| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
1686 |
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 |
Executive Chairman |
• • • |
2022-12-20 |
4 |
AS |
$213.31 |
$598,008 |
D/D |
(2,800) |
11,712,430 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-19 |
4 |
AS |
$214.43 |
$3,109,221 |
D/D |
(14,500) |
11,715,230 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-14 |
4 |
AS |
$232.96 |
$293,553 |
D/D |
(1,260) |
11,729,730 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-13 |
4 |
AS |
$232.96 |
$2,471,660 |
D/D |
(10,505) |
11,730,990 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-12 |
4 |
AS |
$232.60 |
$186,082 |
D/D |
(800) |
11,741,495 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-09 |
4 |
AS |
$235.86 |
$223,122 |
D/D |
(946) |
11,742,295 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-08 |
4 |
AS |
$237.70 |
$1,241,138 |
D/D |
(5,207) |
11,743,241 |
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 |
• • • |
2022-12-07 |
4 |
AS |
$234.29 |
$1,787,694 |
D/D |
(7,510) |
11,804,448 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-06 |
4 |
AS |
$239.94 |
$28,793 |
D/D |
(120) |
11,811,958 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-10-03 |
4 |
AS |
$214.68 |
$10,949 |
D/D |
(51) |
12,223,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-30 |
4 |
AS |
$212.87 |
$630,731 |
D/D |
(2,940) |
12,223,251 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-29 |
4 |
AS |
$214.34 |
$295,195 |
D/D |
(1,377) |
12,226,191 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-28 |
4 |
AS |
$210.72 |
$1,892,735 |
D/D |
(8,820) |
12,227,568 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-27 |
4 |
AS |
$210.54 |
$1,213,272 |
D/D |
(5,750) |
12,236,388 |
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 |
• • • |
2022-09-23 |
4 |
AS |
$216.17 |
$21,617 |
D/D |
(100) |
12,242,443 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-22 |
4 |
AS |
$219.27 |
$4,385 |
D/D |
(20) |
12,242,543 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-21 |
4 |
AS |
$224.65 |
$1,120,363 |
D/D |
(4,970) |
12,242,563 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-20 |
4 |
AS |
$222.91 |
$2,701,545 |
D/D |
(11,988) |
12,247,533 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-19 |
4 |
AS |
$223.84 |
$1,007,722 |
D/D |
(4,502) |
12,259,521 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-16 |
4 |
AS |
$226.82 |
$136,094 |
D/D |
(600) |
12,264,023 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-15 |
4 |
AS |
$230.78 |
$256,653 |
D/D |
(1,110) |
12,264,623 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-14 |
4 |
AS |
$232.58 |
$745,526 |
D/D |
(3,195) |
12,265,733 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-12 |
4 |
AS |
$245.35 |
$2,153,213 |
D/D |
(8,747) |
12,268,928 |
0 |
% |
|
1686 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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|
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|
