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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 40 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   •       •       •   2019-09-20 4 AS $160.30 $2,297,616 D/D (14,319) 21,393,127 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-23 4 AS $157.61 $201,036 D/D (1,271) 21,391,856 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-24 4 AS $154.98 $437,710 D/D (2,810) 21,389,046 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-25 4 AS $150.59 $802,037 D/D (5,325) 21,383,721 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-26 4 AS $149.64 $271,968 D/D (1,817) 21,381,904 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-27 4 AS $147.60 $176,137 D/D (1,193) 21,380,711 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-30 4 AS $146.29 $1,370,682 D/D (9,338) 21,371,373 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-10-01 4 AS $145.53 $819,267 D/D (5,622) 21,365,751 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   •       •       •   2019-10-03 4 AS $142.95 $1,595,235 D/D (11,145) 21,344,820 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   •       •       •   2019-10-07 4 AS $144.87 $1,450,209 D/D (9,944) 21,325,867 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-10-08 4 AS $145.20 $56,292 D/D (387) 21,325,480 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-01 4 AS $161.64 $3,090,240 D/D (19,094) 21,306,386 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-04 4 AS $162.41 $2,021,199 D/D (12,445) 21,293,941 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-05 4 AS $161.69 $1,627,055 D/D (10,063) 21,283,878 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-06 4 AS $161.13 $1,780,136 D/D (11,048) 21,272,830 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-07 4 AS $160.86 $1,094,252 D/D (6,793) 21,266,037 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-08 4 AS $158.09 $277,736 D/D (1,756) 21,264,281 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-11 4 AS $153.66 $1,552,935 D/D (9,988) 21,254,293 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-12 4 AS $155.51 $1,543,462 D/D (9,920) 21,244,373 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-13 4 AS $156.09 $1,844,028 D/D (11,767) 21,232,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-14 4 AS $155.69 $1,356,304 D/D (8,702) 21,223,904 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-15 4 AS $155.55 $1,378,044 D/D (8,859) 21,215,045 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-18 4 AS $155.18 $1,288,203 D/D (8,296) 21,206,749 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 40 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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