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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 31 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   •       •       •   2018-08-06 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 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-10 4 AS $133.51 $722,402 D/D (5,411) 23,323,639 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-13 4 AS $132.43 $1,297,415 D/D (9,793) 23,313,846 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-14 4 AS $133.27 $1,480,049 D/D (11,093) 23,302,753 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-15 4 AS $133.69 $1,191,859 D/D (8,914) 23,293,839 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-16 4 AS $134.62 $1,710,772 D/D (12,660) 23,281,179 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-17 4 AS $135.15 $1,648,259 D/D (12,124) 23,269,055 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-20 4 AS $136.72 $1,284,826 D/D (9,393) 23,259,662 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-21 4 AS $136.95 $1,245,063 D/D (9,045) 23,250,617 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-22 4 AS $136.94 $1,237,956 D/D (9,039) 23,241,578 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-23 4 AS $136.36 $1,543,638 D/D (11,232) 23,230,346 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-24 4 AS $137.31 $1,528,837 D/D (11,134) 23,219,212 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-27 4 AS $137.17 $1,188,540 D/D (8,607) 23,210,605 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-28 4 AS $138.89 $1,257,695 D/D (9,023) 23,201,582 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-29 4 AS $139.46 $1,103,375 D/D (7,900) 23,193,682 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-30 4 AS $138.96 $870,727 D/D (6,266) 23,187,416 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-31 4 AS $138.40 $2,251,240 D/D (16,060) 23,171,356 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-04 4 AS $142.03 $1,412,076 D/D (9,932) 23,161,424 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-05 4 AS $141.28 $846,094 D/D (5,988) 23,155,436 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-06 4 AS $141.47 $1,141,289 D/D (8,049) 23,147,387 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-07 4 AS $141.84 $593,046 D/D (4,178) 23,143,209 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-10 4 AS $139.46 $1,410,016 D/D (10,108) 23,133,101 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 31 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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