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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 28 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   •       •       •   2019-12-11 4 AS $151.55 $1,335,012 D/D (8,808) 21,072,135 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-10 4 AS $152.57 $498,459 D/D (3,267) 21,080,943 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-09 4 AS $153.66 $1,267,183 D/D (8,246) 21,084,210 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-06 4 AS $154.59 $1,661,379 D/D (10,747) 21,092,456 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-05 4 AS $154.09 $1,308,354 D/D (8,476) 21,103,203 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-04 4 AS $153.93 $1,249,702 D/D (8,091) 21,111,679 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-03 4 AS $154.75 $1,757,801 D/D (11,359) 21,119,770 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-02 4 AS $156.56 $85,253 D/D (544) 21,131,129 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-29 4 AS $157.07 $1,303,093 D/D (8,294) 21,131,673 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-27 4/A AS $156.47 $1,280,113 D/D (8,130) 21,139,967 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-26 4 AS $156.71 $1,579,165 D/D (10,042) 21,148,097 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-25 4 AS $155.61 $1,271,370 D/D (8,097) 21,158,139 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-22 4 AS $155.28 $1,534,739 D/D (9,884) 21,166,236 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-21 4 AS $155.99 $482,511 D/D (3,092) 21,176,120 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-20 4 AS $157.30 $2,084,281 D/D (13,177) 21,179,212 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-19 4 AS $155.76 $2,251,411 D/D (14,360) 21,192,389 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-18 4 AS $155.18 $1,288,203 D/D (8,296) 21,206,749 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-15 4 AS $155.55 $1,378,044 D/D (8,859) 21,215,045 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-14 4 AS $155.69 $1,356,304 D/D (8,702) 21,223,904 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-13 4 AS $156.09 $1,844,028 D/D (11,767) 21,232,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-12 4 AS $155.51 $1,543,462 D/D (9,920) 21,244,373 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-11 4 AS $153.66 $1,552,935 D/D (9,988) 21,254,293 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-08 4 AS $158.09 $277,736 D/D (1,756) 21,264,281 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-07 4 AS $160.86 $1,094,252 D/D (6,793) 21,266,037 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-06 4 AS $161.13 $1,780,136 D/D (11,048) 21,272,830 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 28 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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