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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 52 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   •       •       •   2021-06-15 4 AS $237.75 $2,751,988 D/D (11,520) 18,532,088 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-16 4 AS $237.75 $2,278,567 D/D (9,556) 18,522,532 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-17 4 AS $238.48 $2,300,497 D/D (9,487) 18,513,045 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   •       •       •   2021-06-21 4 AS $241.68 $2,409,258 D/D (9,789) 18,497,687 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-22 4 AS $245.71 $2,155,254 D/D (8,679) 18,489,008 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-23 4 AS $247.74 $1,637,781 D/D (6,611) 18,482,397 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-24 4 AS $246.56 $921,283 D/D (3,728) 18,478,669 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-25 4 AS $246.46 $2,891,568 D/D (11,654) 18,467,015 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-28 4 AS $249.08 $2,163,929 D/D (8,620) 18,458,395 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-29 4 AS $250.40 $2,407,715 D/D (9,415) 18,448,980 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-30 4 AS $255.96 $2,844,194 D/D (11,064) 18,437,916 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-01 4 AS $256.42 $83,203 D/D (324) 18,437,592 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-02 4 AS $253.81 $3,025,471 D/D (11,823) 18,425,769 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-06 4 AS $256.96 $2,353,914 D/D (9,155) 18,416,614 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-07 4 AS $256.51 $2,327,863 D/D (9,014) 18,407,600 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-09 4 AS $252.08 $1,974,814 D/D (7,829) 18,399,771 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-12 4 AS $252.48 $1,832,617 D/D (7,249) 18,392,522 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-13 4 AS $252.56 $389,193 D/D (1,541) 18,390,981 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-14 4 AS $249.93 $63,233 D/D (253) 18,390,728 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-15 4 AS $248.03 $115,333 D/D (465) 18,390,263 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-16 4 AS $246.91 $2,528,330 D/D (10,203) 18,380,060 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-20 4 AS $245.86 $2,703,685 D/D (10,781) 18,369,279 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-21 4 AS $251.67 $2,210,977 D/D (8,745) 18,360,534 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-22 4 AS $252.07 $3,781 D/D (15) 18,360,519 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 52 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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