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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 61 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   •       •       •   2022-09-14 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 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-28 4 AS $210.72 $1,892,735 D/D (8,820) 12,227,568 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-29 4 AS $214.34 $295,195 D/D (1,377) 12,226,191 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-30 4 AS $212.87 $630,731 D/D (2,940) 12,223,251 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-10-03 4 AS $214.68 $10,949 D/D (51) 12,223,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-04 4 AS $228.89 $2,435,462 D/D (10,560) 12,513,665 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-07 4 AS $231.08 $547,209 D/D (2,365) 12,511,300 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-08 4 AS $230.70 $2,313,295 D/D (9,889) 12,501,411 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-09 4 AS $234.84 $118,125 D/D (503) 12,500,908 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-10 4 AS $236.23 $3,092,767 D/D (12,797) 12,488,111 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   •       •       •   2022-11-15 4 AS $240.56 $2,250,446 D/D (9,219) 12,470,300 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   •       •       •   2022-11-18 4 AS $239.46 $608,706 D/D (2,531) 12,462,669 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-21 4 AS $238.72 $2,491,700 D/D (10,394) 12,452,275 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 61 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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