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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 47 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   •       •       •   2019-05-28 4 AS $136.01 $1,353,891 D/D (9,910) 22,017,677 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-31 4 AS $138.56 $1,355,035 D/D (9,745) 21,985,537 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-10 4 AS $159.01 $1,355,927 D/D (8,498) 19,892,742 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-14 4 AS $155.69 $1,356,304 D/D (8,702) 21,223,904 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-18 4 AS $243.54 $1,356,307 D/D (5,569) 18,507,476 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-03 4 AS $160.91 $1,356,718 D/D (8,430) 21,523,460 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-17 4 AS $133.70 $1,356,779 D/D (10,108) 22,068,899 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-26 4 AS $121.43 $1,358,444 D/D (11,104) 22,254,745 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-07-03 4 AS $195.46 $1,360,857 D/D (6,950) 11,322,937 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-03 4 AS $156.85 $1,361,848 D/D (8,500) 20,893,930 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-01-02 4 AS $150.74 $1,369,793 D/D (9,086) 20,940,679 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   •       •       •   2020-05-11 4 AS $142.63 $1,377,653 D/D (9,520) 20,450,007 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-15 4 AS $155.55 $1,378,044 D/D (8,859) 21,215,045 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   •       •       •   2019-09-16 4 AS $154.66 $1,379,991 D/D (8,922) 21,442,947 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-14 4 AS $295.81 $1,387,467 D/D (4,681) 10,708,316 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-03 4 AS $107.92 $1,387,530 D/D (12,843) 22,584,461 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-03 4 AS $141.29 $1,392,340 D/D (9,824) 22,126,685 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-29 4 AS $117.20 $1,393,132 D/D (11,857) 23,588,330 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-20 4 AS $165.07 $1,400,592 D/D (8,483) 20,803,626 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-26 4 AS $106.26 $1,401,900 D/D (13,060) 22,634,674 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-18 4 AS $157.31 $1,405,993 D/D (8,899) 19,841,781 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-10-02 4 AS $143.77 $1,406,900 D/D (9,786) 21,355,965 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-22 4 AS $115.46 $1,409,650 D/D (12,200) 23,633,654 0 -
  1684  Records found
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  Page 47 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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