| |
| |
|
| 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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|
|
|
|
|
|
|
|
|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 7 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 |
Chairman & CEO |
• • – |
2008-06-24 |
4 |
AS |
$72.42 |
$57,582 |
D/D |
(795) |
27,572,026 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-05 |
4 |
AS |
$45.32 |
$57,845 |
D/D |
(1,265) |
29,480,402 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-06 |
4 |
AS |
$320.74 |
$58,696 |
D/D |
(183) |
13,084,848 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-31 |
4 |
AS |
$44.48 |
$58,889 |
D/D |
(1,324) |
26,256,780 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-24 |
4 |
AS |
$232.32 |
$59,416 |
D/D |
(255) |
18,817,717 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-12 |
4 |
AS |
$36.67 |
$60,443 |
D/D |
(1,634) |
29,730,670 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2007-05-07 |
4 |
AS |
$51.37 |
$60,875 |
D/D |
(1,185) |
29,280,815 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-02 |
4 |
AS |
$279.24 |
$61,433 |
D/D |
(220) |
10,934,766 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-22 |
4 |
AS |
$236.45 |
$61,477 |
D/D |
(260) |
18,829,680 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-14 |
4 |
AS |
$249.93 |
$63,233 |
D/D |
(253) |
18,390,728 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-09-03 |
4 |
AS |
$162.90 |
$64,381 |
D/D |
(395) |
19,915,989 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-17 |
4 |
AS |
$251.63 |
$64,418 |
D/D |
(256) |
19,025,120 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-21 |
4 |
AS |
$37.26 |
$64,454 |
D/D |
(1,720) |
29,681,425 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-12-21 |
4 |
AS |
$221.61 |
$65,004 |
D/D |
(293) |
19,276,407 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-26 |
4 |
AS |
$215.02 |
$65,580 |
D/D |
(305) |
12,242,138 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-05-18 |
4 |
AS |
$242.16 |
$66,595 |
D/D |
(275) |
18,691,836 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-03-07 |
4 |
AS |
$209.27 |
$66,968 |
D/D |
(320) |
11,522,693 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-08-16 |
4 |
AS |
$259.02 |
$67,603 |
D/D |
(261) |
12,364,065 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-27 |
4 |
AS |
$42.67 |
$68,270 |
D/D |
(1,600) |
27,237,331 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-27 |
4 |
AS |
$277.68 |
$69,420 |
D/D |
(250) |
13,548,997 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-28 |
4 |
AS |
$40.86 |
$69,470 |
D/D |
(1,700) |
27,235,631 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-08-22 |
4 |
AS |
$36.55 |
$70,122 |
D/D |
(1,900) |
29,825,000 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-20 |
4 |
AS |
$45.34 |
$71,315 |
D/D |
(1,566) |
29,423,331 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-20 |
4 |
AS |
$72.58 |
$72,611 |
D/D |
(1,000) |
27,636,892 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-05 |
4 |
AS |
$66.17 |
$72,783 |
D/D |
(1,100) |
27,390,890 |
0 |
- |
|
1684 Records found
|
|
Page 7 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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|
