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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 55 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   •       •       •   2021-05-26 4 AS $235.71 $205,303 D/D (871) 18,640,853 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-12-09 4 AS $235.86 $223,122 D/D (946) 11,742,295 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-08 4 AS $235.90 $1,676,038 D/D (7,000) 12,285,684 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-25 4 AS $235.99 $3,803,729 D/D (16,073) 18,641,724 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-24 4 AS $236.07 $2,720,366 D/D (11,498) 18,657,797 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-13 4 AS $236.14 $3,481,919 D/D (14,500) 12,553,848 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-08 4 AS $236.19 $2,661,327 D/D (11,234) 18,916,810 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-10 4 AS $236.23 $3,092,767 D/D (12,797) 12,488,111 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   •       •       •   2023-02-15 4 AS $236.40 $1,516,987 D/D (6,362) 11,620,972 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   •       •       •   2023-02-17 4 AS $236.71 $1,268,869 D/D (5,347) 11,613,445 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-09 4 AS $237.20 $3,341,886 D/D (13,808) 18,903,002 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-14 4 AS $237.38 $858,797 D/D (3,612) 11,627,334 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-26 4 AS $237.64 $272,760 D/D (1,140) 12,339,463 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-12-08 4 AS $237.70 $1,241,138 D/D (5,207) 11,743,241 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-08 4 AS $237.72 $4,238,977 D/D (17,680) 19,097,756 0 %
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   •       •       •   2022-05-20 4 AS $237.83 $2,439,800 D/D (10,129) 12,519,655 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-11 4 AS $238.00 $863,236 D/D (3,606) 12,575,693 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-09 4 AS $238.05 $4,227,494 D/D (17,579) 19,080,177 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-10 4 AS $238.13 $23,813 D/D (100) 11,639,805 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-10 4 AS $238.27 $2,666,717 D/D (11,138) 19,069,039 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 55 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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