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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,641,912    

Indirect Shares

   4,902,663      
Direct Value   $3,113,504,194    

Indirect Value

   $1,434,372,114      
Total Shares   15,544,575      
Total Value   $4,547,876,308      


Morningstar Inc $3,113,504,194 Morningstar Inc $3,113,504,194
 


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... 2024-06-05 10,641,912 2024-06-05 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1693         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   •       •       •   2022-05-16 4 AS $242.19 $193,755 D/D (800) 12,553,048 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-13 4 AS $242.45 $2,547,652 D/D (10,376) 18,697,840 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-01 4 AS $242.45 $2,194,071 D/D (8,962) 11,659,263 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-10 4 AS $242.52 $2,858,466 D/D (11,735) 18,891,267 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-07 4 AS $242.83 $955,206 D/D (3,916) 11,645,542 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-15 4 AS $243.46 $3,513,447 D/D (14,168) 18,858,986 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-03 4 AS $243.49 $34,660 D/D (142) 19,125,441 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-18 4 AS $243.54 $1,356,307 D/D (5,569) 18,507,476 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-11 4 AS $243.60 $2,503,289 D/D (10,266) 18,881,001 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   •       •       •   2021-03-12 4 AS $243.65 $1,912,373 D/D (7,847) 18,873,154 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-12-01 4 AS $244.16 $1,949,381 D/D (7,853) 12,417,478 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-08 4 AS $244.34 $366,293 D/D (1,497) 11,644,045 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-16 4 AS $244.56 $1,251,706 D/D (5,100) 12,465,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-11 4 AS $244.57 $1,847,361 D/D (7,531) 12,480,580 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-14 4 AS $244.93 $259,871 D/D (1,061) 12,479,519 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   •       •       •   2021-02-12 4 AS $245.06 $3,604,829 D/D (14,553) 19,042,637 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   •       •       •   2022-09-12 4 AS $245.35 $2,153,213 D/D (8,747) 12,268,928 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-28 4 AS $245.55 $29,712 D/D (121) 12,433,637 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-22 4 AS $245.71 $2,155,254 D/D (8,679) 18,489,008 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   •       •       •   2021-07-20 4 AS $245.86 $2,703,685 D/D (10,781) 18,369,279 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-14 4 AS $246.00 $1,410,807 D/D (5,729) 18,692,111 0 %
  1693  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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