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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   •       •       •   2018-11-30 4 AS $118.61 $795,690 D/D (6,705) 22,774,810 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-29 4 AS $118.32 $1,168,585 D/D (9,808) 22,781,515 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-28 4 AS $115.09 $1,281,900 D/D (10,875) 22,791,323 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-27 4 AS $115.29 $995,753 D/D (8,636) 22,802,198 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-26 4 AS $114.88 $869,574 D/D (7,507) 22,810,834 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-16 4 GD $0.00 $0 D/D 73,000 22,818,341 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-23 4 AS $115.29 $544,165 D/D (4,720) 22,891,341 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-21 4 AS $115.27 $816,383 D/D (7,025) 22,896,061 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-20 4 AS $117.03 $30,010 D/D (256) 22,903,086 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-19 4 AS $120.51 $51,216 D/D (425) 22,903,342 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-16 4 AS $121.47 $957,227 D/D (7,863) 22,903,767 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-15 4 AS $120.09 $1,045,066 D/D (8,646) 22,911,630 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   •       •       •   2018-11-09 4 AS $124.36 $1,671,888 D/D (13,408) 22,934,632 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   •       •       •   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   •       •       •   2018-11-02 4 AS $124.18 $1,056,994 D/D (8,508) 22,980,488 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   •       •       •   2018-10-09 4 AS $115.49 $819,446 D/D (7,091) 22,998,480 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-08 4 AS $117.09 $268,955 D/D (2,297) 23,005,571 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-05 4 AS $118.60 $415,329 D/D (3,502) 23,007,868 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-04 4 AS $121.07 $25,666 D/D (212) 23,011,370 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-03 4 AS $121.73 $1,621,833 D/D (13,268) 23,011,582 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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