| |
| |
|
| 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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|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• • • |
2021-12-28 |
4 |
AS |
$346.03 |
$3,008,239 |
D/D |
(8,689) |
13,119,406 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-29 |
4 |
AS |
$345.04 |
$2,919,772 |
D/D |
(8,449) |
13,110,957 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-30 |
4 |
AS |
$343.40 |
$1,474,112 |
D/D |
(4,292) |
13,106,665 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-31 |
4 |
AS |
$341.44 |
$2,910,448 |
D/D |
(8,506) |
13,098,159 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-03 |
4 |
AS |
$341.15 |
$631,500 |
D/D |
(1,850) |
13,096,309 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-27 |
4 |
AS |
$338.56 |
$3,047,394 |
D/D |
(8,859) |
13,128,095 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-23 |
4 |
AS |
$337.10 |
$3,180,212 |
D/D |
(9,375) |
13,136,954 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-22 |
4 |
AS |
$336.03 |
$3,363,576 |
D/D |
(10,000) |
13,146,329 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-04 |
4 |
AS |
$335.36 |
$3,241,471 |
D/D |
(9,659) |
13,086,650 |
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 |
Executive Chairman |
• • • |
2021-12-17 |
4 |
AS |
$334.63 |
$3,028,664 |
D/D |
(9,021) |
13,168,608 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-16 |
4 |
AS |
$331.88 |
$6,452,668 |
D/D |
(19,295) |
13,177,629 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-20 |
4 |
AS |
$330.12 |
$363,129 |
D/D |
(1,100) |
13,167,508 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-21 |
4 |
AS |
$329.60 |
$3,730,314 |
D/D |
(11,179) |
13,156,329 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-09 |
4 |
AS |
$324.54 |
$758,218 |
D/D |
(2,336) |
13,240,727 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-15 |
4 |
AS |
$323.09 |
$4,456,419 |
D/D |
(13,591) |
13,196,924 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-14 |
4 |
AS |
$322.80 |
$3,380,098 |
D/D |
(10,419) |
13,210,515 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-13 |
4 |
AS |
$322.59 |
$3,004,757 |
D/D |
(9,277) |
13,220,934 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-17 |
4 |
AS |
$320.74 |
$1,687,511 |
D/D |
(5,258) |
13,375,993 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-06 |
4 |
AS |
$320.74 |
$58,696 |
D/D |
(183) |
13,084,848 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-03 |
4 |
AS |
$320.15 |
$207,822 |
D/D |
(648) |
13,305,806 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-08 |
4 |
AS |
$319.84 |
$2,600,850 |
D/D |
(8,053) |
13,276,743 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-18 |
4 |
AS |
$319.45 |
$2,886,062 |
D/D |
(8,952) |
13,367,041 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-12-10 |
4 |
AS |
$318.52 |
$3,379,227 |
D/D |
(10,516) |
13,230,211 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-11-24 |
4 |
AS |
$317.52 |
$2,366,567 |
D/D |
(7,437) |
13,343,650 |
0 |
% |
|
25 Records found
|
1
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Page 1 of 1 |
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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 |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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