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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,641,912    

Indirect Shares

   4,902,663      
Direct Value   $3,049,546,303    

Indirect Value

   $1,404,907,109      
Total Shares   15,544,575      
Total Value   $4,454,453,412      


Morningstar Inc $3,049,546,303 Morningstar Inc $3,049,546,303
 


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... 2024-06-05 10,641,912 2024-06-05 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1693         Free Registration Required For Full Results.    Limit: 25

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  Page 63 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   •       •       •   2022-02-22 4 AS $273.10 $1,241,403 D/D (4,545) 12,907,397 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-18 4 AS $273.26 $2,688,905 D/D (9,819) 12,911,942 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-15 4 AS $273.43 $2,025,892 D/D (7,400) 13,460,599 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-15 4 AS $273.46 $2,200,623 D/D (8,000) 13,595,437 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-14 4 AS $273.60 $2,481,502 D/D (8,993) 10,899,717 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-07 4 AS $273.87 $2,070,939 D/D (7,470) 10,927,151 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-22 4 AS $274.09 $3,242,941 D/D (11,742) 10,871,821 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-18 4 AS $274.47 $1,023,019 D/D (3,719) 13,456,880 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-16 4 AS $274.79 $2,489,504 D/D (9,005) 13,586,432 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-18 4 AS $274.97 $3,931,038 D/D (14,025) 12,717,268 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-20 4 AS $275.05 $328,771 D/D (1,195) 13,582,291 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-22 4 AS $275.16 $3,488,434 D/D (12,650) 11,355,317 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-06 4 AS $275.22 $12,385 D/D (45) 10,934,621 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-17 4 AS $275.37 $811,302 D/D (2,946) 13,583,486 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-03 4 AS $275.71 $2,645,457 D/D (9,500) 13,652,311 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-24 4 AS $275.77 $1,808,263 D/D (6,555) 11,348,762 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-27 4 AS $276.22 $1,734,274 D/D (6,257) 11,342,505 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-02 4 AS $276.29 $3,393,505 D/D (12,103) 13,661,811 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-09 4 AS $276.40 $2,137,018 D/D (7,668) 10,916,191 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-15 4 AS $276.81 $1,906,400 D/D (6,863) 10,892,854 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-05 4 AS $276.97 $27,697 D/D (100) 10,934,666 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-29 4 AS $277.04 $4,520,830 D/D (16,172) 12,657,798 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-24 4 AS $277.13 $2,679,989 D/D (9,634) 13,549,247 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-08 4 AS $277.57 $914,050 D/D (3,292) 10,923,859 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-16 4 AS $277.60 $379,483 D/D (1,367) 10,891,487 0 %
  1693  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 63 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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