| |
| |
|
| 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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|
|
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|
|
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|
Records found :
1684 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 8 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 |
• • – |
2009-06-10 |
4 |
AS |
$43.37 |
$73,080 |
D/D |
(1,685) |
26,441,067 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-05-12 |
4 |
AS |
$43.04 |
$73,176 |
D/D |
(1,700) |
26,575,684 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-22 |
4 |
AS |
$126.26 |
$73,545 |
D/D |
(582) |
22,402,054 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-12 |
4 |
AS |
$61.53 |
$74,047 |
D/D |
(1,200) |
27,844,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-26 |
4 |
AS |
$61.58 |
$74,629 |
D/D |
(1,207) |
28,420,036 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-12-06 |
4 |
AS |
$45.87 |
$76,798 |
D/D |
(1,670) |
29,469,889 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-10-21 |
4 |
AS |
$54.70 |
$78,549 |
D/D |
(1,436) |
27,239,142 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-07 |
4 |
AS |
$157.86 |
$78,929 |
D/D |
(500) |
20,865,670 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-08-01 |
4 |
AS |
$49.33 |
$79,077 |
D/D |
(1,600) |
28,831,793 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-08-05 |
4 |
AS |
$265.20 |
$79,768 |
D/D |
(300) |
18,312,355 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-27 |
4 |
AS |
$66.55 |
$79,868 |
D/D |
(1,200) |
27,879,752 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-23 |
4 |
AS |
$73.00 |
$80,371 |
D/D |
(1,100) |
27,579,426 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-18 |
4 |
AS |
$60.29 |
$81,299 |
D/D |
(1,345) |
27,836,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-06 |
4 |
AS |
$32.04 |
$81,401 |
D/D |
(2,541) |
26,681,830 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-01 |
4 |
AS |
$256.42 |
$83,203 |
D/D |
(324) |
18,437,592 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-05-27 |
4 |
AS |
$69.13 |
$83,519 |
D/D |
(1,200) |
27,626,992 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-25 |
4 |
AS |
$27.94 |
$83,825 |
D/D |
(3,000) |
26,786,871 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-06 |
4 |
AS |
$300.02 |
$84,005 |
D/D |
(280) |
10,726,068 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-03 |
4 |
AS |
$70.01 |
$84,173 |
D/D |
(1,200) |
27,607,492 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-28 |
4 |
AS |
$271.53 |
$84,174 |
D/D |
(310) |
13,548,687 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-02 |
4 |
AS |
$156.56 |
$85,253 |
D/D |
(544) |
21,131,129 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-24 |
4 |
AS |
$60.70 |
$85,492 |
D/D |
(1,400) |
28,436,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-26 |
4 |
AS |
$64.27 |
$87,261 |
D/D |
(1,348) |
27,880,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-06 |
4 |
AS |
$38.12 |
$87,738 |
D/D |
(2,300) |
29,759,900 |
|
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-02-10 |
4 |
AS |
$34.56 |
$88,981 |
D/D |
(2,575) |
26,825,871 |
0 |
- |
|
1684 Records found
|
|
Page 8 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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|
