2024-05-28 |
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 :
1687 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 67 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 |
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 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-12-02 |
4 |
GD |
$0.00 |
$0 |
D/D |
23,050 |
21,044,732 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-05-14 |
4 |
AS |
$49.13 |
$1,141,634 |
D/D |
(23,238) |
29,257,577 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-01-10 |
4 |
AS |
$68.43 |
$1,696,707 |
D/D |
(24,792) |
28,024,243 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-11-04 |
4 |
AS |
$35.29 |
$883,014 |
D/D |
(25,000) |
27,181,231 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-11-18 |
4 |
AS |
$29.63 |
$740,678 |
D/D |
(25,000) |
27,065,853 |
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 |
|
2022-01-12 |
4 |
AS |
$305.47 |
$8,958,971 |
D/D |
(29,000) |
13,037,032 |
0 |
% |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-10-29 |
4 |
AS |
$39.94 |
$1,174,142 |
D/D |
(29,400) |
27,206,231 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2006-11-22 |
4 |
AS |
$46.96 |
$1,409,895 |
D/D |
(30,000) |
29,501,809 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
33,680 |
13,243,063 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-05-16 |
4 |
AS |
$48.44 |
$1,635,724 |
D/D |
(33,767) |
29,213,334 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2008-05-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
34,000 |
27,675,599 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-07-25 |
4 |
AS |
$48.84 |
$1,709,859 |
D/D |
(35,000) |
28,881,793 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2014-05-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
35,125 |
24,434,116 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2013-05-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
35,550 |
24,542,366 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2012-05-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
44,300 |
24,800,171 |
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 |
Chairman & CEO |
|
2010-12-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
47,750 |
24,844,471 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2022-12-08 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,000 |
11,748,448 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-12-04 |
4/A |
GD |
$0.00 |
$0 |
D/D |
56,200 |
19,418,884 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2020-12-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,300 |
19,418,784 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2012-12-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,315 |
24,593,856 |
0 |
- |
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1687 Records found
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Page 67 of 68 |
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Free Registration Required For Full Results. Limit: 25
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|
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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 |
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OE |
- Options Exercised |
A |
- Aquired |
|
IO |
- Initital Ownership |
D |
- Disposed |
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