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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 2 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   •       •      –    2006-08-21 4 AS $34.91 $278,870 D/D (7,900) 29,847,100 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 Chairman & CEO   •       •      –    2006-08-22 4 AS $35.25 $174,591 D/D (4,753) 29,832,300 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-22 4 AS $35.30 $196,001 D/D (5,400) 29,826,900 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-22 4 AS $36.55 $70,122 D/D (1,900) 29,825,000 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-23 4 AS $37.18 $104,309 D/D (2,800) 29,822,200 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-28 4 AS $36.50 $241,692 D/D (6,568) 29,807,200 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-28 4 AS $36.53 $309,799 D/D (8,432) 29,813,768 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-29 4 AS $36.79 $210,976 D/D (5,700) 29,801,500 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-29 4 AS $36.76 $248,097 D/D (6,700) 29,794,800 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-29 4 AS $36.88 $96,985 D/D (2,600) 29,792,200 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-30 4 AS $37.79 $469,559 D/D (12,376) 29,779,824 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-30 4 AS $37.82 $99,810 D/D (2,624) 29,777,200 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-05 4 AS $38.23 $574,552 D/D (15,000) 29,762,200 -
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   •       •      –    2006-09-06 4 GD $0.00 $0 D/D 3,000 29,756,900 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-07 4 S $37.21 $215,994 D/D (5,800) 29,751,101 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-12 4 AS $36.50 $687,860 D/D (18,797) 29,732,304 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-12 4 AS $36.67 $60,443 D/D (1,634) 29,730,670 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-13 4 AS $36.72 $345,006 D/D (9,331) 29,722,973 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-13 4 AS $36.74 $315,967 D/D (8,522) 29,714,451 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-14 4 AS $37.08 $387,213 D/D (10,420) 29,712,553 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-15 4 AS $37.97 $478,815 D/D (12,538) 29,700,015 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-15 4 AS $38.01 $563,735 D/D (14,789) 29,685,226 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-19 4 AS $36.83 $201,866 D/D (5,459) 29,694,556 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 2 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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