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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 65 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   •       •       •   2022-01-20 4 AS $289.30 $1,009,436 D/D (3,457) 13,024,465 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-09 4 AS $289.87 $3,213,394 D/D (10,882) 12,958,318 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-04 4 AS $290.52 $3,677,122 D/D (12,504) 12,981,704 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-03 4 AS $291.74 $2,635,502 D/D (8,954) 10,741,312 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-08 4 AS $292.16 $97,326 D/D (333) 12,969,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-11 4 AS $294.17 $1,516,314 D/D (5,149) 12,940,661 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-03 4 AS $294.24 $279,530 D/D (950) 12,994,208 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-07 4 AS $294.29 $3,596,228 D/D (12,171) 12,969,533 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-19 4 AS $294.53 $2,011,928 D/D (6,810) 13,027,922 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-27 4 AS $294.86 $3,250,599 D/D (11,024) 10,841,949 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-28 4 AS $294.95 $2,950,114 D/D (9,935) 10,832,014 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-18 4 AS $295.19 $29,519 D/D (100) 13,034,732 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-10 4 AS $295.48 $3,703,428 D/D (12,508) 12,945,810 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-06 4 AS $295.62 $2,233,078 D/D (7,486) 10,733,826 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-14 4 AS $295.81 $1,387,467 D/D (4,681) 10,708,316 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-09 4 AS $295.94 $1,918,697 D/D (6,450) 10,719,618 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-21 4 AS $296.81 $2,382,397 D/D (7,986) 10,679,945 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-15 4 AS $297.25 $1,446,501 D/D (4,804) 10,703,512 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-13 4 AS $297.87 $464,548 D/D (1,558) 10,712,997 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-14 4 AS $298.05 $258,148 D/D (866) 13,034,832 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-03-01 4 AS $298.09 $1,797,718 D/D (6,025) 10,821,591 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-26 4 AS $298.12 $1,851,973 D/D (6,198) 10,852,973 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-07 4 AS $298.39 $2,206,505 D/D (7,344) 10,726,482 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-29 4 AS $298.42 $1,313,427 D/D (4,398) 10,827,616 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-10 4 AS $298.66 $1,513,978 D/D (5,063) 10,714,555 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 65 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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