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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 45 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   •       •       •   2019-08-07 4 AS $148.78 $1,259,405 D/D (8,391) 21,686,443 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-21 4 AS $125.49 $1,260,050 D/D (9,942) 22,402,636 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-24 4 AS $135.81 $1,260,444 D/D (9,252) 22,027,587 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-04 4 AS $229.76 $1,261,118 D/D (5,485) 18,940,391 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-17 4 AS $204.22 $1,262,081 D/D (6,180) 19,572,208 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-08 4 AS $126.78 $1,262,584 D/D (9,889) 23,495,509 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   •       •       •   2023-02-17 4 AS $236.71 $1,268,869 D/D (5,347) 11,613,445 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-07-06 4 AS $193.73 $1,268,979 D/D (6,550) 11,316,127 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   •       •       •   2020-08-20 4 AS $157.49 $1,271,045 D/D (8,046) 20,006,631 0 %
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   •       •       •   2019-12-19 4 AS $149.97 $1,275,141 D/D (8,422) 20,997,663 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-27 4 AS $157.01 $1,277,343 D/D (8,131) 21,561,618 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-30 4 AS $116.58 $1,278,815 D/D (10,928) 20,582,183 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   •       •       •   2019-08-01 4 AS $151.36 $1,280,299 D/D (8,435) 21,717,045 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   •       •       •   2018-11-28 4 AS $115.09 $1,281,900 D/D (10,875) 22,791,323 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-27 4 AS $117.83 $1,282,074 D/D (10,734) 20,593,111 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-17 4 AS $299.37 $1,283,360 D/D (4,285) 10,693,165 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-21 4 AS $121.75 $1,284,762 D/D (10,521) 22,285,281 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-20 4 AS $136.72 $1,284,826 D/D (9,393) 23,259,662 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-19 4 AS $143.92 $1,285,947 D/D (8,914) 21,879,833 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-21 4 AS $115.11 $1,287,106 D/D (11,153) 23,645,854 0 -
  1684  Records found
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  Page 45 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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