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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 67 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   •       •       •   2021-11-12 4 AS $314.10 $2,829,109 D/D (8,915) 13,393,313 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-02 4 AS $315.13 $1,015,642 D/D (3,212) 13,450,856 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-13 4 AS $315.34 $424,630 D/D (1,334) 13,035,698 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-16 4 AS $315.39 $3,069,815 D/D (9,600) 13,381,251 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-07 4 AS $315.69 $248,135 D/D (786) 13,084,062 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-01 4 AS $315.82 $888,127 D/D (2,812) 13,454,068 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-15 4 AS $315.92 $781,168 D/D (2,462) 13,390,851 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-23 4 AS $316.45 $2,028,809 D/D (6,400) 13,351,087 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-07 4 AS $316.61 $3,247,943 D/D (10,112) 13,284,796 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-24 4 AS $317.52 $2,366,567 D/D (7,437) 13,343,650 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-10 4 AS $318.52 $3,379,227 D/D (10,516) 13,230,211 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-18 4 AS $319.45 $2,886,062 D/D (8,952) 13,367,041 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-08 4 AS $319.84 $2,600,850 D/D (8,053) 13,276,743 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-03 4 AS $320.15 $207,822 D/D (648) 13,305,806 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-17 4 AS $320.74 $1,687,511 D/D (5,258) 13,375,993 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-06 4 AS $320.74 $58,696 D/D (183) 13,084,848 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-13 4 AS $322.59 $3,004,757 D/D (9,277) 13,220,934 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-14 4 AS $322.80 $3,380,098 D/D (10,419) 13,210,515 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-15 4 AS $323.09 $4,456,419 D/D (13,591) 13,196,924 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-09 4 AS $324.54 $758,218 D/D (2,336) 13,240,727 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-21 4 AS $329.60 $3,730,314 D/D (11,179) 13,156,329 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-20 4 AS $330.12 $363,129 D/D (1,100) 13,167,508 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-16 4 AS $331.88 $6,452,668 D/D (19,295) 13,177,629 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-17 4 AS $334.63 $3,028,664 D/D (9,021) 13,168,608 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-05 4 AS $335.16 $542,852 D/D (1,619) 13,085,031 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 67 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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