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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,489    

Indirect Shares

   4,902,663      
Direct Value   $3,069,217,600    

Indirect Value

   $1,410,447,118      
Total Shares   15,571,152      
Total Value   $4,479,664,719      


Morningstar Inc $3,069,217,600 Morningstar Inc $3,069,217,600
 


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... 2024-05-28 10,668,489 2024-05-28 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1687         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   •       •       •   2021-06-28 4 AS $249.08 $2,163,929 D/D (8,620) 18,458,395 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-08 4 AS $207.18 $1,785,875 D/D (8,620) 11,514,073 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 Executive Chairman   •       •       •   2018-11-05 4 AS $123.98 $1,071,725 D/D (8,621) 22,971,867 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-13 4 AS $265.51 $2,290,153 D/D (8,624) 11,435,673 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 Executive Chairman   •       •       •   2018-11-27 4 AS $115.29 $995,753 D/D (8,636) 22,802,198 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   •       •       •   2018-12-24 4 AS $106.45 $923,199 D/D (8,648) 22,647,734 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-04 4 AS $231.59 $2,013,491 D/D (8,649) 18,596,829 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-20 4 AS $144.70 $1,254,450 D/D (8,659) 21,871,174 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-29 4 AS $61.65 $536,519 D/D (8,662) 28,584,583 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-22 4 AS $245.71 $2,155,254 D/D (8,679) 18,489,008 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-14 4 AS $136.49 $1,203,936 D/D (8,686) 23,108,662 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-19 4 AS $162.58 $1,431,214 D/D (8,686) 20,812,109 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-28 4 AS $346.03 $3,008,239 D/D (8,689) 13,119,406 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-07 4 AS $108.26 $943,257 D/D (8,700) 22,564,588 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-14 4 AS $155.69 $1,356,304 D/D (8,702) 21,223,904 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-31 4 AS $49.00 $428,333 D/D (8,703) 28,853,090 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-20 4 AS $60.06 $538,704 D/D (8,710) 28,650,650 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-30 4 AS $225.89 $1,977,348 D/D (8,724) 18,789,092 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-15 4 AS $112.22 $984,599 D/D (8,734) 23,690,517 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-15 4 AS $159.01 $1,410,748 D/D (8,740) 19,862,893 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-21 4 AS $251.67 $2,210,977 D/D (8,745) 18,360,534 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-12 4 AS $245.35 $2,153,213 D/D (8,747) 12,268,928 0 %
  1687  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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