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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 38 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   •       •       •   2019-06-19 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 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-27 4 AS $142.14 $1,473,453 D/D (10,304) 21,822,343 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-28 4 AS $143.56 $1,938,424 D/D (13,404) 21,808,939 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-01 4 AS $144.87 $1,338,691 D/D (9,234) 21,799,705 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-02 4 AS $144.91 $1,281,396 D/D (8,816) 21,790,889 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-03 4 AS $145.23 $1,641,610 D/D (11,235) 21,779,654 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-05 4 AS $146.08 $1,253,687 D/D (8,582) 21,771,072 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-08 4 AS $145.82 $1,074,822 D/D (7,370) 21,763,702 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-09 4 AS $145.05 $1,613,753 D/D (11,096) 21,752,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-10 4 AS $147.52 $735,550 D/D (4,971) 21,747,635 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-01 4 AS $151.36 $1,280,299 D/D (8,435) 21,717,045 0 -
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 -

  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 38 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