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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 34 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   •       •       •   2018-12-17 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 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-21 4 AS $108.24 $612,676 D/D (5,653) 22,656,382 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-24 4 AS $106.45 $923,199 D/D (8,648) 22,647,734 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-26 4 AS $106.26 $1,401,900 D/D (13,060) 22,634,674 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-27 4 AS $108.87 $1,089,371 D/D (9,989) 22,624,685 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-28 4 AS $109.78 $1,250,257 D/D (11,374) 22,613,311 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-31 4 AS $109.45 $1,180,639 D/D (10,781) 22,602,530 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-02 4 AS $109.22 $571,109 D/D (5,226) 22,597,304 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-03 4 AS $107.92 $1,387,530 D/D (12,843) 22,584,461 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-04 4 AS $107.70 $1,217,541 D/D (11,173) 22,573,288 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-07 4 AS $108.26 $943,257 D/D (8,700) 22,564,588 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-08 4 AS $108.11 $1,009,266 D/D (9,304) 22,555,284 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-09 4 AS $108.85 $1,564,741 D/D (14,360) 22,540,924 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-10 4 AS $109.01 $1,070,622 D/D (9,821) 22,531,103 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-11 4 AS $108.68 $611,163 D/D (5,623) 22,525,480 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-01 4 AS $123.44 $203,674 D/D (1,650) 22,523,830 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-04 4 AS $122.23 $1,005,360 D/D (8,191) 22,515,639 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-05 4 AS $124.30 $1,431,126 D/D (11,442) 22,504,197 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-06 4 AS $125.12 $1,244,633 D/D (9,946) 22,494,251 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-07 4 AS $124.50 $1,422,270 D/D (11,416) 22,482,835 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-08 4 AS $124.63 $1,119,631 D/D (8,963) 22,473,872 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-11 4 AS $125.81 $1,251,324 D/D (9,946) 22,463,926 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 34 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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