|
|
|
Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
|
|
Insider
Summary: |
|
|
|
Companies Owned : |
2 |
|
Direct
Shares |
10,516,912 |
|
Indirect Shares
|
4,902,663 |
|
|
Direct
Value |
$3,335,543,810 |
|
|
Indirect Value
|
$1,554,928,597 |
|
|
Total
Shares |
15,419,575 |
|
|
Total
Value |
$4,890,472,407 |
|
|
|
|
|
|
|
|
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... |
2024-09-10 |
10,516,912 |
2024-09-10 |
4,902,663 |
Premium* |
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
Records found :
1719 |
Free Registration Required For Full Results. Limit: 25
|
|
Download |
Page 39 of 69
|
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 |
|
2019-08-21 |
4 |
AS |
$156.07 |
$2,029,622 |
D/D |
(12,965) |
21,596,380 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-08-22 |
4 |
AS |
$155.29 |
$1,147,951 |
D/D |
(7,388) |
21,588,992 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-08-23 |
4 |
AS |
$154.70 |
$740,199 |
D/D |
(4,784) |
21,584,208 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-08-26 |
4 |
AS |
$153.84 |
$2,234,023 |
D/D |
(14,459) |
21,569,749 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-08-27 |
4 |
AS |
$157.01 |
$1,277,343 |
D/D |
(8,131) |
21,561,618 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-08-28 |
4 |
AS |
$157.09 |
$1,756,855 |
D/D |
(11,113) |
21,550,505 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-08-29 |
4 |
AS |
$159.00 |
$1,451,002 |
D/D |
(9,068) |
21,541,437 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-08-30 |
4 |
AS |
$160.62 |
$1,536,886 |
D/D |
(9,547) |
21,531,890 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-03 |
4 |
AS |
$160.91 |
$1,356,718 |
D/D |
(8,430) |
21,523,460 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-04 |
4 |
AS |
$160.37 |
$1,777,138 |
D/D |
(11,064) |
21,512,396 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-05 |
4 |
AS |
$159.48 |
$1,424,032 |
D/D |
(8,827) |
21,503,569 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-06 |
4 |
AS |
$161.12 |
$1,429,823 |
D/D |
(8,856) |
21,494,713 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-09 |
4 |
AS |
$160.25 |
$2,211,085 |
D/D |
(13,794) |
21,480,919 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-10 |
4 |
AS |
$159.60 |
$198,542 |
D/D |
(1,244) |
21,479,675 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-11 |
4 |
AS |
$157.20 |
$347,014 |
D/D |
(2,207) |
21,477,468 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-12 |
4 |
AS |
$155.89 |
$2,368,373 |
D/D |
(15,174) |
21,462,294 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-13 |
4 |
AS |
$155.39 |
$1,628,261 |
D/D |
(10,425) |
21,451,869 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-16 |
4 |
AS |
$154.66 |
$1,379,991 |
D/D |
(8,922) |
21,442,947 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-17 |
4 |
AS |
$155.01 |
$1,473,634 |
D/D |
(9,322) |
21,433,625 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-18 |
4 |
AS |
$158.98 |
$1,747,998 |
D/D |
(10,960) |
21,422,665 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-19 |
4 |
AS |
$158.36 |
$2,447,706 |
D/D |
(15,219) |
21,407,446 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-20 |
4 |
AS |
$160.30 |
$2,297,616 |
D/D |
(14,319) |
21,393,127 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-23 |
4 |
AS |
$157.61 |
$201,036 |
D/D |
(1,271) |
21,391,856 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-24 |
4 |
AS |
$154.98 |
$437,710 |
D/D |
(2,810) |
21,389,046 |
0 |
- |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2019-09-25 |
4 |
AS |
$150.59 |
$802,037 |
D/D |
(5,325) |
21,383,721 |
0 |
- |
|
1719 Records found
|
|
Page 39 of 69 |
|
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 |
|
|
|
|
|
|