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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 14 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   •       •      –    2008-04-21 4 AS $56.56 $22,643 D/D (400) 27,756,555 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-22 4 AS $55.61 $25,358 D/D (456) 27,756,099 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-23 4 AS $54.67 $281,163 D/D (5,068) 27,751,031 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-23 4 AS $55.24 $163,147 D/D (2,932) 27,748,099 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-28 4 AS $57.66 $138,180 D/D (2,386) 27,740,099 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-28 4 AS $57.65 $324,495 D/D (5,614) 27,742,485 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-29 4 AS $57.69 $98,417 D/D (1,699) 27,732,099 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-29 4 AS $57.68 $364,346 D/D (6,301) 27,733,798 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-30 4 AS $58.28 $134,503 D/D (2,300) 27,729,799 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-30 4 AS $58.25 $251,100 D/D (4,300) 27,725,499 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-05 4 AS $72.71 $304,087 D/D (4,078) 27,721,421 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-05 4 AS $71.68 $261,818 D/D (3,522) 27,717,899 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-05 4 AS $73.02 $29,580 D/D (400) 27,717,499 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-06 4 AS $74.96 $592,298 D/D (7,900) 27,709,599 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-07 4 AS $75.49 $213,471 D/D (2,800) 27,672,699 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-07 4 AS $74.82 $181,457 D/D (2,386) 27,667,599 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-07 4 AS $75.12 $206,607 D/D (2,714) 27,669,985 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-08 4 GD $0.00 $0 D/D 34,000 27,675,599 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-12 4 AS $73.65 $319,617 D/D (4,320) 27,660,169 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-12 4 AS $73.95 $42,327 D/D (570) 27,659,599 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-12 4 AS $73.67 $230,785 D/D (3,110) 27,664,489 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-13 4 AS $73.49 $434,790 D/D (5,895) 27,653,704 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 Chairman & CEO   •       •      –    2008-05-14 4 AS $73.83 $319,175 D/D (4,314) 27,647,285 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-14 4 AS $73.82 $198,710 D/D (2,686) 27,644,599 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 14 of 68  
 
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  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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