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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,725    

Indirect Shares

   4,902,663      
Direct Value   $3,114,627,577    

Indirect Value

   $1,431,283,436      
Total Shares   15,571,388      
Total Value   $4,545,911,013      


Morningstar Inc $3,114,627,577 Morningstar Inc $3,114,627,577
 


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... 2024-05-24 10,668,725 2024-05-24 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1686         Free Registration Required For Full Results.    Limit: 25

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  Page 24 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   •       •      –    2010-01-27 4 AS $46.60 $382,144 D/D (8,200) 25,694,836 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-06-17 4 AS $73.74 $383,898 D/D (5,200) 27,583,326 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-18 4 AS $60.61 $386,017 D/D (6,301) 28,468,320 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-02 4 AS $45.52 $386,955 D/D (8,500) 25,617,946 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 Executive Chairman   •       •       •   2020-11-16 4 AS $205.74 $387,339 D/D (1,881) 19,578,388 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-09-10 4 AS $43.22 $388,967 D/D (9,000) 26,218,641 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-13 4 AS $252.56 $389,193 D/D (1,541) 18,390,981 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-19 4 AS $63.01 $389,206 D/D (6,149) 28,450,391 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-07-28 4 AS $45.59 $390,580 D/D (8,568) 24,974,673 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   •       •      –    2010-03-16 4 AS $48.87 $393,371 D/D (8,050) 25,566,694 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-09-14 4 AS $43.78 $393,992 D/D (9,000) 26,209,641 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-11 4 AS $46.60 $394,077 D/D (8,409) 28,948,779 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-09-16 4 AS $43.79 $394,105 D/D (9,000) 26,197,548 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-12 4 AS $60.83 $394,784 D/D (6,417) 28,500,217 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-03-04 4 AS $63.74 $395,906 D/D (6,138) 27,873,614 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-13 4 AS $46.83 $396,102 D/D (8,400) 29,083,445 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 Executive Chairman   •       •       •   2019-03-05 4 AS $123.66 $396,325 D/D (3,205) 22,356,148 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   •       •      –    2010-01-19 4 AS $48.47 $397,455 D/D (8,200) 25,723,036 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-23 4 AS $48.01 $398,454 D/D (8,300) 29,188,978 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   •       •       •   2007-07-23 4 AS $49.65 $398,682 D/D (8,002) 28,920,977 0 -
  1686  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 24 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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