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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,725    

Indirect Shares

   4,902,663      
Direct Value   $3,114,627,577    

Indirect Value

   $1,431,283,436      
Total Shares   15,571,388      
Total Value   $4,545,911,013      


Morningstar Inc $3,114,627,577 Morningstar Inc $3,114,627,577
 


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... 2024-05-24 10,668,725 2024-05-24 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1686         Free Registration Required For Full Results.    Limit: 25

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  Page 9 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   •       •       •   2022-12-01 4 AS $244.16 $1,949,381 D/D (7,853) 12,417,478 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-01 4 AS $254.35 $30,522 D/D (120) 12,423,080 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-17 4 AS $224.45 $10,263 D/D (45) 12,423,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-15 4 AS $229.99 $3,387,906 D/D (14,500) 12,423,245 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-30 4 AS $235.02 $1,816,776 D/D (7,525) 12,425,331 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-29 4 AS $240.41 $187,762 D/D (781) 12,432,856 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-28 4 AS $245.55 $29,712 D/D (121) 12,433,637 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-25 4 AS $246.05 $1,330,139 D/D (5,400) 12,433,758 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-14 4 AS $223.49 $3,285,728 D/D (14,500) 12,437,745 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-23 4 AS $241.65 $1,647,487 D/D (6,700) 12,439,158 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-22 4 AS $240.18 $1,549,598 D/D (6,417) 12,445,858 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-09 4 AS $241.65 $1,109,668 D/D (4,581) 12,452,245 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-21 4 AS $238.72 $2,491,700 D/D (10,394) 12,452,275 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-08 4 AS $245.83 $30,975 D/D (126) 12,456,826 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-07 4 AS $242.10 $2,245,587 D/D (9,174) 12,456,952 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-18 4 AS $239.46 $608,706 D/D (2,531) 12,462,669 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-16 4 AS $244.56 $1,251,706 D/D (5,100) 12,465,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-06 4 AS $244.97 $1,128,998 D/D (4,582) 12,466,126 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-15 4 AS $240.56 $2,250,446 D/D (9,219) 12,470,300 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-02 4 AS $245.15 $2,486,957 D/D (9,882) 12,470,708 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-14 4 AS $244.93 $259,871 D/D (1,061) 12,479,519 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-11 4 AS $244.57 $1,847,361 D/D (7,531) 12,480,580 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-01 4 AS $256.20 $536,526 D/D (2,072) 12,480,590 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-31 4 AS $261.84 $31,421 D/D (120) 12,482,662 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-27 4 AS $253.85 $2,008,660 D/D (7,705) 12,482,782 0 %
  1686  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 9 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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