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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   •       •       •   2019-05-21 4 AS $133.59 $1,186,728 D/D (8,803) 22,051,324 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-16 4 AS $133.63 $1,194,931 D/D (8,900) 22,079,007 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-15 4 AS $133.69 $1,191,859 D/D (8,914) 23,293,839 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-17 4 AS $133.70 $1,356,779 D/D (10,108) 22,068,899 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-20 4 AS $133.79 $1,177,307 D/D (8,772) 22,060,127 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-11 4 AS $134.34 $26,868 D/D (200) 20,730,995 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-09 4 AS $134.45 $1,469,510 D/D (10,920) 23,329,050 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-16 4 AS $134.62 $1,710,772 D/D (12,660) 23,281,179 0 -
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   •       •       •   2019-05-09 4 AS $135.10 $46,610 D/D (345) 22,118,426 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-17 4 AS $135.15 $1,648,259 D/D (12,124) 23,269,055 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   •       •       •   2019-05-29 4 AS $135.54 $1,425,887 D/D (10,362) 22,007,315 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   •       •       •   2018-08-23 4 AS $136.36 $1,543,638 D/D (11,232) 23,230,346 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-14 4 AS $136.49 $1,203,936 D/D (8,686) 23,108,662 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-20 4 AS $136.72 $1,284,826 D/D (9,393) 23,259,662 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-22 4 AS $136.94 $1,237,956 D/D (9,039) 23,241,578 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-21 4 AS $136.95 $1,245,063 D/D (9,045) 23,250,617 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-27 4 AS $137.17 $1,188,540 D/D (8,607) 23,210,605 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-13 4 AS $137.25 $898,683 D/D (6,539) 23,117,348 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-24 4 AS $137.31 $1,528,837 D/D (11,134) 23,219,212 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   •       •       •   2018-09-12 4 AS $137.63 $785,171 D/D (5,705) 23,123,887 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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