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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   •       •       •   2018-10-09 4 AS $115.49 $819,446 D/D (7,091) 22,998,480 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-01 4 AS $115.56 $1,239,943 D/D (10,725) 20,560,842 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-07 4 AS $115.84 $1,072,053 D/D (9,255) 22,744,997 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-23 4 AS $115.88 $1,567,411 D/D (13,505) 23,620,149 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-30 4 AS $116.58 $1,278,815 D/D (10,928) 20,582,183 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-06 4 AS $116.60 $978,961 D/D (8,396) 22,754,252 0 -
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   •       •       •   2020-03-31 4 AS $116.69 $1,239,159 D/D (10,616) 20,571,567 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-26 4 AS $117.01 $1,791,426 D/D (15,082) 20,603,845 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-20 4 AS $117.03 $30,010 D/D (256) 22,903,086 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   •       •       •   2018-05-29 4 AS $117.20 $1,393,132 D/D (11,857) 23,588,330 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-07 4 AS $117.29 $1,600,329 D/D (13,333) 20,528,987 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   •       •       •   2018-12-03 4 AS $117.80 $1,217,003 D/D (10,262) 22,764,548 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-27 4 AS $117.83 $1,282,074 D/D (10,734) 20,593,111 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-04 4 AS $118.14 $224,475 D/D (1,900) 22,762,648 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-29 4 AS $118.32 $1,168,585 D/D (9,808) 22,781,515 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   •       •       •   2018-11-30 4 AS $118.61 $795,690 D/D (6,705) 22,774,810 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-08 4 AS $118.72 $1,438,921 D/D (11,798) 20,517,189 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   •       •       •   2019-03-14 4 AS $119.17 $1,320,634 D/D (11,082) 22,310,842 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-12 4 AS $119.60 $460,583 D/D (3,849) 22,329,988 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-13 4 AS $119.65 $964,892 D/D (8,064) 22,321,924 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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