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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,489    

Indirect Shares

  4,902,663      
Direct Value   $3,066,443,793    

Indirect Value

  $1,409,172,426      
Total Shares   15,571,152      
Total Value   $4,475,616,219      


Morningstar Inc
 $3,066,443,793 Morningstar Inc
 $3,066,443,793
 


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... 2024-05-28 10,668,489 2024-05-28 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1687         Free Registration Required For Full Results.    Limit: 25

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  Page 11 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 Chairman & CEO   •       •      –    2008-01-22 4 AS $61.95 $127,989 D/D (2,066) 27,991,845 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-10 4 AS $263.76 $546,132 D/D (2,066) 18,291,820 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 Chairman & CEO   •       •       •   2007-08-28 4 AS $62.75 $132,129 D/D (2,100) 28,595,845 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 Chairman & CEO   •       •      –    2008-05-13 4 AS $73.50 $155,484 D/D (2,105) 27,651,599 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-17 4 AS $256.86 $548,682 D/D (2,136) 12,361,929 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-08 4 AS $46.63 $100,074 D/D (2,146) 25,200,894 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-16 4 AS $238.80 $520,732 D/D (2,180) 11,618,792 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-03-12 4 AS $61.52 $135,717 D/D (2,200) 27,845,352 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-08-19 4 AS $64.46 $141,819 D/D (2,200) 24,445,154 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-09-09 4 AS $66.65 $146,629 D/D (2,200) 27,380,490 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-04-01 4 AS $272.31 $599,722 D/D (2,200) 12,638,277 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-11 4 AS $157.20 $347,014 D/D (2,207) 21,477,468 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-05 4 AS $313.61 $695,864 D/D (2,213) 13,433,998 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-02 4 AS $229.85 $510,534 D/D (2,213) 12,309,925 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-02-08 4 AS $45.57 $102,073 D/D (2,240) 25,674,446 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-04 4 AS $158.72 $357,127 D/D (2,250) 19,913,739 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-13 4 AS $147.62 $333,220 D/D (2,256) 21,910,665 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-10 4 AS $261.55 $590,669 D/D (2,256) 18,712,709 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-08 4 AS $117.09 $268,955 D/D (2,297) 23,005,571 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-06 4 AS $38.12 $87,738 D/D (2,300) 29,759,900 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-13 4 AS $45.04 $104,409 D/D (2,300) 29,448,773 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-20 4 GD $0.00 $0 D/D 2,300 29,067,645 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-30 4 AS $58.28 $134,503 D/D (2,300) 27,729,799 0 -

  1687  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 11 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