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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 42 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 Chairman & CEO   •       •      –    2010-06-15 4 AS $46.05 $524,977 D/D (11,400) 25,169,594 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-14 4 AS $46.07 $506,785 D/D (11,000) 25,180,994 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 Chairman & CEO   •       •      –    2010-06-08 4 AS $46.63 $100,074 D/D (2,146) 25,200,894 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-07 4 AS $47.12 $127,211 D/D (2,700) 25,203,040 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-03 4 AS $47.68 $543,581 D/D (11,400) 25,205,740 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-02 4 AS $47.63 $542,932 D/D (11,400) 25,217,140 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-01 4 AS $47.57 $24,163 D/D (508) 25,228,540 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-26 4 AS $47.67 $492,300 D/D (10,300) 25,229,048 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-25 4 AS $46.43 $478,218 D/D (10,300) 25,239,348 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-24 4 AS $46.63 $480,243 D/D (10,300) 25,249,648 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-21 4 GD $0.00 $0 D/D 75,410 25,259,948 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-18 4 AS $48.81 $502,729 D/D (10,300) 25,335,358 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-17 4 AS $47.68 $491,123 D/D (10,300) 25,345,658 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-12 4 AS $48.09 $495,298 D/D (10,300) 25,355,958 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-11 4 AS $48.27 $497,215 D/D (10,300) 25,366,258 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-10 4 AS $47.99 $496,490 D/D (10,300) 25,376,558 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-05 4 AS $47.87 $493,094 D/D (10,300) 25,386,858 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-04 4 AS $47.34 $487,637 D/D (10,300) 25,397,158 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-03 4 AS $47.09 $485,002 D/D (10,300) 25,407,458 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-27 4 AS $49.62 $565,645 D/D (11,400) 25,417,758 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-26 4 AS $50.49 $237,284 D/D (4,700) 25,429,158 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-21 4 AS $49.55 $564,873 D/D (11,400) 25,433,858 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-20 4 AS $48.34 $555,561 D/D (11,400) 25,445,258 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-19 4 AS $48.02 $547,428 D/D (11,400) 25,456,658 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 42 of 68  
 
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  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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