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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,687,931    

Indirect Shares

   4,902,663      
Direct Value   $3,197,615,197    

Indirect Value

   $1,466,778,716      
Total Shares   15,590,594      
Total Value   $4,664,393,913      


Morningstar Inc $3,197,615,197 Morningstar Inc $3,197,615,197
 


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... 2024-05-20 10,687,931 2024-05-20 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1682         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   •       •       •   2018-05-11 4 AS $111.30 $876,090 D/D (7,862) 23,709,051 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-03 4 AS $111.54 $125,029 D/D (1,116) 20,557,894 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-19 4 AS $111.77 $1,440,614 D/D (12,761) 22,665,010 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-14 4 AS $111.88 $1,096,598 D/D (9,800) 23,699,251 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-11 4 AS $112.03 $1,091,877 D/D (9,707) 22,734,867 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-15 4 AS $112.22 $984,599 D/D (8,734) 23,690,517 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-18 4 AS $112.80 $1,527,731 D/D (13,511) 22,677,771 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-16 4 AS $112.83 $1,210,334 D/D (10,610) 23,679,907 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-12 4 AS $113.16 $1,225,756 D/D (10,778) 22,724,089 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-13 4 AS $113.27 $1,327,784 D/D (11,627) 22,712,462 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-17 4 AS $113.80 $848,381 D/D (7,454) 22,691,282 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-25 4 AS $114.33 $1,859,430 D/D (15,452) 20,618,927 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-18 4 AS $114.36 $1,500,045 D/D (13,111) 23,657,007 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-14 4 AS $114.40 $1,579,016 D/D (13,726) 22,698,736 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-17 4 AS $114.43 $1,122,671 D/D (9,789) 23,670,118 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-13 4 AS $114.49 $2,463,198 D/D (20,985) 20,710,010 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-10 4 AS $114.61 $48,481 D/D (423) 22,744,574 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-26 4 AS $114.88 $869,574 D/D (7,507) 22,810,834 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-28 4 AS $115.09 $1,281,900 D/D (10,875) 22,791,323 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-21 4 AS $115.11 $1,287,106 D/D (11,153) 23,645,854 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-02 4 AS $115.18 $211,480 D/D (1,832) 20,559,010 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-21 4 AS $115.27 $816,383 D/D (7,025) 22,896,061 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-23 4 AS $115.29 $544,165 D/D (4,720) 22,891,341 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-27 4 AS $115.29 $995,753 D/D (8,636) 22,802,198 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-22 4 AS $115.46 $1,409,650 D/D (12,200) 23,633,654 0 -
  1682  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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