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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 49 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   •       •       •   2020-02-05 4 AS $158.99 $1,445,920 D/D (9,055) 20,874,113 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-15 4 AS $297.25 $1,446,501 D/D (4,804) 10,703,512 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-04 4 AS $263.76 $1,447,515 D/D (5,488) 18,734,360 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-03 4 AS $129.19 $1,449,481 D/D (11,219) 22,186,701 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-10-07 4 AS $144.87 $1,450,209 D/D (9,944) 21,325,867 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-29 4 AS $159.00 $1,451,002 D/D (9,068) 21,541,437 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2024-03-08 4 AS $310.27 $1,454,252 D/D (4,675) 10,776,823 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-31 4 AS $150.78 $1,456,211 D/D (9,643) 20,949,765 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-22 4 AS $134.67 $1,456,774 D/D (10,679) 22,040,645 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-06 4 AS $205.90 $1,457,101 D/D (7,057) 11,426,301 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-20 4 AS $183.15 $1,459,515 D/D (7,948) 11,474,376 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-24 4 AS $116.69 $1,463,702 D/D (12,462) 23,607,687 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-11 4 AS $128.45 $1,468,517 D/D (11,373) 23,484,136 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-09 4 AS $134.45 $1,469,510 D/D (10,920) 23,329,050 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-16 4 AS $160.70 $1,470,545 D/D (9,082) 19,853,811 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   •       •       •   2020-06-16 4 AS $146.79 $1,470,914 D/D (9,922) 20,199,385 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-06 4 AS $130.90 $1,472,901 D/D (11,233) 23,363,454 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-27 4 AS $142.14 $1,473,453 D/D (10,304) 21,822,343 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   •       •       •   2021-12-30 4 AS $343.40 $1,474,112 D/D (4,292) 13,106,665 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-21 4 AS $272.83 $1,474,181 D/D (5,397) 13,576,894 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-18 4 AS $158.48 $1,475,888 D/D (9,213) 20,820,795 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-12 4 AS $252.66 $1,479,519 D/D (5,777) 12,372,041 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-16 4 AS $152.56 $1,480,010 D/D (9,549) 21,631,756 0 -
  1684  Records found
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  Page 49 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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