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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 32 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   •       •       •   2018-09-11 4 AS $138.77 $486,927 D/D (3,509) 23,129,592 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-12 4 AS $137.63 $785,171 D/D (5,705) 23,123,887 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-13 4 AS $137.25 $898,683 D/D (6,539) 23,117,348 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-14 4 AS $136.49 $1,203,936 D/D (8,686) 23,108,662 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-17 4 AS $137.84 $13,784 D/D (100) 23,108,562 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-18 4 AS $131.51 $1,492,783 D/D (11,347) 23,097,215 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-19 4 AS $130.80 $1,021,127 D/D (7,803) 23,089,412 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-20 4 AS $131.02 $1,060,953 D/D (8,093) 23,081,319 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-21 4 AS $131.13 $1,243,639 D/D (9,483) 23,071,836 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-24 4 AS $130.95 $1,505,817 D/D (11,412) 23,060,424 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-25 4 AS $130.47 $305,686 D/D (2,341) 23,058,083 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-26 4 AS $127.78 $877,020 D/D (6,862) 23,051,221 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-27 4 AS $126.32 $971,209 D/D (7,686) 23,043,535 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-28 4 AS $125.77 $1,256,919 D/D (9,938) 23,033,597 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-01 4 AS $125.13 $1,052,803 D/D (8,407) 23,025,190 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-02 4 AS $124.91 $42,470 D/D (340) 23,024,850 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-03 4 AS $121.73 $1,621,833 D/D (13,268) 23,011,582 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-04 4 AS $121.07 $25,666 D/D (212) 23,011,370 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-05 4 AS $118.60 $415,329 D/D (3,502) 23,007,868 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-08 4 AS $117.09 $268,955 D/D (2,297) 23,005,571 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-09 4 AS $115.49 $819,446 D/D (7,091) 22,998,480 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-01 4 AS $124.51 $1,181,481 D/D (9,484) 22,988,996 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-02 4 AS $124.18 $1,056,994 D/D (8,508) 22,980,488 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-05 4 AS $123.98 $1,071,725 D/D (8,621) 22,971,867 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-06 4 AS $123.88 $1,239,091 D/D (9,994) 22,961,873 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 32 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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