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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   •       •       •   2019-08-02 4 AS $150.22 $1,378,785 D/D (9,133) 21,707,912 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-05 4 AS $150.66 $309,613 D/D (2,055) 21,705,857 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-06 4 AS $148.94 $1,645,326 D/D (11,023) 21,694,834 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-07 4 AS $148.78 $1,259,405 D/D (8,391) 21,686,443 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-08 4 AS $151.75 $1,509,464 D/D (9,837) 21,676,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-09 4 AS $153.15 $1,270,144 D/D (8,251) 21,668,355 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-12 4 AS $154.34 $1,037,785 D/D (6,705) 21,661,650 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-13 4 AS $151.93 $1,110,522 D/D (7,200) 21,654,450 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-14 4 AS $154.51 $502,320 D/D (3,251) 21,651,199 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-15 4 AS $153.05 $1,522,433 D/D (9,894) 21,641,305 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-16 4 AS $152.56 $1,480,010 D/D (9,549) 21,631,756 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-19 4 AS $155.99 $1,996,551 D/D (12,755) 21,619,001 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-20 4 AS $156.23 $1,509,056 D/D (9,656) 21,609,345 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-21 4 AS $156.07 $2,029,622 D/D (12,965) 21,596,380 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-22 4 AS $155.29 $1,147,951 D/D (7,388) 21,588,992 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-23 4 AS $154.70 $740,199 D/D (4,784) 21,584,208 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-26 4 AS $153.84 $2,234,023 D/D (14,459) 21,569,749 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-27 4 AS $157.01 $1,277,343 D/D (8,131) 21,561,618 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-28 4 AS $157.09 $1,756,855 D/D (11,113) 21,550,505 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-29 4 AS $159.00 $1,451,002 D/D (9,068) 21,541,437 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-30 4 AS $160.62 $1,536,886 D/D (9,547) 21,531,890 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-03 4 AS $160.91 $1,356,718 D/D (8,430) 21,523,460 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-04 4 AS $160.37 $1,777,138 D/D (11,064) 21,512,396 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-05 4 AS $159.48 $1,424,032 D/D (8,827) 21,503,569 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-06 4 AS $161.12 $1,429,823 D/D (8,856) 21,494,713 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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