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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   •       •       •   2020-12-23 4 AS $221.97 $2,378,206 D/D (10,657) 19,254,169 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-24 4 AS $222.07 $1,835,993 D/D (8,266) 19,245,903 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-28 4 AS $222.50 $1,108,262 D/D (4,973) 19,240,930 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-01 4 AS $230.81 $4,356,109 D/D (18,376) 19,138,504 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-02 4 AS $239.27 $3,143,506 D/D (12,921) 19,125,583 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-03 4 AS $243.49 $34,660 D/D (142) 19,125,441 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   •       •       •   2021-02-05 4 AS $240.94 $21,926 D/D (91) 19,115,436 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-08 4 AS $237.72 $4,238,977 D/D (17,680) 19,097,756 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-09 4 AS $238.05 $4,227,494 D/D (17,579) 19,080,177 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-10 4 AS $238.27 $2,666,717 D/D (11,138) 19,069,039 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-11 4 AS $241.36 $2,891,839 D/D (11,849) 19,057,190 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-12 4 AS $245.06 $3,604,829 D/D (14,553) 19,042,637 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-16 4 AS $251.66 $4,362,311 D/D (17,261) 19,025,376 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-17 4 AS $251.63 $64,418 D/D (256) 19,025,120 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-18 4 AS $250.79 $3,010,795 D/D (12,001) 19,013,119 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-19 4 AS $248.57 $1,635,774 D/D (6,580) 19,006,539 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-25 4 AS $224.11 $810,918 D/D (3,609) 19,002,930 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-26 4 AS $222.26 $3,513,324 D/D (15,736) 18,987,194 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-01 4 AS $226.70 $2,634,921 D/D (11,463) 18,975,731 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-02 4 AS $229.54 $2,128,332 D/D (9,268) 18,966,463 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-03 4 AS $229.22 $4,743,927 D/D (20,587) 18,945,876 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   •       •       •   2021-03-05 4 AS $226.85 $2,871,896 D/D (12,347) 18,928,044 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-08 4 AS $236.19 $2,661,327 D/D (11,234) 18,916,810 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 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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