Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Morningstar, Inc. | 8,045,445 | reported | 22 May 2026 | tx 11282+150,000−15,964,307 |
| WHOLE FOODS MARKET INC | 0 | reported | 28 Aug 2017 | tx 4+7,500−14,100 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | SALE | Morningstar, Inc. | 5,081 | 172.33 USD | 10b5-1 |
| 21 May 2026 | SALE | Morningstar, Inc. | 1,935 | 172.87 USD | 10b5-1 |
| 21 May 2026 | SALE | Morningstar, Inc. | 234 | 174.07 USD | 10b5-1 |
| 22 May 2026 | SALE | Morningstar, Inc. | 317 | 174.09 USD | 10b5-1 |
| 22 May 2026 | SALE | Morningstar, Inc. | 114 | 174.98 USD | 10b5-1 |
| 22 May 2026 | SALE | Morningstar, Inc. | 741 | 176.30 USD | 10b5-1 |
| 22 May 2026 | SALE | Morningstar, Inc. | 578 | 177.08 USD | 10b5-1 |
| 22 May 2026 | SALE | Morningstar, Inc. | 293 | 178.39 USD | 10b5-1 |
| 22 May 2026 | SALE | Morningstar, Inc. | 227 | 179.52 USD | 10b5-1 |
| 18 May 2026 | SALE | Morningstar, Inc. | 559 | 171.33 USD | 10b5-1 |
| 18 May 2026 | SALE | Morningstar, Inc. | 300 | 172.43 USD | 10b5-1 |
| 18 May 2026 | SALE | Morningstar, Inc. | 116 | 173.38 USD | 10b5-1 |
| 18 May 2026 | SALE | Morningstar, Inc. | 500 | 174.51 USD | 10b5-1 |
| 18 May 2026 | SALE | Morningstar, Inc. | 1,620 | 175.80 USD | 10b5-1 |
| 18 May 2026 | SALE | Morningstar, Inc. | 3,515 | 176.85 USD | 10b5-1 |
| 18 May 2026 | SALE | Morningstar, Inc. | 640 | 177.42 USD | 10b5-1 |
| 19 May 2026 | SALE | Morningstar, Inc. | 2,629 | 176.66 USD | 10b5-1 |
| 19 May 2026 | SALE | Morningstar, Inc. | 1,446 | 178.06 USD | 10b5-1 |
| 19 May 2026 | SALE | Morningstar, Inc. | 676 | 179.08 USD | 10b5-1 |
| 19 May 2026 | SALE | Morningstar, Inc. | 1,726 | 180.39 USD | 10b5-1 |
| 19 May 2026 | SALE | Morningstar, Inc. | 227 | 181.05 USD | 10b5-1 |
| 19 May 2026 | SALE | Morningstar, Inc. | 24 | 182.13 USD | 10b5-1 |
| 20 May 2026 | SALE | Morningstar, Inc. | 5,704 | 171.32 USD | 10b5-1 |
| 20 May 2026 | SALE | Morningstar, Inc. | 1,255 | 172.33 USD | 10b5-1 |
| 20 May 2026 | SALE | Morningstar, Inc. | 291 | 173.11 USD | 10b5-1 |