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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 60 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   •       •       •   2022-08-18 4 AS $255.29 $604,732 D/D (2,368) 12,359,561 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-23 4 AS $239.04 $43,027 D/D (180) 12,359,381 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-24 4 AS $235.45 $1,998,582 D/D (8,485) 12,350,896 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-25 4 AS $235.05 $2,433,355 D/D (10,293) 12,340,603 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-26 4 AS $237.64 $272,760 D/D (1,140) 12,339,463 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-29 4 AS $231.20 $1,657,303 D/D (7,154) 12,332,309 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-30 4 AS $229.90 $1,076,167 D/D (4,680) 12,327,629 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-31 4 AS $228.96 $1,883,541 D/D (8,211) 12,319,418 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-01 4 AS $227.45 $1,661,562 D/D (7,280) 12,312,138 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-02 4 AS $229.85 $510,534 D/D (2,213) 12,309,925 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-06 4 AS $225.69 $2,102,022 D/D (9,188) 12,300,737 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-07 4 AS $229.58 $1,890,731 D/D (8,053) 12,292,684 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-08 4 AS $235.90 $1,676,038 D/D (7,000) 12,285,684 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-09 4 AS $241.36 $1,961,300 D/D (8,009) 12,277,675 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   •       •       •   2022-09-14 4 AS $232.58 $745,526 D/D (3,195) 12,265,733 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-15 4 AS $230.78 $256,653 D/D (1,110) 12,264,623 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-16 4 AS $226.82 $136,094 D/D (600) 12,264,023 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-19 4 AS $223.84 $1,007,722 D/D (4,502) 12,259,521 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-20 4 AS $222.91 $2,701,545 D/D (11,988) 12,247,533 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-21 4 AS $224.65 $1,120,363 D/D (4,970) 12,242,563 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-22 4 AS $219.27 $4,385 D/D (20) 12,242,543 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-23 4 AS $216.17 $21,617 D/D (100) 12,242,443 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-26 4 AS $215.02 $65,580 D/D (305) 12,242,138 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-27 4 AS $210.54 $1,213,272 D/D (5,750) 12,236,388 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 60 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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