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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   $3,171,502,614    

Indirect Value

   $1,461,091,627      
Total Shares   15,544,575      
Total Value   $4,632,594,242      


Morningstar Inc $3,171,502,614 Morningstar Inc $3,171,502,614
 


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 44 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   •       •       •   2019-09-13 4 AS $155.39 $1,628,261 D/D (10,425) 21,451,869 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-12 4 AS $155.51 $1,543,462 D/D (9,920) 21,244,373 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-15 4 AS $155.55 $1,378,044 D/D (8,859) 21,215,045 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-25 4 AS $155.61 $1,271,370 D/D (8,097) 21,158,139 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-14 4 AS $155.69 $1,356,304 D/D (8,702) 21,223,904 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-19 4 AS $155.76 $2,251,411 D/D (14,360) 21,192,389 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-09 4 AS $155.79 $1,544,432 D/D (9,684) 19,901,240 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-21 4 AS $155.81 $328,114 D/D (2,102) 19,839,679 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-12 4 AS $155.89 $2,368,373 D/D (15,174) 21,462,294 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-13 4 AS $155.97 $1,190,865 D/D (7,615) 20,837,318 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-19 4 AS $155.99 $1,996,551 D/D (12,755) 21,619,001 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-21 4 AS $155.99 $482,511 D/D (3,092) 21,176,120 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-21 4 AS $156.07 $2,029,622 D/D (12,965) 21,596,380 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-13 4 AS $156.09 $1,844,028 D/D (11,767) 21,232,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-20 4 AS $156.23 $1,509,056 D/D (9,656) 21,609,345 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-24 4 AS $156.33 $1,309,045 D/D (8,371) 19,989,176 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-25 4 AS $156.35 $1,506,021 D/D (9,548) 19,979,628 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-19 4 AS $156.40 $1,658,559 D/D (10,566) 20,014,677 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-27 4/A AS $156.47 $1,280,113 D/D (8,130) 21,139,967 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-02 4 AS $156.56 $85,253 D/D (544) 21,131,129 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-21 4 AS $156.59 $1,428,365 D/D (9,084) 19,997,547 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-12 4 AS $156.60 $1,069,478 D/D (6,827) 20,844,933 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-08 4 AS $156.70 $441,117 D/D (2,815) 19,910,924 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-26 4 AS $156.71 $1,579,165 D/D (10,042) 21,148,097 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-18 4 AS $156.83 $1,680,253 D/D (10,704) 20,025,243 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 44 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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