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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 36 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 Executive Chairman   •       •       •   2022-08-08 4 AS $248.00 $2,006,841 D/D (8,015) 12,389,342 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-20 4 AS $157.49 $1,271,045 D/D (8,046) 20,006,631 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-06 4 AS $141.47 $1,141,289 D/D (8,049) 23,147,387 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 Executive Chairman   •       •       •   2021-12-08 4 AS $319.84 $2,600,850 D/D (8,053) 13,276,743 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-07 4 AS $229.58 $1,890,731 D/D (8,053) 12,292,684 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-13 4 AS $119.65 $964,892 D/D (8,064) 22,321,924 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-01 4 AS $204.15 $1,649,340 D/D (8,072) 11,441,871 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 Executive Chairman   •       •       •   2019-12-04 4 AS $153.93 $1,249,702 D/D (8,091) 21,111,679 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-20 4 AS $131.02 $1,060,953 D/D (8,093) 23,081,319 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-25 4 AS $155.61 $1,271,370 D/D (8,097) 21,158,139 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-19 4 AS $125.81 $1,019,963 D/D (8,098) 22,421,970 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-27 4/A AS $156.47 $1,280,113 D/D (8,130) 21,139,967 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-27 4 AS $157.01 $1,277,343 D/D (8,131) 21,561,618 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-31 4 AS $226.75 $1,848,834 D/D (8,133) 18,780,959 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-29 4 AS $225.95 $1,841,712 D/D (8,149) 18,797,816 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-12 4 AS $126.03 $1,029,129 D/D (8,154) 22,455,772 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-26 4 AS $246.46 $2,056,721 D/D (8,164) 12,490,487 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-01-08 4 AS $72.39 $593,866 D/D (8,187) 28,055,743 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-04 4 AS $122.23 $1,005,360 D/D (8,191) 22,515,639 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 Chairman & CEO   •       •      –    2010-01-05 4 AS $48.38 $396,722 D/D (8,200) 25,758,160 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-06 4 AS $49.25 $403,825 D/D (8,200) 25,749,960 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-12 4 AS $48.58 $398,633 D/D (8,200) 25,739,436 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 36 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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