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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 37 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   •       •       •   2019-05-22 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 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-06 4 AS $144.35 $1,131,319 D/D (7,806) 21,936,850 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-07 4 AS $145.70 $1,578,440 D/D (10,668) 21,926,182 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-10 4 AS $147.48 $668,624 D/D (4,511) 21,921,671 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-11 4 AS $146.03 $192,355 D/D (1,316) 21,920,355 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-12 4 AS $145.27 $1,094,802 D/D (7,434) 21,912,921 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-13 4 AS $147.62 $333,220 D/D (2,256) 21,910,665 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-14 4 AS $146.24 $485,908 D/D (3,320) 21,907,345 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-17 4 AS $144.85 $1,543,874 D/D (10,647) 21,896,698 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-18 4 AS $144.22 $1,148,829 D/D (7,951) 21,888,747 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-19 4 AS $143.92 $1,285,947 D/D (8,914) 21,879,833 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-20 4 AS $144.70 $1,254,450 D/D (8,659) 21,871,174 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-21 4 AS $144.01 $1,430,017 D/D (9,906) 21,861,268 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-24 4 AS $142.66 $935,321 D/D (6,551) 21,854,717 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-25 4 AS $141.69 $1,614,659 D/D (11,370) 21,843,347 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-26 4 AS $140.75 $1,515,216 D/D (10,700) 21,832,647 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 37 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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