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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 44 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   •       •       •   2019-01-04 4 AS $107.70 $1,217,541 D/D (11,173) 22,573,288 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-12 4 AS $113.16 $1,225,756 D/D (10,778) 22,724,089 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-10 4 AS $111.18 $1,236,264 D/D (11,117) 23,716,913 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   •       •       •   2018-11-06 4 AS $123.88 $1,239,091 D/D (9,994) 22,961,873 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-31 4 AS $116.69 $1,239,159 D/D (10,616) 20,571,567 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-11 4 AS $218.57 $1,239,700 D/D (5,650) 11,245,747 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-01 4 AS $115.56 $1,239,943 D/D (10,725) 20,560,842 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-12-08 4 AS $237.70 $1,241,138 D/D (5,207) 11,743,241 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-22 4 AS $273.10 $1,241,403 D/D (4,545) 12,907,397 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-11 4 AS $272.48 $1,242,104 D/D (4,547) 13,488,326 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-21 4 AS $131.13 $1,243,639 D/D (9,483) 23,071,836 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-16 4 AS $281.05 $1,244,508 D/D (4,428) 12,921,761 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-06 4 AS $125.12 $1,244,633 D/D (9,946) 22,494,251 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   •       •       •   2019-12-04 4 AS $153.93 $1,249,702 D/D (8,091) 21,111,679 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-28 4 AS $109.78 $1,250,257 D/D (11,374) 22,613,311 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-11 4 AS $125.81 $1,251,324 D/D (9,946) 22,463,926 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-16 4 AS $244.56 $1,251,706 D/D (5,100) 12,465,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-05 4 AS $146.08 $1,253,687 D/D (8,582) 21,771,072 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 Executive Chairman   •       •       •   2019-03-15 4 AS $120.12 $1,254,988 D/D (10,448) 22,300,394 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-30 4 AS $118.91 $1,255,503 D/D (10,468) 23,577,862 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-28 4 AS $125.77 $1,256,919 D/D (9,938) 23,033,597 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-28 4 AS $138.89 $1,257,695 D/D (9,023) 23,201,582 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 44 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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