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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 16 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   •       •       •   2021-08-20 4 AS $261.39 $2,316,432 D/D (8,834) 18,234,902 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-19 4 AS $257.77 $2,792,984 D/D (10,764) 18,243,736 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-18 4 AS $263.33 $92,166 D/D (350) 18,254,500 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-17 4 AS $265.89 $1,350,385 D/D (5,075) 18,254,850 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-16 4 AS $260.06 $2,787,791 D/D (10,505) 18,259,925 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-13 4 AS $260.30 $1,878,195 D/D (7,209) 18,270,430 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-12 4 AS $260.59 $1,752,825 D/D (6,726) 18,277,639 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-11 4 AS $260.93 $1,947,932 D/D (7,455) 18,284,365 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-10 4 AS $263.76 $546,132 D/D (2,066) 18,291,820 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-09 4 AS $260.34 $2,434,031 D/D (9,251) 18,293,886 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-06 4 AS $260.77 $2,407,918 D/D (9,218) 18,303,137 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-05 4 AS $265.20 $79,768 D/D (300) 18,312,355 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-04 4 AS $261.53 $4,204,834 D/D (15,722) 18,312,655 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-03 4 AS $257.58 $3,328,707 D/D (12,757) 18,328,377 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-02 4 AS $253.04 $4,043,770 D/D (15,746) 18,341,134 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-23 4 AS $247.15 $906,325 D/D (3,639) 18,356,880 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-22 4 AS $252.07 $3,781 D/D (15) 18,360,519 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-21 4 AS $251.67 $2,210,977 D/D (8,745) 18,360,534 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-20 4 AS $245.86 $2,703,685 D/D (10,781) 18,369,279 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-16 4 AS $246.91 $2,528,330 D/D (10,203) 18,380,060 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-15 4 AS $248.03 $115,333 D/D (465) 18,390,263 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-14 4 AS $249.93 $63,233 D/D (253) 18,390,728 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-13 4 AS $252.56 $389,193 D/D (1,541) 18,390,981 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-12 4 AS $252.48 $1,832,617 D/D (7,249) 18,392,522 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-09 4 AS $252.08 $1,974,814 D/D (7,829) 18,399,771 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 16 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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