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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 16 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   •       •      –    2009-10-06 4 AS $48.10 $442,226 D/D (9,000) 26,128,347 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-29 4 AS $48.13 $754,853 D/D (15,685) 25,774,560 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-08 4 AS $48.15 $409,306 D/D (8,500) 25,601,646 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-22 4 AS $48.21 $353,549 D/D (7,333) 25,811,080 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-08 4 S $48.23 $156,251 D/D (3,240) 25,885,513 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-17 4 AS $48.24 $302,467 D/D (6,189) 28,933,079 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-19 4 AS $48.25 $309,835 D/D (6,400) 29,069,945 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-20 4 AS $48.27 $725,371 D/D (15,000) 29,052,645 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-11 4 AS $48.27 $497,215 D/D (10,300) 25,366,258 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-04 4 AS $48.32 $396,206 D/D (8,200) 25,766,360 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-22 4 AS $48.33 $401,156 D/D (8,300) 29,194,071 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-20 4 AS $48.34 $555,561 D/D (11,400) 25,445,258 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-23 4 AS $48.38 $390,990 D/D (8,082) 25,802,998 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-05 4 AS $48.38 $396,722 D/D (8,200) 25,758,160 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-14 4 AS $48.39 $338,759 D/D (7,000) 25,864,013 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-15 4 AS $48.40 $459,836 D/D (9,500) 25,854,513 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-16 4 AS $48.44 $1,635,724 D/D (33,767) 29,213,334 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-19 4 AS $48.47 $397,455 D/D (8,200) 25,723,036 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-17 4 AS $48.50 $200,098 D/D (4,100) 28,928,979 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-21 4 AS $48.55 $364,133 D/D (7,500) 25,712,936 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-20 4 AS $48.57 $126,290 D/D (2,600) 25,720,436 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-12 4 AS $48.58 $398,633 D/D (8,200) 25,739,436 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-17 4 AS $48.60 $230,311 D/D (4,711) 28,939,268 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-07 4 S $48.62 $14,585 D/D (300) 25,888,753 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-31 4 AS $48.66 $14,599 D/D (300) 25,525,158 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 16 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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