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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,725    

Indirect Shares

   4,902,663      
Direct Value   $3,114,627,577    

Indirect Value

   $1,431,283,436      
Total Shares   15,571,388      
Total Value   $4,545,911,013      


Morningstar Inc $3,114,627,577 Morningstar Inc $3,114,627,577
 


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... 2024-05-24 10,668,725 2024-05-24 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1686         Free Registration Required For Full Results.    Limit: 25

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  Page 14 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   •       •       •   2021-11-17 4 AS $320.74 $1,687,511 D/D (5,258) 13,375,993 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-16 4 AS $315.39 $3,069,815 D/D (9,600) 13,381,251 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-15 4 AS $315.92 $781,168 D/D (2,462) 13,390,851 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-12 4 AS $314.10 $2,829,109 D/D (8,915) 13,393,313 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-11 4 AS $312.84 $3,373,290 D/D (10,730) 13,402,228 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-10 4 AS $311.59 $2,971,184 D/D (9,509) 13,412,958 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-09 4 AS $311.49 $2,101,356 D/D (6,739) 13,422,467 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-08 4 AS $312.13 $1,495,918 D/D (4,792) 13,429,206 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-05 4 AS $313.61 $695,864 D/D (2,213) 13,433,998 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-04 4 AS $310.15 $2,790,429 D/D (8,894) 13,436,211 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-03 4 AS $310.98 $1,788,534 D/D (5,751) 13,445,105 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-02 4 AS $315.13 $1,015,642 D/D (3,212) 13,450,856 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-01 4 AS $315.82 $888,127 D/D (2,812) 13,454,068 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-18 4 AS $274.47 $1,023,019 D/D (3,719) 13,456,880 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-15 4 AS $273.43 $2,025,892 D/D (7,400) 13,460,599 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-14 4 AS $269.04 $2,036,626 D/D (7,509) 13,467,999 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-13 4 AS $267.14 $2,218,014 D/D (8,292) 13,475,508 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-12 4 AS $269.58 $1,567,666 D/D (4,526) 13,483,800 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-11 4 AS $272.48 $1,242,104 D/D (4,547) 13,488,326 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-08 4 AS $271.89 $2,891,506 D/D (10,593) 13,492,873 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-07 4 AS $268.22 $2,991,403 D/D (11,036) 13,503,466 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-06 4 AS $262.51 $2,116,705 D/D (7,996) 13,514,502 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-05 4 AS $255.34 $2,690,702 D/D (10,322) 13,522,498 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-01 4 AS $258.66 $2,572,370 D/D (9,880) 13,532,820 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-30 4 AS $263.09 $676,922 D/D (2,550) 13,542,700 0 %
  1686  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 14 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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