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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 30 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   •       •       •   2018-05-24 4 AS $116.69 $1,463,702 D/D (12,462) 23,607,687 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-25 4 AS $117.39 $880,462 D/D (7,500) 23,600,187 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-29 4 AS $117.20 $1,393,132 D/D (11,857) 23,588,330 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-30 4 AS $118.91 $1,255,503 D/D (10,468) 23,577,862 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-31 4 AS $120.03 $1,035,436 D/D (8,621) 23,569,241 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-01 4 AS $120.38 $1,423,139 D/D (11,776) 23,557,465 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-04 4 AS $121.30 $1,481,513 D/D (12,037) 23,545,428 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-05 4 AS $123.66 $1,749,481 D/D (14,127) 23,531,301 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-06 4 AS $124.41 $1,681,196 D/D (13,501) 23,517,800 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-07 4 AS $125.01 $1,569,503 D/D (12,402) 23,505,398 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-08 4 AS $126.78 $1,262,584 D/D (9,889) 23,495,509 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-11 4 AS $128.45 $1,468,517 D/D (11,373) 23,484,136 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-12 4 AS $130.25 $1,961,482 D/D (15,039) 23,469,097 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-13 4 AS $132.39 $2,198,369 D/D (16,600) 23,452,497 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-14 4 AS $131.58 $2,174,889 D/D (16,469) 23,436,028 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-15 4 AS $131.09 $1,955,683 D/D (14,918) 23,421,110 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-18 4 AS $130.04 $967,014 D/D (7,436) 23,413,674 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-19 4 AS $129.49 $1,981,045 D/D (15,195) 23,398,479 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-01 4 AS $131.26 $1,119,516 D/D (8,510) 23,389,970 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-02 4 AS $130.95 $1,162,412 D/D (8,852) 23,381,118 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-03 4 AS $130.24 $837,590 D/D (6,431) 23,374,687 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-06 4 AS $130.90 $1,472,901 D/D (11,233) 23,363,454 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-07 4 AS $132.28 $1,412,959 D/D (10,650) 23,352,804 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-08 4 AS $132.82 $1,711,736 D/D (12,834) 23,339,970 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-09 4 AS $134.45 $1,469,510 D/D (10,920) 23,329,050 0 -
  1684  Records found
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  Page 30 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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