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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      


Morningstar Inc $3,176,856,787 Morningstar Inc $3,176,856,787
 


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*  
* Premium Members only  

Records found :    1684         Free Registration Required For Full Results.    Limit: 25

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  Page 10 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 Executive Chairman   •       •       •   2022-05-25 4 AS $240.60 $2,548,815 D/D (10,377) 12,498,651 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-09 4 AS $234.84 $118,125 D/D (503) 12,500,908 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-08 4 AS $230.70 $2,313,295 D/D (9,889) 12,501,411 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-23 4 AS $243.63 $2,620,562 D/D (10,627) 12,509,028 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-07 4 AS $231.08 $547,209 D/D (2,365) 12,511,300 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-04 4 AS $228.89 $2,435,462 D/D (10,560) 12,513,665 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-20 4 AS $237.83 $2,439,800 D/D (10,129) 12,519,655 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-19 4 AS $230.31 $2,797,821 D/D (11,846) 12,529,784 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-17 4 AS $240.35 $2,765,612 D/D (11,418) 12,541,630 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-16 4 AS $242.19 $193,755 D/D (800) 12,553,048 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-13 4 AS $236.14 $3,481,919 D/D (14,500) 12,553,848 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-12 4 AS $233.19 $1,716,749 D/D (7,345) 12,568,348 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-11 4 AS $238.00 $863,236 D/D (3,606) 12,575,693 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-10 4 AS $233.60 $2,934,455 D/D (12,385) 12,579,299 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   •       •       •   2022-05-03 4 AS $252.11 $3,339,431 D/D (13,100) 12,600,791 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-02 4 AS $252.51 $2,352,428 D/D (9,309) 12,613,891 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-04-04 4 AS $269.74 $4,121,182 D/D (15,077) 12,623,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-04-01 4 AS $272.31 $599,722 D/D (2,200) 12,638,277 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-31 4 AS $278.30 $1,035,032 D/D (3,707) 12,640,477 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-30 4 AS $279.12 $3,814,731 D/D (13,614) 12,644,184 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-29 4 AS $277.04 $4,520,830 D/D (16,172) 12,657,798 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-28 4 AS $268.42 $2,440,769 D/D (8,976) 12,673,970 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-25 4 AS $268.04 $2,695,775 D/D (10,050) 12,682,946 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-24 4 AS $268.32 $3,071,148 D/D (11,429) 12,692,996 0 %
  1684  Records found
  1   2   3   4   5   6   7   8   9   10  11   12   13   14   15   16   17   18   19   20   21   22   23   24   25   26   27   28   29   30   31   32   33   34   35   36   37   38   39   40   41   42   43   44   45   46   47   48   49   50   51   52   53   54   55   56   57   58   59   60   61   62   63   64   65   66   67   68      
  Page 10 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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