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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 54 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   •       •       •   2021-09-03 4 AS $275.71 $2,645,457 D/D (9,500) 13,652,311 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-07 4 AS $279.11 $2,601,491 D/D (9,297) 13,643,014 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-08 4 AS $278.63 $3,408,833 D/D (12,231) 13,630,783 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-09 4 AS $278.11 $2,226,518 D/D (7,886) 13,622,897 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-10 4 AS $280.99 $1,976,638 D/D (7,018) 13,615,879 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-13 4 AS $277.75 $98,178 D/D (353) 13,615,526 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-14 4 AS $271.74 $3,297,654 D/D (12,089) 13,603,437 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-15 4 AS $273.46 $2,200,623 D/D (8,000) 13,595,437 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-16 4 AS $274.79 $2,489,504 D/D (9,005) 13,586,432 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-17 4 AS $275.37 $811,302 D/D (2,946) 13,583,486 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-20 4 AS $275.05 $328,771 D/D (1,195) 13,582,291 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-21 4 AS $272.83 $1,474,181 D/D (5,397) 13,576,894 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-22 4 AS $272.03 $2,464,810 D/D (9,036) 13,567,858 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-23 4 AS $273.10 $2,481,218 D/D (8,977) 13,558,881 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-24 4 AS $277.13 $2,679,989 D/D (9,634) 13,549,247 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-27 4 AS $277.68 $69,420 D/D (250) 13,548,997 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-28 4 AS $271.53 $84,174 D/D (310) 13,548,687 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-29 4 AS $267.51 $924,267 D/D (3,437) 13,545,250 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-30 4 AS $263.09 $676,922 D/D (2,550) 13,542,700 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-01 4 AS $258.66 $2,572,370 D/D (9,880) 13,532,820 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-05 4 AS $255.34 $2,690,702 D/D (10,322) 13,522,498 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-06 4 AS $262.51 $2,116,705 D/D (7,996) 13,514,502 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-07 4 AS $268.22 $2,991,403 D/D (11,036) 13,503,466 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-08 4 AS $271.89 $2,891,506 D/D (10,593) 13,492,873 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-11 4 AS $272.48 $1,242,104 D/D (4,547) 13,488,326 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 54 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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