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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 41 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   •       •       •   2019-11-25 4 AS $155.61 $1,271,370 D/D (8,097) 21,158,139 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-26 4 AS $156.71 $1,579,165 D/D (10,042) 21,148,097 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-27 4/A AS $156.47 $1,280,113 D/D (8,130) 21,139,967 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-29 4 AS $157.07 $1,303,093 D/D (8,294) 21,131,673 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-02 4 AS $156.56 $85,253 D/D (544) 21,131,129 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-02 4 GD $0.00 $0 D/D 23,050 21,044,732 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-03 4 AS $154.75 $1,757,801 D/D (11,359) 21,119,770 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-04 4 AS $153.93 $1,249,702 D/D (8,091) 21,111,679 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-05 4 AS $154.09 $1,308,354 D/D (8,476) 21,103,203 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-06 4 AS $154.59 $1,661,379 D/D (10,747) 21,092,456 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-09 4 AS $153.66 $1,267,183 D/D (8,246) 21,084,210 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-10 4 AS $152.57 $498,459 D/D (3,267) 21,080,943 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-11 4 AS $151.55 $1,335,012 D/D (8,808) 21,072,135 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-12 4 AS $151.43 $659,730 D/D (4,353) 21,067,782 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-13 4 AS $148.93 $749,327 D/D (5,031) 21,039,701 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-16 4 AS $148.70 $1,723,873 D/D (11,476) 21,028,225 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-17 4 AS $150.47 $1,668,860 D/D (11,071) 21,017,154 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-18 4 AS $150.54 $1,669,966 D/D (11,069) 21,006,085 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-19 4 AS $149.97 $1,275,141 D/D (8,422) 20,997,663 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-20 4 AS $151.78 $1,776,688 D/D (11,640) 20,986,023 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-23 4 AS $153.09 $563,235 D/D (3,679) 20,982,344 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-24 4 AS $151.52 $869,395 D/D (5,738) 20,976,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-26 4 AS $151.22 $1,168,040 D/D (7,677) 20,968,929 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-27 4 AS $151.82 $1,431,029 D/D (9,421) 20,959,508 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-30 4 AS $151.42 $15,142 D/D (100) 20,959,408 0 %

  1684  Records found
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  Page 41 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