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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 43 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   •       •       •   2019-08-15 4 AS $153.05 $1,522,433 D/D (9,894) 21,641,305 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-24 4 AS $153.05 $3,037,717 D/D (19,836) 19,797,401 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   •       •       •   2019-08-09 4 AS $153.15 $1,270,144 D/D (8,251) 21,668,355 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   •       •       •   2019-12-09 4 AS $153.66 $1,267,183 D/D (8,246) 21,084,210 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-01-09 4 AS $153.80 $998,201 D/D (6,475) 20,906,778 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-26 4 AS $153.84 $2,234,023 D/D (14,459) 21,569,749 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-01-10 4 AS $153.84 $670,545 D/D (4,348) 20,902,430 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   •       •       •   2020-09-22 4 AS $154.24 $2,045,262 D/D (13,226) 19,826,453 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-12 4 AS $154.34 $1,037,785 D/D (6,705) 21,661,650 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-23 4 AS $154.36 $1,429,812 D/D (9,216) 19,817,237 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-14 4 AS $154.51 $502,320 D/D (3,251) 21,651,199 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   •       •       •   2019-09-16 4 AS $154.66 $1,379,991 D/D (8,922) 21,442,947 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-23 4 AS $154.70 $740,199 D/D (4,784) 21,584,208 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   •       •       •   2019-09-24 4 AS $154.98 $437,710 D/D (2,810) 21,389,046 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-17 4 AS $155.01 $1,473,634 D/D (9,322) 21,433,625 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-18 4 AS $155.18 $1,288,203 D/D (8,296) 21,206,749 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-26 4 AS $155.24 $1,470,784 D/D (9,400) 20,792,520 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-22 4 AS $155.28 $1,534,739 D/D (9,884) 21,166,236 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-22 4 AS $155.29 $1,147,951 D/D (7,388) 21,588,992 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 43 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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