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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   •       •       •   2018-05-04 4 AS $107.31 $1,351,514 D/D (12,565) 23,758,947 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-03 4 AS $107.36 $895,802 D/D (8,344) 23,771,512 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-07 4 AS $107.64 $1,111,613 D/D (10,279) 23,748,668 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-04 4 AS $107.70 $1,217,541 D/D (11,173) 22,573,288 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-24 4 AS $107.84 $1,610,521 D/D (14,415) 20,634,379 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-03 4 AS $107.92 $1,387,530 D/D (12,843) 22,584,461 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-17 4 AS $108.04 $2,521,274 D/D (21,606) 20,688,404 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-08 4 AS $108.11 $1,009,266 D/D (9,304) 22,555,284 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-21 4 AS $108.24 $612,676 D/D (5,653) 22,656,382 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-07 4 AS $108.26 $943,257 D/D (8,700) 22,564,588 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-01 4 AS $108.29 $1,328,755 D/D (12,214) 23,786,265 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-08 4 AS $108.31 $1,291,054 D/D (11,792) 23,736,876 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-02 4 AS $108.56 $695,784 D/D (6,409) 23,779,856 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-11 4 AS $108.68 $611,163 D/D (5,623) 22,525,480 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-09 4 AS $108.85 $1,564,741 D/D (14,360) 22,540,924 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-27 4 AS $108.87 $1,089,371 D/D (9,989) 22,624,685 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-10 4 AS $109.01 $1,070,622 D/D (9,821) 22,531,103 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-20 4 AS $109.16 $774,805 D/D (6,990) 20,665,827 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-02 4 AS $109.22 $571,109 D/D (5,226) 22,597,304 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-31 4 AS $109.45 $1,180,639 D/D (10,781) 22,602,530 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-09 4 AS $109.71 $975,674 D/D (8,846) 23,728,030 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-28 4 AS $109.78 $1,250,257 D/D (11,374) 22,613,311 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-06 4 AS $110.83 $1,776,937 D/D (15,574) 20,542,320 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-10 4 AS $111.18 $1,236,264 D/D (11,117) 23,716,913 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-20 4 AS $111.19 $331,162 D/D (2,975) 22,662,035 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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