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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 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   •       •       •   2022-06-07 4 AS $242.10 $2,245,587 D/D (9,174) 12,456,952 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-19 4 AS $198.30 $1,831,086 D/D (9,176) 19,562,755 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-06 4 AS $225.69 $2,102,022 D/D (9,188) 12,300,737 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-18 4 AS $158.48 $1,475,888 D/D (9,213) 20,820,795 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-23 4 AS $154.36 $1,429,812 D/D (9,216) 19,817,237 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-06 4 AS $260.77 $2,407,918 D/D (9,218) 18,303,137 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-15 4 AS $240.56 $2,250,446 D/D (9,219) 12,470,300 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-01 4 AS $144.87 $1,338,691 D/D (9,234) 21,799,705 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-09 4 AS $260.34 $2,434,031 D/D (9,251) 18,293,886 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-24 4 AS $135.81 $1,260,444 D/D (9,252) 22,027,587 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-07 4 AS $115.84 $1,072,053 D/D (9,255) 22,744,997 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-02 4 AS $229.54 $2,128,332 D/D (9,268) 18,966,463 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-23 4 AS $232.39 $2,168,171 D/D (9,273) 11,595,681 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-13 4 AS $322.59 $3,004,757 D/D (9,277) 13,220,934 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-07 4 AS $279.11 $2,601,491 D/D (9,297) 13,643,014 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-08 4 AS $108.11 $1,009,266 D/D (9,304) 22,555,284 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-02 4 AS $252.51 $2,352,428 D/D (9,309) 12,613,891 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-17 4 AS $155.01 $1,473,634 D/D (9,322) 21,433,625 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-13 4 AS $36.72 $345,006 D/D (9,331) 29,722,973 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-22 4 AS $280.42 $2,633,166 D/D (9,337) 12,704,425 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-30 4 AS $146.29 $1,370,682 D/D (9,338) 21,371,373 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-23 4 AS $337.10 $3,180,212 D/D (9,375) 13,136,954 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-03 4 AS $261.54 $2,462,190 D/D (9,376) 11,482,829 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-10 4 AS $46.79 $439,539 D/D (9,387) 28,969,079 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-20 4 AS $124.73 $1,173,953 D/D (9,392) 22,412,578 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 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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