| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,714,555 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,175,794,102 |
|
|
|
Indirect Value
|
$1,453,149,313 |
|
|
| Total
Shares |
15,617,218 |
|
|
| Total
Value |
$4,628,943,415 |
|
|
|
|
|
|
|
|
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... |
2024-05-10 |
10,714,555 |
2024-05-10 |
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 :
1676 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 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 & CEOOfficer |
• • – |
2005-05-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
30,000,000 |
|
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-05-10 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,600 |
|
- |
|
| WFM |
Whole Foods Market Inc |
Director |
– • – |
2017-05-10 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
3,000 |
|
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-06-12 |
4 |
AS |
$203.58 |
$204 |
D/D |
(1) |
11,410,544 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-13 |
4/A |
AS |
$37.11 |
$223 |
D/D |
(6) |
29,730,664 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-07-22 |
4 |
AS |
$252.07 |
$3,781 |
D/D |
(15) |
18,360,519 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-22 |
4 |
AS |
$219.27 |
$4,385 |
D/D |
(20) |
12,242,543 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-02-24 |
4 |
AS |
$160.63 |
$5,301 |
D/D |
(33) |
20,803,463 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-06-17 |
4 |
AS |
$224.45 |
$10,263 |
D/D |
(45) |
12,423,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-06 |
4 |
AS |
$275.22 |
$12,385 |
D/D |
(45) |
10,934,621 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-10-03 |
4 |
AS |
$214.68 |
$10,949 |
D/D |
(51) |
12,223,200 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-23 |
4 |
AS |
$59.75 |
$3,466 |
D/D |
(58) |
27,351,312 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-02-05 |
4 |
AS |
$240.94 |
$21,926 |
D/D |
(91) |
19,115,436 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-06-03 |
4 |
AS |
$233.88 |
$22,920 |
D/D |
(98) |
18,605,478 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-08-11 |
4 |
AS |
$47.40 |
$4,693 |
D/D |
(99) |
26,291,702 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2008-07-09 |
4 |
AS |
$67.10 |
$6,710 |
D/D |
(100) |
27,546,826 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• – – |
2008-09-17 |
4 |
AS |
$59.08 |
$5,908 |
D/D |
(100) |
27,371,370 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2009-06-22 |
4 |
AS |
$39.36 |
$3,936 |
D/D |
(100) |
26,435,601 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-07 |
4 |
AS |
$47.67 |
$4,767 |
D/D |
(100) |
25,502,258 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-17 |
4 |
AS |
$137.84 |
$13,784 |
D/D |
(100) |
23,108,562 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-30 |
4 |
AS |
$151.42 |
$15,142 |
D/D |
(100) |
20,959,408 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-01-18 |
4 |
AS |
$295.19 |
$29,519 |
D/D |
(100) |
13,034,732 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-06 |
4 |
AS |
$251.71 |
$25,171 |
D/D |
(100) |
12,591,684 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-09-23 |
4 |
AS |
$216.17 |
$21,617 |
D/D |
(100) |
12,242,443 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-02-10 |
4 |
AS |
$238.13 |
$23,813 |
D/D |
(100) |
11,639,805 |
0 |
% |
|
1676 Records found
|
|
Page 1 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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