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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,725    

Indirect Shares

   4,902,663      
Direct Value   $3,114,627,577    

Indirect Value

   $1,431,283,436      
Total Shares   15,571,388      
Total Value   $4,545,911,013      


Morningstar Inc $3,114,627,577 Morningstar Inc $3,114,627,577
 


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... 2024-05-24 10,668,725 2024-05-24 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1686         Free Registration Required For Full Results.    Limit: 25

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  Page 53 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   •       •       •   2023-08-02 4 AS $226.91 $27,229 D/D (120) 11,288,410 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-01 4 AS $227.45 $1,661,562 D/D (7,280) 12,312,138 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-31 4 AS $227.85 $2,925,149 D/D (12,650) 11,528,899 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-04 4 AS $228.89 $2,435,462 D/D (10,560) 12,513,665 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-31 4 AS $228.96 $1,883,541 D/D (8,211) 12,319,418 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   •       •       •   2021-03-02 4 AS $229.54 $2,128,332 D/D (9,268) 18,966,463 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-07 4 AS $229.58 $1,890,731 D/D (8,053) 12,292,684 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   •       •       •   2023-08-01 4 AS $229.83 $1,079,743 D/D (4,695) 11,288,530 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-02 4 AS $229.85 $510,534 D/D (2,213) 12,309,925 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-30 4 AS $229.90 $1,076,167 D/D (4,680) 12,327,629 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-15 4 AS $229.99 $3,387,906 D/D (14,500) 12,423,245 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-08 4 AS $230.21 $2,186,447 D/D (9,462) 18,583,391 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   •       •       •   2022-05-19 4 AS $230.31 $2,797,821 D/D (11,846) 12,529,784 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-08 4 AS $230.70 $2,313,295 D/D (9,889) 12,501,411 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-15 4 AS $230.78 $256,653 D/D (1,110) 12,264,623 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   •       •       •   2021-06-09 4 AS $230.94 $2,553,866 D/D (11,031) 18,572,360 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-07 4 AS $231.08 $547,209 D/D (2,365) 12,511,300 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-29 4 AS $231.20 $1,657,303 D/D (7,154) 12,332,309 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-10 4 AS $231.46 $2,314,295 D/D (9,924) 18,562,436 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-04 4 AS $231.59 $2,013,491 D/D (8,649) 18,596,829 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-02 4 AS $231.60 $2,801,906 D/D (11,996) 18,605,576 0 %
  1686  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 53 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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