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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 40 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   •       •       •   2022-01-20 4 AS $289.30 $1,009,436 D/D (3,457) 13,024,465 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-02 4 AS $315.13 $1,015,642 D/D (3,212) 13,450,856 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-01-14 4 AS $67.78 $1,018,041 D/D (15,000) 28,009,243 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-26 4 AS $61.90 $1,019,273 D/D (16,366) 28,393,922 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   •       •       •   2018-09-19 4 AS $130.80 $1,021,127 D/D (7,803) 23,089,412 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-21 4 AS $272.65 $1,021,904 D/D (3,748) 10,883,563 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-18 4 AS $274.47 $1,023,019 D/D (3,719) 13,456,880 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-29 4 AS $46.83 $1,027,622 D/D (21,876) 29,167,102 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   •       •       •   2019-03-20 4 AS $121.98 $1,030,732 D/D (8,446) 22,295,802 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-31 4 AS $278.30 $1,035,032 D/D (3,707) 12,640,477 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-31 4 AS $120.03 $1,035,436 D/D (8,621) 23,569,241 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-11-05 4 AS $73.64 $1,036,706 D/D (14,078) 28,178,508 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-12 4 AS $154.34 $1,037,785 D/D (6,705) 21,661,650 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-09 4 AS $206.96 $1,043,132 D/D (5,022) 11,509,051 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-15 4 AS $120.09 $1,045,066 D/D (8,646) 22,911,630 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-01 4 AS $125.13 $1,052,803 D/D (8,407) 23,025,190 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-28 4 AS $126.39 $1,054,760 D/D (8,345) 22,368,371 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-02 4 AS $124.18 $1,056,994 D/D (8,508) 22,980,488 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   •       •       •   2019-04-08 4 AS $127.35 $1,061,499 D/D (8,333) 22,164,474 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-11 4 AS $157.20 $1,064,778 D/D (6,768) 20,851,760 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-15 4 AS $126.22 $1,066,539 D/D (8,449) 22,430,068 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-09 4 AS $71.11 $1,067,113 D/D (15,000) 28,324,987 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 40 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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