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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   •       •       •   2019-02-11 4 AS $125.81 $1,251,324 D/D (9,946) 22,463,926 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-19 4 AS $125.81 $1,019,963 D/D (8,098) 22,421,970 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   •       •       •   2019-02-27 4 AS $126.02 $1,159,261 D/D (9,173) 22,376,716 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-12 4 AS $126.03 $1,029,129 D/D (8,154) 22,455,772 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   •       •       •   2019-02-15 4 AS $126.22 $1,066,539 D/D (8,449) 22,430,068 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   •       •       •   2018-09-27 4 AS $126.32 $971,209 D/D (7,686) 23,043,535 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-14 4 AS $126.37 $990,263 D/D (7,836) 22,438,517 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   •       •       •   2019-02-13 4 AS $126.73 $1,195,141 D/D (9,419) 22,446,353 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-08 4 AS $126.78 $1,262,584 D/D (9,889) 23,495,509 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-01 4 AS $126.94 $1,920,473 D/D (14,979) 22,212,766 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   •       •       •   2019-04-09 4 AS $127.29 $1,095,211 D/D (8,600) 22,155,874 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-08 4 AS $127.35 $1,061,499 D/D (8,333) 22,164,474 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-10 4 AS $127.75 $951,545 D/D (7,400) 22,148,474 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-26 4 AS $127.78 $877,020 D/D (6,862) 23,051,221 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-05 4 AS $127.79 $1,144,403 D/D (8,946) 22,172,807 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-11 4 AS $128.45 $1,468,517 D/D (11,373) 23,484,136 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-02 4 AS $128.48 $1,908,142 D/D (14,846) 22,197,920 0 -
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   •       •       •   2019-04-04 4 AS $129.09 $640,201 D/D (4,948) 22,181,753 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-03 4 AS $129.19 $1,449,481 D/D (11,219) 22,186,701 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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