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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 35 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   •       •       •   2019-02-21 4 AS $125.49 $1,260,050 D/D (9,942) 22,402,636 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-22 4 AS $126.26 $73,545 D/D (582) 22,402,054 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-25 4 AS $126.18 $1,123,490 D/D (8,857) 22,393,197 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-26 4 AS $127.01 $928,235 D/D (7,308) 22,385,889 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-27 4 AS $126.02 $1,159,261 D/D (9,173) 22,376,716 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-28 4 AS $126.39 $1,054,760 D/D (8,345) 22,368,371 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-01 4 AS $125.91 $317,285 D/D (2,520) 22,365,851 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   •       •       •   2019-03-05 4 AS $123.66 $396,325 D/D (3,205) 22,356,148 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-06 4 AS $121.79 $840,488 D/D (6,900) 22,349,248 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-07 4 AS $121.43 $446,123 D/D (3,674) 22,345,574 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-08 4 AS $120.16 $327,685 D/D (2,727) 22,342,847 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-11 4 AS $119.78 $1,081,381 D/D (9,010) 22,333,837 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 -
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   •       •       •   2019-03-15 4 AS $120.12 $1,254,988 D/D (10,448) 22,300,394 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-18 4 AS $120.70 $1,076,009 D/D (8,826) 22,291,568 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-19 4 AS $122.00 $1,156,552 D/D (9,475) 22,282,093 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-20 4 AS $121.98 $1,030,732 D/D (8,446) 22,295,802 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-21 4 AS $121.75 $1,284,762 D/D (10,521) 22,285,281 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-22 4 AS $121.32 $849,971 D/D (7,005) 22,278,276 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-25 4 AS $120.88 $1,504,133 D/D (12,427) 22,265,849 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-26 4 AS $121.43 $1,358,444 D/D (11,104) 22,254,745 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-27 4 AS $122.34 $826,989 D/D (6,759) 22,247,986 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 35 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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