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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 62 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   •       •       •   2022-03-24 4 AS $268.32 $3,071,148 D/D (11,429) 12,692,996 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   •       •       •   2022-03-10 4 AS $268.66 $40,299 D/D (150) 12,799,042 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   •       •       •   2023-11-15 4 AS $268.99 $2,092,080 D/D (7,776) 11,415,288 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-14 4 AS $269.04 $2,036,626 D/D (7,509) 13,467,999 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-16 4 AS $269.06 $3,418,074 D/D (12,650) 11,402,638 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   •       •       •   2021-10-12 4 AS $269.58 $1,567,666 D/D (4,526) 13,483,800 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-23 4 AS $269.60 $1,148,872 D/D (4,247) 12,903,150 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   •       •       •   2022-03-03 4 AS $270.58 $3,235,637 D/D (11,922) 12,824,832 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-17 4 AS $270.78 $2,798,891 D/D (10,328) 11,392,310 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-20 4 AS $270.94 $3,179,874 D/D (11,693) 11,380,617 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-28 4 AS $271.53 $84,174 D/D (310) 13,548,687 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-14 4 AS $271.74 $3,297,654 D/D (12,089) 13,603,437 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-08 4 AS $271.89 $2,891,506 D/D (10,593) 13,492,873 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-22 4 AS $272.03 $2,464,810 D/D (9,036) 13,567,858 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   •       •       •   2021-10-11 4 AS $272.48 $1,242,104 D/D (4,547) 13,488,326 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-21 4 AS $272.65 $1,021,904 D/D (3,748) 10,883,563 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-21 4 AS $272.77 $3,467,547 D/D (12,650) 11,367,967 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-21 4 AS $272.83 $1,474,181 D/D (5,397) 13,576,894 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-20 4 AS $273.07 $1,140,340 D/D (4,176) 10,887,311 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-23 4 AS $273.10 $2,481,218 D/D (8,977) 13,558,881 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 62 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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