| |
| |
|
| 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 9 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 |
• • • |
2007-09-24 |
4 |
AS |
$60.70 |
$85,492 |
D/D |
(1,400) |
28,436,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-02-05 |
4 |
AS |
$66.45 |
$93,148 |
D/D |
(1,400) |
27,950,445 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-17 |
4 |
AS |
$40.77 |
$57,081 |
D/D |
(1,400) |
26,436,101 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-24 |
4 |
AS |
$63.15 |
$89,046 |
D/D |
(1,404) |
27,975,845 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-12-23 |
4 |
AS |
$214.21 |
$301,337 |
D/D |
(1,406) |
11,690,161 |
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 |
• • • |
2019-05-07 |
4 |
AS |
$139.72 |
$204,411 |
D/D |
(1,463) |
22,124,340 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-06-16 |
4 |
AS |
$74.30 |
$108,936 |
D/D |
(1,466) |
27,588,526 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • • |
2007-09-06 |
4 |
AS |
$62.68 |
$94,255 |
D/D |
(1,494) |
28,541,387 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-08 |
4 |
AS |
$244.34 |
$366,293 |
D/D |
(1,497) |
11,644,045 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-01-09 |
4 |
AS |
$69.94 |
$104,951 |
D/D |
(1,500) |
28,054,243 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-13 |
4 |
AS |
$252.56 |
$389,193 |
D/D |
(1,541) |
18,390,981 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-25 |
4 |
AS |
$158.32 |
$244,300 |
D/D |
(1,543) |
20,801,920 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-03-24 |
4 |
AS |
$63.52 |
$99,584 |
D/D |
(1,549) |
27,812,152 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-05-13 |
4 |
AS |
$297.87 |
$464,548 |
D/D |
(1,558) |
10,712,997 |
0 |
% |
|
| 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 |
• • • |
2007-08-01 |
4 |
AS |
$49.33 |
$79,077 |
D/D |
(1,600) |
28,831,793 |
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 |
• • • |
2020-03-03 |
4 |
AS |
$149.18 |
$239,142 |
D/D |
(1,600) |
20,762,037 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-05 |
4 |
AS |
$335.16 |
$542,852 |
D/D |
(1,619) |
13,085,031 |
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 |
Executive Chairman |
• • • |
2019-02-01 |
4 |
AS |
$123.44 |
$203,674 |
D/D |
(1,650) |
22,523,830 |
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 |
• • – |
2009-06-10 |
4 |
AS |
$43.37 |
$73,080 |
D/D |
(1,685) |
26,441,067 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-04-29 |
4 |
AS |
$57.69 |
$98,417 |
D/D |
(1,699) |
27,732,099 |
0 |
- |
|
1684 Records found
|
|
Page 9 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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|
|
