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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 26 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   •       •      –    2010-03-11 4 AS $49.05 $313,908 D/D (6,400) 25,578,246 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-15 4 AS $49.17 $172,188 D/D (3,502) 25,574,744 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   •       •      –    2010-03-17 4 AS $48.68 $352,222 D/D (7,236) 25,559,458 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-22 4 AS $48.81 $414,854 D/D (8,500) 25,550,958 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-23 4 AS $48.99 $416,420 D/D (8,500) 25,542,458 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-29 4 AS $49.15 $417,812 D/D (8,500) 25,533,958 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-30 4 AS $49.13 $417,605 D/D (8,500) 25,525,458 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-03-31 4 AS $48.66 $14,599 D/D (300) 25,525,158 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-05 4 AS $47.78 $546,741 D/D (11,400) 25,513,758 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-06 4 AS $48.00 $547,224 D/D (11,400) 25,502,358 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-07 4 AS $47.67 $4,767 D/D (100) 25,502,258 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-12 4 AS $47.19 $537,950 D/D (11,400) 25,490,858 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-13 4 AS $47.41 $540,446 D/D (11,400) 25,479,458 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-14 4 AS $47.39 $540,254 D/D (11,400) 25,468,058 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-19 4 AS $48.02 $547,428 D/D (11,400) 25,456,658 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   •       •      –    2010-04-21 4 AS $49.55 $564,873 D/D (11,400) 25,433,858 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-26 4 AS $50.49 $237,284 D/D (4,700) 25,429,158 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-27 4 AS $49.62 $565,645 D/D (11,400) 25,417,758 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-03 4 AS $47.09 $485,002 D/D (10,300) 25,407,458 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-04 4 AS $47.34 $487,637 D/D (10,300) 25,397,158 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-05 4 AS $47.87 $493,094 D/D (10,300) 25,386,858 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-10 4 AS $47.99 $496,490 D/D (10,300) 25,376,558 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-11 4 AS $48.27 $497,215 D/D (10,300) 25,366,258 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 26 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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