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Insider
Information: |
Mansueto Joseph D |
Relationship: |
Director |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
10,516,912 |
|
Indirect Shares
|
4,902,663 |
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|
Direct
Value |
$3,335,543,810 |
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Indirect Value
|
$1,554,928,597 |
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Total
Shares |
15,419,575 |
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Total
Value |
$4,890,472,407 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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Records found :
1719 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 67 of 69
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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 |
|
2024-02-23 |
4 |
AS |
$282.10 |
$3,771,159 |
D/D |
(12,650) |
10,859,171 |
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 |
|
2024-02-27 |
4 |
AS |
$294.86 |
$3,250,599 |
D/D |
(11,024) |
10,841,949 |
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 |
|
2024-02-29 |
4 |
AS |
$298.42 |
$1,313,427 |
D/D |
(4,398) |
10,827,616 |
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 |
|
2024-03-04 |
4 |
AS |
$299.64 |
$2,989,596 |
D/D |
(9,861) |
10,811,730 |
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 |
|
2024-03-06 |
4 |
AS |
$305.45 |
$3,085,889 |
D/D |
(9,982) |
10,790,031 |
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 |
|
2024-03-08 |
4 |
AS |
$310.27 |
$1,454,252 |
D/D |
(4,675) |
10,776,823 |
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 |
|
2024-03-12 |
4 |
AS |
$305.10 |
$2,650,789 |
D/D |
(8,614) |
10,766,912 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-01 |
4 |
AS |
$282.95 |
$2,386,975 |
D/D |
(8,325) |
10,758,587 |
0 |
% |
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MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-02 |
4 |
AS |
$287.66 |
$2,414,015 |
D/D |
(8,321) |
10,750,266 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-03 |
4 |
AS |
$291.74 |
$2,635,502 |
D/D |
(8,954) |
10,741,312 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-06 |
4 |
AS |
$295.62 |
$2,233,078 |
D/D |
(7,486) |
10,733,826 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-06 |
4 |
AS |
$300.02 |
$84,005 |
D/D |
(280) |
10,726,068 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-07 |
4 |
AS |
$298.39 |
$2,206,505 |
D/D |
(7,344) |
10,726,482 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-08 |
4 |
AS |
$299.82 |
$40,257 |
D/D |
(134) |
10,726,348 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-09 |
4 |
AS |
$295.94 |
$1,918,697 |
D/D |
(6,450) |
10,719,618 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-10 |
4 |
AS |
$298.66 |
$1,513,978 |
D/D |
(5,063) |
10,714,555 |
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 |
Executive Chairman |
|
2024-05-14 |
4 |
AS |
$295.81 |
$1,387,467 |
D/D |
(4,681) |
10,708,316 |
0 |
% |
|
MORN |
Morningstar Inc |
Executive Chairman |
|
2024-05-15 |
4 |
AS |
$297.25 |
$1,446,501 |
D/D |
(4,804) |
10,703,512 |
0 |
% |
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1719 Records found
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Page 67 of 69 |
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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 |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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