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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   $3,069,217,600    

Indirect Value

   $1,410,447,118      
Total Shares   15,571,152      
Total Value   $4,479,664,719      


Morningstar Inc $3,069,217,600 Morningstar Inc $3,069,217,600
 


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 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   •       •       •   2007-09-18 4 AS $60.63 $179,302 D/D (2,929) 28,465,391 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 Executive Chairman   •       •       •   2022-09-30 4 AS $212.87 $630,731 D/D (2,940) 12,223,251 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-17 4 AS $275.37 $811,302 D/D (2,946) 13,583,486 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-22 4 AS $35.57 $107,031 D/D (2,947) 29,837,053 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-20 4 AS $111.19 $331,162 D/D (2,975) 22,662,035 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-06-20 4 AS $37.28 $112,189 D/D (3,000) 29,957,236 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-06 4 GD $0.00 $0 D/D 3,000 29,756,900 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-07-07 4 AS $67.48 $202,442 D/D (3,000) 27,554,926 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-02-25 4 AS $27.94 $83,825 D/D (3,000) 26,786,871 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-11-24 4 AS $47.60 $142,809 D/D (3,000) 25,969,113 0 -
WFM Whole Foods Market Inc Director   –       •      –    2017-08-28 4 D $42.00 $126,000 I/I (3,000) 0 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-26 4 AS $61.59 $186,238 D/D (3,001) 28,417,035 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-14 4 AS $219.04 $668,085 D/D (3,050) 11,242,697 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 Chairman & CEO   •       •      –    2009-09-15 4 AS $43.77 $135,391 D/D (3,093) 26,206,548 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-16 4 AS $34.30 $106,496 D/D (3,100) 29,881,900 -
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   •       •      –    2007-05-29 4 AS $46.95 $146,920 D/D (3,124) 29,163,978 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-17 4 AS $158.61 $496,763 D/D (3,131) 19,850,680 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-23 4 AS $149.47 $470,137 D/D (3,142) 20,160,601 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-05-19 4 AS $73.39 $232,247 D/D (3,145) 27,641,454 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-15 4 AS $57.76 $183,617 D/D (3,152) 28,666,393 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-27 4 AS $262.14 $830,609 D/D (3,162) 13,706,537 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-04 4 AS $45.07 $143,179 D/D (3,166) 29,481,667 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 14 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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