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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,489    

Indirect Shares

   4,902,663      
Direct Value   $3,066,443,793    

Indirect Value

   $1,409,172,426      
Total Shares   15,571,152      
Total Value   $4,475,616,219      


Morningstar Inc $3,066,443,793 Morningstar Inc $3,066,443,793
 


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... 2024-05-28 10,668,489 2024-05-28 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1687         Free Registration Required For Full Results.    Limit: 25

 Download
  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   •       •       •   2018-11-29 4 AS $118.32 $1,168,585 D/D (9,808) 22,781,515 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-18 4 AS $273.26 $2,688,905 D/D (9,819) 12,911,942 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-10 4 AS $109.01 $1,070,622 D/D (9,821) 22,531,103 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   •       •       •   2019-03-28 4 AS $121.99 $1,214,141 D/D (9,827) 22,238,159 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-08 4 AS $151.75 $1,509,464 D/D (9,837) 21,676,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2024-03-04 4 AS $299.64 $2,989,596 D/D (9,861) 10,811,730 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-01 4 AS $201.28 $1,993,881 D/D (9,865) 19,494,625 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-01 4 AS $258.66 $2,572,370 D/D (9,880) 13,532,820 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-02 4 AS $245.15 $2,486,957 D/D (9,882) 12,470,708 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   •       •       •   2018-06-08 4 AS $126.78 $1,262,584 D/D (9,889) 23,495,509 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-08 4 AS $230.70 $2,313,295 D/D (9,889) 12,501,411 0 %
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   •       •       •   2019-06-21 4 AS $144.01 $1,430,017 D/D (9,906) 21,861,268 0 -
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   •       •       •   2021-02-04 4 AS $240.45 $2,398,868 D/D (9,914) 19,115,527 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-12 4 AS $155.51 $1,543,462 D/D (9,920) 21,244,373 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-16 4 AS $146.79 $1,470,914 D/D (9,922) 20,199,385 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-10 4 AS $231.46 $2,314,295 D/D (9,924) 18,562,436 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-27 4 AS $197.42 $1,966,338 D/D (9,926) 19,516,888 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-04 4 AS $142.03 $1,412,076 D/D (9,932) 23,161,424 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-03 4 AS $152.65 $1,518,672 D/D (9,935) 20,264,212 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-28 4 AS $294.95 $2,950,114 D/D (9,935) 10,832,014 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-28 4 AS $125.77 $1,256,919 D/D (9,938) 23,033,597 0 -
  1687  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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