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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,687,931    

Indirect Shares

   4,902,663      
Direct Value   $3,197,615,197    

Indirect Value

   $1,466,778,716      
Total Shares   15,590,594      
Total Value   $4,664,393,913      


Morningstar Inc $3,197,615,197 Morningstar Inc $3,197,615,197
 


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... 2024-05-20 10,687,931 2024-05-20 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1682         Free Registration Required For Full Results.    Limit: 25

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  Page 59 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   •       •       •   2021-07-09 4 AS $252.08 $1,974,814 D/D (7,829) 18,399,771 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   •       •       •   2021-07-12 4 AS $252.48 $1,832,617 D/D (7,249) 18,392,522 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   •       •       •   2021-07-13 4 AS $252.56 $389,193 D/D (1,541) 18,390,981 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-12 4 AS $252.66 $1,479,519 D/D (5,777) 12,372,041 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-11 4 AS $252.75 $1,136,719 D/D (4,493) 18,708,216 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-02 4 AS $253.04 $4,043,770 D/D (15,746) 18,341,134 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-02 4 AS $253.81 $3,025,471 D/D (11,823) 18,425,769 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   •       •       •   2022-08-01 4 AS $254.35 $30,522 D/D (120) 12,423,080 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   •       •       •   2022-08-18 4 AS $255.29 $604,732 D/D (2,368) 12,359,561 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-05 4 AS $255.34 $2,690,702 D/D (10,322) 13,522,498 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-30 4 AS $255.96 $2,844,194 D/D (11,064) 18,437,916 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   •       •       •   2021-07-01 4 AS $256.42 $83,203 D/D (324) 18,437,592 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-07 4 AS $256.51 $2,327,863 D/D (9,014) 18,407,600 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-17 4 AS $256.86 $548,682 D/D (2,136) 12,361,929 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-06 4 AS $256.96 $2,353,914 D/D (9,155) 18,416,614 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-11 4 AS $257.14 $256,481 D/D (995) 12,377,818 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-15 4 AS $257.37 $1,996,839 D/D (7,715) 12,364,326 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-03 4 AS $257.58 $3,328,707 D/D (12,757) 18,328,377 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-19 4 AS $257.77 $2,792,984 D/D (10,764) 18,243,736 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-15 4 AS $258.53 $3,951,121 D/D (15,054) 12,760,687 0 %
  1682  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 59 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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