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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 38 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   •       •       •   2018-09-05 4 AS $141.28 $846,094 D/D (5,988) 23,155,436 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-17 4 AS $113.80 $848,381 D/D (7,454) 22,691,282 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-22 4 AS $121.32 $849,971 D/D (7,005) 22,278,276 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-14 4 AS $237.38 $858,797 D/D (3,612) 11,627,334 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-11 4 AS $238.00 $863,236 D/D (3,606) 12,575,693 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-24 4 AS $151.52 $869,395 D/D (5,738) 20,976,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-26 4 AS $114.88 $869,574 D/D (7,507) 22,810,834 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-30 4 AS $138.96 $870,727 D/D (6,266) 23,187,416 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-11 4 AS $111.30 $876,090 D/D (7,862) 23,709,051 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-26 4 AS $127.78 $877,020 D/D (6,862) 23,051,221 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-25 4 AS $117.39 $880,462 D/D (7,500) 23,600,187 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-11-04 4 AS $35.29 $883,014 D/D (25,000) 27,181,231 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-01 4 AS $315.82 $888,127 D/D (2,812) 13,454,068 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-14 4 AS $59.49 $893,021 D/D (15,000) 28,681,793 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-03 4 AS $107.36 $895,802 D/D (8,344) 23,771,512 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-13 4 AS $137.25 $898,683 D/D (6,539) 23,117,348 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-23 4 AS $247.15 $906,325 D/D (3,639) 18,356,880 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-08 4 AS $277.57 $914,050 D/D (3,292) 10,923,859 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-24 4 AS $246.56 $921,283 D/D (3,728) 18,478,669 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-24 4 AS $106.45 $923,199 D/D (8,648) 22,647,734 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-29 4 AS $267.51 $924,267 D/D (3,437) 13,545,250 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-12-27 4 AS $212.86 $927,817 D/D (4,357) 11,685,804 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-07 4 AS $233.27 $928,218 D/D (3,976) 18,592,853 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-26 4 AS $127.01 $928,235 D/D (7,308) 22,385,889 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-22 4 AS $44.83 $933,771 D/D (20,780) 29,386,686 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 38 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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