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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 33 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   •       •       •   2018-11-15 4 AS $120.09 $1,045,066 D/D (8,646) 22,911,630 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-16 4 AS $121.47 $957,227 D/D (7,863) 22,903,767 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-16 4 GD $0.00 $0 D/D 73,000 22,818,341 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-19 4 AS $120.51 $51,216 D/D (425) 22,903,342 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   •       •       •   2018-11-21 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   •       •       •   2018-11-26 4 AS $114.88 $869,574 D/D (7,507) 22,810,834 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   •       •       •   2018-11-28 4 AS $115.09 $1,281,900 D/D (10,875) 22,791,323 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   •       •       •   2018-11-30 4 AS $118.61 $795,690 D/D (6,705) 22,774,810 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   •       •       •   2018-12-04 4 AS $118.14 $224,475 D/D (1,900) 22,762,648 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   •       •       •   2018-12-07 4 AS $115.84 $1,072,053 D/D (9,255) 22,744,997 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   •       •       •   2018-12-11 4 AS $112.03 $1,091,877 D/D (9,707) 22,734,867 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   •       •       •   2018-12-14 4 AS $114.40 $1,579,016 D/D (13,726) 22,698,736 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   •       •       •   2018-12-18 4 AS $112.80 $1,527,731 D/D (13,511) 22,677,771 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   •       •       •   2018-12-20 4 AS $111.19 $331,162 D/D (2,975) 22,662,035 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 33 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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