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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   •       •       •   2018-09-17 4 AS $137.84 $13,784 D/D (100) 23,108,562 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-31 4 AS $138.40 $2,251,240 D/D (16,060) 23,171,356 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   •       •       •   2019-05-30 4 AS $138.59 $1,669,097 D/D (12,033) 21,995,282 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-11 4 AS $138.77 $486,927 D/D (3,509) 23,129,592 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-28 4 AS $138.89 $1,257,695 D/D (9,023) 23,201,582 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-30 4 AS $138.96 $870,727 D/D (6,266) 23,187,416 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   •       •       •   2018-08-29 4 AS $139.46 $1,103,375 D/D (7,900) 23,193,682 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-10 4 AS $139.46 $1,410,016 D/D (10,108) 23,133,101 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-06 4 AS $139.56 $823,324 D/D (5,893) 20,743,163 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   •       •       •   2019-05-07 4 AS $139.72 $204,411 D/D (1,463) 22,124,340 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-30 4 AS $140.13 $2,286,424 D/D (16,267) 20,107,648 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-07-01 4 AS $140.47 $757,350 D/D (5,218) 20,102,430 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-26 4 AS $140.60 $4,080,086 D/D (29,000) 20,327,916 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   •       •       •   2020-05-21 4 AS $140.86 $1,419,672 D/D (10,009) 20,361,342 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-06 4 AS $141.04 $124,400 D/D (882) 22,125,803 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-05 4 AS $141.28 $846,094 D/D (5,988) 23,155,436 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-03 4 AS $141.29 $1,392,340 D/D (9,824) 22,126,685 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   •       •       •   2019-05-02 4 AS $141.45 $496,331 D/D (3,505) 22,136,509 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-06 4 AS $141.47 $1,141,289 D/D (8,049) 23,147,387 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-22 4 AS $141.66 $627,074 D/D (4,426) 20,356,916 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
 
 
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