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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   •       •       •   2020-06-17 4 AS $147.20 $1,888,375 D/D (12,432) 20,186,953 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-10 4 AS $147.48 $668,624 D/D (4,511) 21,921,671 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-10 4 AS $147.52 $735,550 D/D (4,971) 21,747,635 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   •       •       •   2019-06-13 4 AS $147.62 $333,220 D/D (2,256) 21,910,665 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-05 4 AS $148.16 $2,428,837 D/D (16,325) 20,484,738 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   •       •       •   2019-08-07 4 AS $148.78 $1,259,405 D/D (8,391) 21,686,443 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   •       •       •   2019-08-06 4 AS $148.94 $1,645,326 D/D (11,023) 21,694,834 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-03 4 AS $149.18 $239,142 D/D (1,600) 20,762,037 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-23 4 AS $149.47 $470,137 D/D (3,142) 20,160,601 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-05 4 AS $149.62 $1,580,327 D/D (10,529) 20,252,836 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   •       •       •   2019-12-19 4 AS $149.97 $1,275,141 D/D (8,422) 20,997,663 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-29 4 AS $150.01 $1,979,370 D/D (13,079) 20,286,580 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-18 4 AS $150.13 $1,514,383 D/D (10,085) 20,176,868 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-02 4 AS $150.22 $1,378,785 D/D (9,133) 21,707,912 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-19 4 AS $150.25 $1,558,515 D/D (10,322) 20,166,546 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   •       •       •   2020-06-08 4 AS $150.52 $1,745,917 D/D (11,500) 20,241,336 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   •       •       •   2019-09-25 4 AS $150.59 $802,037 D/D (5,325) 21,383,721 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-05 4 AS $150.66 $309,613 D/D (2,055) 21,705,857 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-01-02 4 AS $150.74 $1,369,793 D/D (9,086) 20,940,679 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 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
 
 
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