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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,641,912    

Indirect Shares

   4,902,663      
Direct Value   $3,113,504,194    

Indirect Value

   $1,434,372,114      
Total Shares   15,544,575      
Total Value   $4,547,876,308      


Morningstar Inc $3,113,504,194 Morningstar Inc $3,113,504,194
 


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... 2024-06-05 10,641,912 2024-06-05 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1693         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   •       •       •   2020-12-21 4 AS $221.61 $65,004 D/D (293) 19,276,407 0 %
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   •       •       •   2021-02-26 4 AS $222.26 $3,513,324 D/D (15,736) 18,987,194 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   •       •       •   2022-09-20 4 AS $222.91 $2,701,545 D/D (11,988) 12,247,533 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-14 4 AS $223.49 $3,285,728 D/D (14,500) 12,437,745 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-19 4 AS $223.84 $1,007,722 D/D (4,502) 12,259,521 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-03 4 AS $223.88 $2,132,826 D/D (9,477) 11,278,933 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   •       •       •   2021-03-26 4 AS $224.26 $2,619,352 D/D (11,620) 18,805,965 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-30 4 AS $224.32 $2,340,612 D/D (10,315) 11,541,549 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-17 4 AS $224.45 $10,263 D/D (45) 12,423,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-21 4 AS $224.65 $1,120,363 D/D (4,970) 12,242,563 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-04 4 AS $224.68 $220,861 D/D (983) 11,277,950 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   •       •       •   2021-03-25 4 AS $225.40 $29,753 D/D (132) 18,817,585 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-06 4 AS $225.69 $2,102,022 D/D (9,188) 12,300,737 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-29 4 AS $225.84 $1,498,109 D/D (6,615) 11,551,864 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   •       •       •   2021-03-29 4 AS $225.95 $1,841,712 D/D (8,149) 18,797,816 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   •       •       •   2021-03-31 4 AS $226.75 $1,848,834 D/D (8,133) 18,780,959 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-16 4 AS $226.82 $136,094 D/D (600) 12,264,023 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-05 4 AS $226.85 $2,871,896 D/D (12,347) 18,928,044 0 %
  1693  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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