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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 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   •       •       •   2022-04-01 4 AS $272.31 $599,722 D/D (2,200) 12,638,277 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-04-04 4 AS $269.74 $4,121,182 D/D (15,077) 12,623,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-02 4 AS $252.51 $2,352,428 D/D (9,309) 12,613,891 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-03 4 AS $252.11 $3,339,431 D/D (13,100) 12,600,791 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-06 4 AS $251.71 $25,171 D/D (100) 12,591,684 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-10 4 AS $233.60 $2,934,455 D/D (12,385) 12,579,299 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   •       •       •   2022-05-12 4 AS $233.19 $1,716,749 D/D (7,345) 12,568,348 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   •       •       •   2022-05-16 4 AS $242.19 $193,755 D/D (800) 12,553,048 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-17 4 AS $240.35 $2,765,612 D/D (11,418) 12,541,630 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   •       •       •   2022-05-20 4 AS $237.83 $2,439,800 D/D (10,129) 12,519,655 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-23 4 AS $243.63 $2,620,562 D/D (10,627) 12,509,028 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-25 4 AS $240.60 $2,548,815 D/D (10,377) 12,498,651 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-26 4 AS $246.46 $2,056,721 D/D (8,164) 12,490,487 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-27 4 AS $253.85 $2,008,660 D/D (7,705) 12,482,782 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-31 4 AS $261.84 $31,421 D/D (120) 12,482,662 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-01 4 AS $256.20 $536,526 D/D (2,072) 12,480,590 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-02 4 AS $245.15 $2,486,957 D/D (9,882) 12,470,708 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-06 4 AS $244.97 $1,128,998 D/D (4,582) 12,466,126 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-07 4 AS $242.10 $2,245,587 D/D (9,174) 12,456,952 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-08 4 AS $245.83 $30,975 D/D (126) 12,456,826 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-09 4 AS $241.65 $1,109,668 D/D (4,581) 12,452,245 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-14 4 AS $223.49 $3,285,728 D/D (14,500) 12,437,745 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 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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