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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 66 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   •       •       •   2023-11-07 4 AS $262.37 $2,177,344 D/D (8,297) 11,463,198 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   •       •       •   2023-11-10 4 AS $260.45 $2,512,919 D/D (9,525) 11,444,297 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-13 4 AS $265.51 $2,290,153 D/D (8,624) 11,435,673 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-14 4 AS $267.09 $3,385,065 D/D (12,609) 11,423,064 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   •       •       •   2023-11-16 4 AS $269.06 $3,418,074 D/D (12,650) 11,402,638 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   •       •       •   2023-11-21 4 AS $272.77 $3,467,547 D/D (12,650) 11,367,967 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   •       •       •   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   •       •       •   2023-11-30 4 GD $0.00 $0 D/D 47,625 11,294,880 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-01 4 AS $278.80 $1,935,029 D/D (6,926) 10,934,986 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-02 4 AS $279.24 $61,433 D/D (220) 10,934,766 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   •       •       •   2024-02-06 4 AS $275.22 $12,385 D/D (45) 10,934,621 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   •       •       •   2024-02-08 4 AS $277.57 $914,050 D/D (3,292) 10,923,859 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   •       •       •   2024-02-12 4 AS $281.39 $2,110,273 D/D (7,481) 10,908,710 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   •       •       •   2024-02-15 4 AS $276.81 $1,906,400 D/D (6,863) 10,892,854 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 66 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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