| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,668,489 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,066,443,793 |
|
|
|
Indirect Value
|
$1,409,172,426 |
|
|
| Total
Shares |
15,571,152 |
|
|
| Total
Value |
$4,475,616,219 |
|
|
|
|
|
|
|
|
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... |
2024-05-28 |
10,668,489 |
2024-05-28 |
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 :
1687 |
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 |
• • – |
2007-05-07 |
4 |
AS |
$51.37 |
$60,875 |
D/D |
(1,185) |
29,280,815 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-27 |
4 |
AS |
$147.60 |
$176,137 |
D/D |
(1,193) |
21,380,711 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-09-20 |
4 |
AS |
$275.05 |
$328,771 |
D/D |
(1,195) |
13,582,291 |
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 |
• • – |
2008-03-12 |
4 |
AS |
$61.53 |
$74,047 |
D/D |
(1,200) |
27,844,152 |
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 |
• • – |
2008-06-03 |
4 |
AS |
$70.01 |
$84,173 |
D/D |
(1,200) |
27,607,492 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-17 |
4 |
AS |
$44.20 |
$53,040 |
D/D |
(1,200) |
26,282,502 |
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 |
Executive Chairman |
• • • |
2019-09-10 |
4 |
AS |
$159.60 |
$198,542 |
D/D |
(1,244) |
21,479,675 |
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 |
Chairman & CEO |
• • – |
2006-12-05 |
4 |
AS |
$45.32 |
$57,845 |
D/D |
(1,265) |
29,480,402 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-09-23 |
4 |
AS |
$157.61 |
$201,036 |
D/D |
(1,271) |
21,391,856 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-18 |
4 |
AS |
$144.23 |
$185,824 |
D/D |
(1,286) |
20,396,973 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-04-13 |
4/A |
AS |
$124.42 |
$160,380 |
D/D |
(1,289) |
20,502,430 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-11 |
4 |
AS |
$307.69 |
$399,072 |
D/D |
(1,297) |
10,775,526 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-04 |
4 |
AS |
$69.70 |
$90,633 |
D/D |
(1,300) |
27,606,192 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-04-01 |
4 |
AS |
$33.90 |
$44,072 |
D/D |
(1,300) |
26,684,371 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-06-11 |
4 |
AS |
$146.03 |
$192,355 |
D/D |
(1,316) |
21,920,355 |
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 |
• • • |
2022-01-13 |
4 |
AS |
$315.34 |
$424,630 |
D/D |
(1,334) |
13,035,698 |
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 |
• • – |
2008-02-26 |
4 |
AS |
$64.27 |
$87,261 |
D/D |
(1,348) |
27,880,952 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-05-04 |
4 |
AS |
$150.82 |
$206,167 |
D/D |
(1,367) |
20,501,063 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-16 |
4 |
AS |
$277.60 |
$379,483 |
D/D |
(1,367) |
10,891,487 |
0 |
% |
|
1687 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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|
