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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,641,912    

Indirect Shares

   4,902,663      
Direct Value   $3,049,546,303    

Indirect Value

   $1,404,907,109      
Total Shares   15,544,575      
Total Value   $4,454,453,412      


Morningstar Inc $3,049,546,303 Morningstar Inc $3,049,546,303
 


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... 2024-06-05 10,641,912 2024-06-05 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1693         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   •       •       •   2015-12-16 4/A GD $0.00 $0 D/D 61,890 24,250,364 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2015-12-21 4 GD $0.00 $0 D/D 108,737 24,141,627 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2016-12-21 4 GD $0.00 $0 D/D 182,668 23,958,959 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2017-12-20 4 GD $0.00 $0 D/D 160,480 23,798,479 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-16 4 GD $0.00 $0 D/D 73,000 22,818,341 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-02 4 GD $0.00 $0 D/D 23,050 21,044,732 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-04 4 GD $0.00 $0 D/D 56,300 19,418,784 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-04 4/A GD $0.00 $0 D/D 56,200 19,418,884 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-07 4 GD $0.00 $0 D/D 5,200 19,413,584 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-07 4/A GD $0.00 $0 D/D 5,100 19,413,784 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-08 4 GD $0.00 $0 D/D 33,680 13,243,063 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-12-08 4 GD $0.00 $0 D/D 56,000 11,748,448 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-30 4 GD $0.00 $0 D/D 47,625 11,294,880 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-03-03 4 AS $27.28 $196,446 D/D (7,200) 26,779,671 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-02-24 4 AS $27.83 $200,350 D/D (7,200) 26,789,871 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-02-23 4 AS $27.88 $200,770 D/D (7,200) 26,797,071 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   •       •      –    2009-03-10 4 AS $28.23 $227,600 D/D (8,000) 26,757,271 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-03-05 4 AS $28.40 $204,502 D/D (7,200) 26,765,271 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-03-04 4 AS $28.59 $205,880 D/D (7,200) 26,772,471 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-11-24 4 AS $28.97 $579,474 D/D (20,000) 27,045,853 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-11-18 4 AS $29.63 $740,678 D/D (25,000) 27,065,853 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-12-02 4 AS $29.83 $596,696 D/D (20,000) 26,985,853 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-12-03 4 AS $29.89 $608,378 D/D (20,000) 26,965,853 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-11-17 4 AS $30.01 $427,617 D/D (14,248) 27,090,853 0 -
  1693  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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