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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 36 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   •       •       •   2019-03-20 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 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-28 4 AS $121.99 $1,214,141 D/D (9,827) 22,238,159 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   •       •       •   2019-04-01 4 AS $126.94 $1,920,473 D/D (14,979) 22,212,766 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   •       •       •   2019-04-03 4 AS $129.19 $1,449,481 D/D (11,219) 22,186,701 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   •       •       •   2019-04-05 4 AS $127.79 $1,144,403 D/D (8,946) 22,172,807 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   •       •       •   2019-04-09 4 AS $127.29 $1,095,211 D/D (8,600) 22,155,874 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   •       •       •   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 -
  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 36 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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