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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 |
10,674,922 |
|
Indirect Shares
|
4,902,663 |
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|
Direct
Value |
$3,176,856,787 |
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Indirect Value
|
$1,459,032,509 |
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Total
Shares |
15,577,585 |
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Total
Value |
$4,635,889,296 |
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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... |
2024-05-22 |
10,674,922 |
2024-05-22 |
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 :
1684 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 9 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
|
|
|
3m +/- |
|
|
Form |
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-19 |
4 |
AS |
$63.01 |
$389,206 |
D/D |
(6,149) |
28,450,391 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-20 |
4 |
AS |
$63.32 |
$8,232 |
D/D |
(130) |
28,450,261 |
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 |
|
2007-09-24 |
4 |
AS |
$60.45 |
$338,776 |
D/D |
(5,585) |
28,437,643 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-24 |
4 |
AS |
$60.45 |
$426,107 |
D/D |
(7,033) |
28,443,228 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-25 |
4 |
AS |
$59.86 |
$282,445 |
D/D |
(4,649) |
28,431,594 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-25 |
4 |
AS |
$60.11 |
$104,041 |
D/D |
(1,724) |
28,421,243 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-25 |
4 |
AS |
$59.80 |
$302,723 |
D/D |
(5,000) |
28,426,594 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-25 |
4 |
AS |
$59.95 |
$221,807 |
D/D |
(3,627) |
28,422,967 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-26 |
4 |
AS |
$61.59 |
$186,238 |
D/D |
(3,001) |
28,417,035 |
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 |
|
2007-09-26 |
4 |
AS |
$61.63 |
$418,575 |
D/D |
(6,747) |
28,410,288 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-09-26 |
4 |
AS |
$61.90 |
$1,019,273 |
D/D |
(16,366) |
28,393,922 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-01 |
4 |
AS |
$61.57 |
$358,640 |
D/D |
(5,740) |
28,388,182 |
0 |
- |
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MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-01 |
4 |
AS |
$61.88 |
$152,099 |
D/D |
(2,444) |
28,374,887 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-01 |
4 |
AS |
$61.89 |
$316,933 |
D/D |
(5,062) |
28,377,331 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-01 |
4 |
AS |
$61.70 |
$359,264 |
D/D |
(5,789) |
28,382,393 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-02 |
4 |
AS |
$63.96 |
$308,656 |
D/D |
(4,792) |
28,359,887 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-02 |
4 |
AS |
$63.85 |
$654,497 |
D/D |
(10,208) |
28,364,679 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-03 |
4 |
AS |
$64.75 |
$19,425 |
D/D |
(300) |
28,359,587 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-08 |
4 |
AS |
$69.31 |
$559,883 |
D/D |
(7,906) |
28,351,681 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-08 |
4 |
AS |
$69.32 |
$423,486 |
D/D |
(5,966) |
28,340,135 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-08 |
4 |
AS |
$70.92 |
$10,523 |
D/D |
(148) |
28,339,987 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-08 |
4 |
AS |
$69.36 |
$374,272 |
D/D |
(5,280) |
28,346,401 |
0 |
- |
|
MORN |
Morningstar Inc |
Chairman & CEO |
|
2007-10-09 |
4 |
AS |
$71.11 |
$1,067,113 |
D/D |
(15,000) |
28,324,987 |
0 |
- |
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1684 Records found
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Page 9 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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