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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 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   •       •      –    2008-02-25 4 AS $63.31 $506,786 D/D (8,000) 27,888,952 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-20 4 AS $63.32 $8,232 D/D (130) 28,450,261 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-08-27 4 AS $63.32 $506,575 D/D (8,000) 27,415,990 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-02-06 4 AS $63.33 $506,640 D/D (8,000) 27,942,445 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-07-31 4 AS $63.40 $404,468 D/D (6,372) 27,479,954 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-02-12 4 AS $63.44 $507,916 D/D (8,000) 27,927,645 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-03-05 4 AS $63.44 $509,134 D/D (8,000) 27,863,752 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-03-24 4 AS $63.52 $99,584 D/D (1,549) 27,812,152 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-08 4 AS $63.57 $497,357 D/D (7,665) 28,779,128 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-08 4 AS $63.63 $571,990 D/D (8,633) 28,770,495 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-07-29 4 AS $63.63 $509,164 D/D (8,000) 27,485,926 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-08 4 AS $63.65 $349,180 D/D (5,346) 28,765,149 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   •       –      –    2008-07-21 4 AS $63.78 $510,250 D/D (8,000) 27,515,626 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-09-10 4 AS $63.80 $12,759 D/D (200) 27,382,690 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-07-22 4 AS $63.83 $510,662 D/D (8,000) 27,507,626 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-02 4 AS $63.85 $654,497 D/D (10,208) 28,364,679 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-03-06 4 AS $63.90 $511,707 D/D (8,000) 27,855,752 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-08-08 4 AS $63.92 $515,781 D/D (8,000) 27,463,954 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-02 4 AS $63.96 $308,656 D/D (4,792) 28,359,887 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-02-11 4 AS $64.02 $435,336 D/D (6,800) 27,935,645 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-08-28 4 AS $64.04 $512,355 D/D (8,000) 27,407,990 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-08-05 4 AS $64.17 $514,490 D/D (8,000) 27,471,954 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-02-26 4 AS $64.27 $87,261 D/D (1,348) 27,880,952 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-08 4 AS $64.36 $514,900 D/D (8,000) 27,767,601 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 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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