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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   •       •       •   2018-06-19 4 AS $129.49 $1,981,045 D/D (15,195) 23,398,479 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-18 4 AS $130.04 $967,014 D/D (7,436) 23,413,674 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-03 4 AS $130.24 $837,590 D/D (6,431) 23,374,687 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-12 4 AS $130.25 $1,961,482 D/D (15,039) 23,469,097 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-25 4 AS $130.47 $305,686 D/D (2,341) 23,058,083 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-19 4 AS $130.80 $1,021,127 D/D (7,803) 23,089,412 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   •       •       •   2018-08-06 4 AS $130.90 $1,472,901 D/D (11,233) 23,363,454 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-02 4 AS $130.95 $1,162,412 D/D (8,852) 23,381,118 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-24 4 AS $130.95 $1,505,817 D/D (11,412) 23,060,424 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-20 4 AS $131.02 $1,060,953 D/D (8,093) 23,081,319 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-15 4 AS $131.09 $1,955,683 D/D (14,918) 23,421,110 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-10 4 AS $131.10 $1,594,754 D/D (11,968) 20,731,195 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-21 4 AS $131.13 $1,243,639 D/D (9,483) 23,071,836 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-01 4 AS $131.26 $1,119,516 D/D (8,510) 23,389,970 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-18 4 AS $131.51 $1,492,783 D/D (11,347) 23,097,215 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-14 4 AS $131.58 $2,174,889 D/D (16,469) 23,436,028 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   •       •       •   2018-08-07 4 AS $132.28 $1,412,959 D/D (10,650) 23,352,804 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   •       •       •   2018-06-13 4 AS $132.39 $2,198,369 D/D (16,600) 23,452,497 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-13 4 AS $132.43 $1,297,415 D/D (9,793) 23,313,846 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-08 4 AS $132.82 $1,711,736 D/D (12,834) 23,339,970 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-14 4 AS $133.27 $1,480,049 D/D (11,093) 23,302,753 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-10 4 AS $133.51 $722,402 D/D (5,411) 23,323,639 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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