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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 |
10,641,912 |
|
Indirect Shares
|
4,902,663 |
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Direct
Value |
$3,021,983,751 |
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Indirect Value
|
$1,392,209,212 |
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Total
Shares |
15,544,575 |
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Total
Value |
$4,414,192,963 |
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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... |
2024-06-05 |
10,641,912 |
2024-06-05 |
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 :
1693 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 68 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
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3m +/- |
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Form |
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-13 |
4 |
AS |
$322.59 |
$3,004,757 |
D/D |
(9,277) |
13,220,934 |
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 |
|
2021-12-15 |
4 |
AS |
$323.09 |
$4,456,419 |
D/D |
(13,591) |
13,196,924 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-09 |
4 |
AS |
$324.54 |
$758,218 |
D/D |
(2,336) |
13,240,727 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-21 |
4 |
AS |
$329.60 |
$3,730,314 |
D/D |
(11,179) |
13,156,329 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-20 |
4 |
AS |
$330.12 |
$363,129 |
D/D |
(1,100) |
13,167,508 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-16 |
4 |
AS |
$331.88 |
$6,452,668 |
D/D |
(19,295) |
13,177,629 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-17 |
4 |
AS |
$334.63 |
$3,028,664 |
D/D |
(9,021) |
13,168,608 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2022-01-05 |
4 |
AS |
$335.16 |
$542,852 |
D/D |
(1,619) |
13,085,031 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2022-01-04 |
4 |
AS |
$335.36 |
$3,241,471 |
D/D |
(9,659) |
13,086,650 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-22 |
4 |
AS |
$336.03 |
$3,363,576 |
D/D |
(10,000) |
13,146,329 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-23 |
4 |
AS |
$337.10 |
$3,180,212 |
D/D |
(9,375) |
13,136,954 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-27 |
4 |
AS |
$338.56 |
$3,047,394 |
D/D |
(8,859) |
13,128,095 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2022-01-03 |
4 |
AS |
$341.15 |
$631,500 |
D/D |
(1,850) |
13,096,309 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-31 |
4 |
AS |
$341.44 |
$2,910,448 |
D/D |
(8,506) |
13,098,159 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-30 |
4 |
AS |
$343.40 |
$1,474,112 |
D/D |
(4,292) |
13,106,665 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-29 |
4 |
AS |
$345.04 |
$2,919,772 |
D/D |
(8,449) |
13,110,957 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2021-12-28 |
4 |
AS |
$346.03 |
$3,008,239 |
D/D |
(8,689) |
13,119,406 |
0 |
% |
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1693 Records found
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Page 68 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 |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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