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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 43 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   •       •      –    2009-10-12 4 AS $51.94 $471,577 D/D (9,000) 26,113,006 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-10-19 4 AS $51.54 $463,838 D/D (9,000) 26,093,706 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-16 4 AS $274.79 $2,489,504 D/D (9,005) 13,586,432 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-06 4 AS $59.22 $546,692 D/D (9,009) 28,802,612 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-10-04 4 AS $143.68 $1,300,142 D/D (9,009) 21,335,811 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-11 4 AS $119.78 $1,081,381 D/D (9,010) 22,333,837 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-07 4 AS $256.51 $2,327,863 D/D (9,014) 18,407,600 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-17 4 AS $334.63 $3,028,664 D/D (9,021) 13,168,608 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-28 4 AS $138.89 $1,257,695 D/D (9,023) 23,201,582 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-22 4 AS $272.03 $2,464,810 D/D (9,036) 13,567,858 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-22 4 AS $136.94 $1,237,956 D/D (9,039) 23,241,578 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-21 4 AS $136.95 $1,245,063 D/D (9,045) 23,250,617 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-05 4 AS $158.99 $1,445,920 D/D (9,055) 20,874,113 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-29 4 AS $159.00 $1,451,002 D/D (9,068) 21,541,437 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-16 4 AS $160.70 $1,470,545 D/D (9,082) 19,853,811 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-21 4 AS $156.59 $1,428,365 D/D (9,084) 19,997,547 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-01-02 4 AS $150.74 $1,369,793 D/D (9,086) 20,940,679 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-08-03 4 AS $46.37 $421,962 D/D (9,100) 24,955,823 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-06 4 AS $146.29 $1,341,464 D/D (9,128) 20,475,610 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-17 4 AS $157.03 $1,435,674 D/D (9,130) 20,035,947 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-06-15 4 AS $38.67 $355,504 D/D (9,132) 29,977,900 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-02 4 AS $150.22 $1,378,785 D/D (9,133) 21,707,912 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-06 4 AS $256.96 $2,353,914 D/D (9,155) 18,416,614 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-23 4 AS $70.46 $648,163 D/D (9,170) 28,212,804 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-27 4 AS $126.02 $1,159,261 D/D (9,173) 22,376,716 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 43 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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