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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 58 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   •       •       •   2022-02-28 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 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-15 4 AS $258.53 $3,951,121 D/D (15,054) 12,760,687 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-16 4 AS $261.84 $4,724,408 D/D (17,688) 12,742,999 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-17 4 AS $268.92 $3,196,829 D/D (11,706) 12,731,293 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-18 4 AS $274.97 $3,931,038 D/D (14,025) 12,717,268 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-21 4 AS $281.83 $988,588 D/D (3,506) 12,713,762 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-22 4 AS $280.42 $2,633,166 D/D (9,337) 12,704,425 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-24 4 AS $268.32 $3,071,148 D/D (11,429) 12,692,996 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-25 4 AS $268.04 $2,695,775 D/D (10,050) 12,682,946 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-28 4 AS $268.42 $2,440,769 D/D (8,976) 12,673,970 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-29 4 AS $277.04 $4,520,830 D/D (16,172) 12,657,798 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-30 4 AS $279.12 $3,814,731 D/D (13,614) 12,644,184 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-31 4 AS $278.30 $1,035,032 D/D (3,707) 12,640,477 0 %
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 %
  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 58 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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