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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 39 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   •       •       •   2019-06-25 4 AS $141.69 $1,614,659 D/D (11,370) 21,843,347 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-20 4 AS $141.71 $1,852,298 D/D (13,055) 20,371,351 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-27 4 AS $141.79 $1,574,236 D/D (11,003) 20,316,913 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-07 4 AS $141.84 $593,046 D/D (4,178) 23,143,209 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-04 4 AS $142.03 $1,412,076 D/D (9,932) 23,161,424 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   •       •       •   2020-05-08 4 AS $142.14 $1,587,788 D/D (11,024) 20,459,527 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-19 4 AS $142.51 $1,799,875 D/D (12,567) 20,384,406 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-29 4 AS $142.54 $745,968 D/D (5,214) 20,123,915 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-11 4 AS $142.63 $1,377,653 D/D (9,520) 20,450,007 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   •       •       •   2019-05-01 4 AS $142.81 $1,088,515 D/D (7,621) 22,140,014 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-10-03 4 AS $142.95 $1,595,235 D/D (11,145) 21,344,820 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-12 4 AS $142.97 $1,494,251 D/D (10,380) 20,219,637 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   •       •       •   2019-10-04 4 AS $143.68 $1,300,142 D/D (9,009) 21,335,811 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-10-02 4 AS $143.77 $1,406,900 D/D (9,786) 21,355,965 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   •       •       •   2019-06-21 4 AS $144.01 $1,430,017 D/D (9,906) 21,861,268 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-15 4 AS $144.06 $1,511,802 D/D (10,330) 20,209,307 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   •       •       •   2020-05-18 4 AS $144.23 $185,824 D/D (1,286) 20,396,973 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-14 4 AS $144.24 $1,143,258 D/D (7,907) 20,413,092 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   •       •       •   2020-05-12 4 AS $144.53 $1,778,288 D/D (12,169) 20,437,838 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 39 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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