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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   •       •       •   2021-10-01 4 AS $258.66 $2,572,370 D/D (9,880) 13,532,820 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-16 4 AS $259.02 $67,603 D/D (261) 12,364,065 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   •       •       •   2021-08-16 4 AS $260.06 $2,787,791 D/D (10,505) 18,259,925 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-13 4 AS $260.30 $1,878,195 D/D (7,209) 18,270,430 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-09 4 AS $260.34 $2,434,031 D/D (9,251) 18,293,886 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-10 4 AS $260.45 $2,512,919 D/D (9,525) 11,444,297 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-12 4 AS $260.59 $1,752,825 D/D (6,726) 18,277,639 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-07 4 AS $260.60 $2,162,792 D/D (8,266) 18,714,965 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-06 4 AS $260.77 $2,407,918 D/D (9,218) 18,303,137 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-11 4 AS $260.93 $1,947,932 D/D (7,455) 18,284,365 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-30 4 AS $261.05 $2,964,742 D/D (11,194) 13,695,343 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-20 4 AS $261.39 $2,316,432 D/D (8,834) 18,234,902 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-04 4 AS $261.53 $4,204,834 D/D (15,722) 18,312,655 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-03 4 AS $261.54 $2,462,190 D/D (9,376) 11,482,829 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-10 4 AS $261.55 $590,669 D/D (2,256) 18,712,709 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   •       •       •   2022-05-31 4 AS $261.84 $31,421 D/D (120) 12,482,662 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-23 4 AS $261.97 $2,029,698 D/D (7,733) 18,227,169 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-08 4 AS $261.97 $1,762,524 D/D (6,726) 11,456,472 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-09 4 AS $262.12 $694,645 D/D (2,650) 11,453,822 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-27 4 AS $262.14 $830,609 D/D (3,162) 13,706,537 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-25 4 AS $262.18 $2,091,972 D/D (7,900) 13,712,575 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-06 4 AS $262.31 $2,980,623 D/D (11,334) 11,471,495 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-07 4 AS $262.37 $2,177,344 D/D (8,297) 11,463,198 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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