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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 50 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   •       •       •   2021-03-17 4 AS $240.93 $2,532,994 D/D (10,498) 18,847,880 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-18 4 AS $240.93 $466,201 D/D (1,935) 18,845,945 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-19 4 AS $236.38 $3,805,409 D/D (16,005) 18,829,940 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-22 4 AS $236.45 $61,477 D/D (260) 18,829,680 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-23 4 AS $230.24 $2,717,206 D/D (11,708) 18,817,972 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-24 4 AS $232.32 $59,416 D/D (255) 18,817,717 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-25 4 AS $225.40 $29,753 D/D (132) 18,817,585 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-26 4 AS $224.26 $2,619,352 D/D (11,620) 18,805,965 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-29 4 AS $225.95 $1,841,712 D/D (8,149) 18,797,816 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-30 4 AS $225.89 $1,977,348 D/D (8,724) 18,789,092 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-31 4 AS $226.75 $1,848,834 D/D (8,133) 18,780,959 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-04-01 4 AS $225.24 $2,786,993 D/D (12,053) 18,768,906 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-03 4 AS $264.41 $4,504,209 D/D (17,032) 18,739,848 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   •       •       •   2021-05-05 4 AS $263.26 $2,761,988 D/D (10,488) 18,723,872 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-06 4 AS $263.30 $169,318 D/D (641) 18,723,231 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-07 4 AS $260.60 $2,162,792 D/D (8,266) 18,714,965 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-10 4 AS $261.55 $590,669 D/D (2,256) 18,712,709 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-11 4 AS $252.75 $1,136,719 D/D (4,493) 18,708,216 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-13 4 AS $242.45 $2,547,652 D/D (10,376) 18,697,840 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-14 4 AS $246.00 $1,410,807 D/D (5,729) 18,692,111 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-18 4 AS $242.16 $66,595 D/D (275) 18,691,836 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-19 4 AS $234.09 $658,329 D/D (2,798) 18,689,038 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-20 4 AS $233.66 $4,098,871 D/D (17,286) 18,671,752 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-21 4 AS $238.28 $587,024 D/D (2,457) 18,669,295 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 50 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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