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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   •       •       •   2019-04-11 4 AS $128.92 $108,383 D/D (839) 22,147,635 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-01 4 AS $142.81 $1,088,515 D/D (7,621) 22,140,014 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-02 4 AS $141.45 $496,331 D/D (3,505) 22,136,509 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-03 4 AS $141.29 $1,392,340 D/D (9,824) 22,126,685 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-06 4 AS $141.04 $124,400 D/D (882) 22,125,803 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-07 4 AS $139.72 $204,411 D/D (1,463) 22,124,340 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-08 4 AS $137.55 $766,080 D/D (5,569) 22,118,771 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-09 4 AS $135.10 $46,610 D/D (345) 22,118,426 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-10 4 AS $131.85 $1,767,100 D/D (13,284) 22,105,142 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-14 4 AS $130.81 $1,106,856 D/D (8,318) 22,096,824 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-15 4 AS $132.30 $1,193,700 D/D (8,917) 22,087,907 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-16 4 AS $133.63 $1,194,931 D/D (8,900) 22,079,007 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-17 4 AS $133.70 $1,356,779 D/D (10,108) 22,068,899 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-20 4 AS $133.79 $1,177,307 D/D (8,772) 22,060,127 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-21 4 AS $133.59 $1,186,728 D/D (8,803) 22,051,324 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-22 4 AS $134.67 $1,456,774 D/D (10,679) 22,040,645 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-23 4 AS $135.40 $515,350 D/D (3,806) 22,036,839 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-24 4 AS $135.81 $1,260,444 D/D (9,252) 22,027,587 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-28 4 AS $136.01 $1,353,891 D/D (9,910) 22,017,677 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-29 4 AS $135.54 $1,425,887 D/D (10,362) 22,007,315 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-30 4 AS $138.59 $1,669,097 D/D (12,033) 21,995,282 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-31 4 AS $138.56 $1,355,035 D/D (9,745) 21,985,537 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-03 4 AS $139.58 $2,437,933 D/D (17,267) 21,968,270 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-04 4 AS $139.34 $1,409,660 D/D (10,049) 21,958,221 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-05 4 AS $141.36 $1,950,059 D/D (13,565) 21,944,656 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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