| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,766,912 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,082,459,236 |
|
|
|
Indirect Value
|
$1,403,583,390 |
|
|
| Total
Shares |
15,669,575 |
|
|
| Total
Value |
$4,486,042,627 |
|
|
|
|
|
|
|
|
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... |
2024-03-12 |
10,766,912 |
2024-03-12 |
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 |
• • • |
2024-03-12 |
4 |
AS |
$305.10 |
$2,650,789 |
D/D |
(8,614) |
10,766,912 |
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 |
Executive Chairman |
• • • |
2024-03-08 |
4 |
AS |
$310.27 |
$1,454,252 |
D/D |
(4,675) |
10,776,823 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-07 |
4 |
AS |
$310.17 |
$2,659,946 |
D/D |
(8,533) |
10,781,498 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-06 |
4 |
AS |
$305.45 |
$3,085,889 |
D/D |
(9,982) |
10,790,031 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-05 |
4 |
AS |
$302.83 |
$3,559,458 |
D/D |
(11,717) |
10,800,013 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-04 |
4 |
AS |
$299.64 |
$2,989,596 |
D/D |
(9,861) |
10,811,730 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-03-01 |
4 |
AS |
$298.09 |
$1,797,718 |
D/D |
(6,025) |
10,821,591 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-29 |
4 |
AS |
$298.42 |
$1,313,427 |
D/D |
(4,398) |
10,827,616 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-28 |
4 |
AS |
$294.95 |
$2,950,114 |
D/D |
(9,935) |
10,832,014 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-27 |
4 |
AS |
$294.86 |
$3,250,599 |
D/D |
(11,024) |
10,841,949 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-26 |
4 |
AS |
$298.12 |
$1,851,973 |
D/D |
(6,198) |
10,852,973 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-23 |
4 |
AS |
$282.10 |
$3,771,159 |
D/D |
(12,650) |
10,859,171 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-22 |
4 |
AS |
$274.09 |
$3,242,941 |
D/D |
(11,742) |
10,871,821 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-21 |
4 |
AS |
$272.65 |
$1,021,904 |
D/D |
(3,748) |
10,883,563 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-20 |
4 |
AS |
$273.07 |
$1,140,340 |
D/D |
(4,176) |
10,887,311 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-16 |
4 |
AS |
$277.60 |
$379,483 |
D/D |
(1,367) |
10,891,487 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-15 |
4 |
AS |
$276.81 |
$1,906,400 |
D/D |
(6,863) |
10,892,854 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-14 |
4 |
AS |
$273.60 |
$2,481,502 |
D/D |
(8,993) |
10,899,717 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-12 |
4 |
AS |
$281.39 |
$2,110,273 |
D/D |
(7,481) |
10,908,710 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-09 |
4 |
AS |
$276.40 |
$2,137,018 |
D/D |
(7,668) |
10,916,191 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-08 |
4 |
AS |
$277.57 |
$914,050 |
D/D |
(3,292) |
10,923,859 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2024-02-07 |
4 |
AS |
$273.87 |
$2,070,939 |
D/D |
(7,470) |
10,927,151 |
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 |
• • • |
2024-02-05 |
4 |
AS |
$276.97 |
$27,697 |
D/D |
(100) |
10,934,666 |
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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