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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   •       •       •   2020-05-07 4 AS $144.60 $737,728 D/D (5,059) 20,470,551 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-04 4 AS $144.69 $1,886,663 D/D (12,981) 20,749,056 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   •       •       •   2020-05-13 4 AS $144.76 $2,443,945 D/D (16,839) 20,420,999 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-17 4 AS $144.85 $1,543,874 D/D (10,647) 21,896,698 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   •       •       •   2019-10-07 4 AS $144.87 $1,450,209 D/D (9,944) 21,325,867 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   •       •       •   2019-07-09 4 AS $145.05 $1,613,753 D/D (11,096) 21,752,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-15 4 AS $145.06 $2,170,998 D/D (14,833) 20,398,259 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   •       •       •   2019-07-03 4 AS $145.23 $1,641,610 D/D (11,235) 21,779,654 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-12 4 AS $145.27 $1,094,802 D/D (7,434) 21,912,921 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-28 4 AS $145.42 $2,587,179 D/D (17,254) 20,299,659 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   •       •       •   2020-02-28 4 AS $145.57 $2,334,271 D/D (16,012) 20,776,508 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-07 4 AS $145.70 $1,578,440 D/D (10,668) 21,926,182 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   •       •       •   2019-06-11 4 AS $146.03 $192,355 D/D (1,316) 21,920,355 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   •       •       •   2019-06-14 4 AS $146.24 $485,908 D/D (3,320) 21,907,345 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   •       •       •   2020-05-06 4 AS $146.29 $1,341,464 D/D (9,128) 20,475,610 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-02 4 AS $146.51 $1,895,363 D/D (12,871) 20,763,637 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-16 4 AS $146.79 $1,470,914 D/D (9,922) 20,199,385 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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