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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 57 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   •       •       •   2022-02-03 4 AS $294.24 $279,530 D/D (950) 12,994,208 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-04 4 AS $290.52 $3,677,122 D/D (12,504) 12,981,704 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-07 4 AS $294.29 $3,596,228 D/D (12,171) 12,969,533 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-08 4 AS $292.16 $97,326 D/D (333) 12,969,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-09 4 AS $289.87 $3,213,394 D/D (10,882) 12,958,318 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-10 4 AS $295.48 $3,703,428 D/D (12,508) 12,945,810 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-11 4 AS $294.17 $1,516,314 D/D (5,149) 12,940,661 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-14 4 AS $284.76 $199,354 D/D (700) 12,939,961 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-15 4 AS $280.23 $3,886,385 D/D (13,772) 12,926,189 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-16 4 AS $281.05 $1,244,508 D/D (4,428) 12,921,761 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-18 4 AS $273.26 $2,688,905 D/D (9,819) 12,911,942 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-22 4 AS $273.10 $1,241,403 D/D (4,545) 12,907,397 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-23 4 AS $269.60 $1,148,872 D/D (4,247) 12,903,150 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-24 4 AS $263.92 $3,580,703 D/D (13,499) 12,889,651 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-25 4 AS $266.61 $5,253,016 D/D (19,022) 12,870,629 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-28 4 AS $280.87 $3,435,054 D/D (12,222) 12,858,407 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-01 4 AS $279.83 $167,896 D/D (600) 12,857,807 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-02 4 AS $269.25 $5,701,301 D/D (21,053) 12,836,754 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-03 4 AS $270.58 $3,235,637 D/D (11,922) 12,824,832 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-07 4 AS $266.43 $154,261 D/D (579) 12,824,253 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-08 4 AS $254.78 $3,374,983 D/D (13,124) 12,811,129 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-09 4 AS $263.46 $3,208,452 D/D (11,937) 12,799,192 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-10 4 AS $268.66 $40,299 D/D (150) 12,799,042 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-11 4 AS $262.53 $2,552,590 D/D (9,683) 12,789,359 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-14 4 AS $259.92 $3,569,573 D/D (13,618) 12,775,741 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 57 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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