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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   $3,066,443,793    

Indirect Value

   $1,409,172,426      
Total Shares   15,571,152      
Total Value   $4,475,616,219      


Morningstar Inc $3,066,443,793 Morningstar Inc $3,066,443,793
 


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 41 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   •       •       •   2019-05-20 4 AS $133.79 $1,177,307 D/D (8,772) 22,060,127 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-21 4 AS $133.59 $1,186,728 D/D (8,803) 22,051,324 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-11 4 AS $151.55 $1,335,012 D/D (8,808) 21,072,135 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-22 4 AS $214.23 $1,897,027 D/D (8,809) 11,202,749 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-02 4 AS $144.91 $1,281,396 D/D (8,816) 21,790,889 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-28 4 AS $210.72 $1,892,735 D/D (8,820) 12,227,568 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-18 4 AS $120.70 $1,076,009 D/D (8,826) 22,291,568 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-05 4 AS $159.48 $1,424,032 D/D (8,827) 21,503,569 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-20 4 AS $261.39 $2,316,432 D/D (8,834) 18,234,902 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-23 4 AS $216.09 $1,933,652 D/D (8,835) 11,193,914 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-09 4 AS $109.71 $975,674 D/D (8,846) 23,728,030 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-02 4 AS $130.95 $1,162,412 D/D (8,852) 23,381,118 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-06 4 AS $161.12 $1,429,823 D/D (8,856) 21,494,713 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-25 4 AS $126.18 $1,123,490 D/D (8,857) 22,393,197 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-15 4 AS $155.55 $1,378,044 D/D (8,859) 21,215,045 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-27 4 AS $338.56 $3,047,394 D/D (8,859) 13,128,095 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-13 4 AS $235.37 $2,098,304 D/D (8,859) 11,630,946 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-02 4 AS $202.58 $1,795,077 D/D (8,861) 19,485,764 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-06-15 4 AS $38.70 $344,721 D/D (8,868) 29,987,032 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-04 4 AS $310.15 $2,790,429 D/D (8,894) 13,436,211 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-18 4 AS $157.31 $1,405,993 D/D (8,899) 19,841,781 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-07 4 AS $62.13 $554,227 D/D (8,900) 28,756,793 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-09 4 AS $46.40 $412,937 D/D (8,900) 25,191,994 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-16 4 AS $133.63 $1,194,931 D/D (8,900) 22,079,007 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-15 4 AS $133.69 $1,191,859 D/D (8,914) 23,293,839 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 41 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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