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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   •       •       •   2020-04-13 4 AS $123.65 $294,167 D/D (2,371) 20,502,430 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-05 4 AS $123.66 $1,749,481 D/D (14,127) 23,531,301 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-05 4 AS $123.66 $396,325 D/D (3,205) 22,356,148 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-06 4 AS $123.88 $1,239,091 D/D (9,994) 22,961,873 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   •       •       •   2018-11-12 4 AS $124.08 $816,050 D/D (6,573) 22,928,059 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   •       •       •   2019-02-05 4 AS $124.30 $1,431,126 D/D (11,442) 22,504,197 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-09 4 AS $124.36 $1,671,888 D/D (13,408) 22,934,632 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-06 4 AS $124.41 $1,681,196 D/D (13,501) 23,517,800 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-13 4/A AS $124.42 $160,380 D/D (1,289) 20,502,430 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-04 4 AS $124.49 $809,762 D/D (6,498) 22,359,353 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   •       •       •   2019-03-29 4 AS $124.50 $1,301,382 D/D (10,414) 22,227,745 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   •       •       •   2019-02-08 4 AS $124.63 $1,119,631 D/D (8,963) 22,473,872 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-20 4 AS $124.73 $1,173,953 D/D (9,392) 22,412,578 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   •       •       •   2018-06-07 4 AS $125.01 $1,569,503 D/D (12,402) 23,505,398 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-08 4 AS $125.08 $734,435 D/D (5,830) 22,948,040 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-07 4 AS $125.11 $1,005,795 D/D (8,003) 22,953,870 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   •       •       •   2018-10-01 4 AS $125.13 $1,052,803 D/D (8,407) 23,025,190 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-21 4 AS $125.49 $1,260,050 D/D (9,942) 22,402,636 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-28 4 AS $125.77 $1,256,919 D/D (9,938) 23,033,597 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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