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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 45 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   •       •       •   2018-08-20 4 AS $136.72 $1,284,826 D/D (9,393) 23,259,662 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-26 4 AS $155.24 $1,470,784 D/D (9,400) 20,792,520 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-29 4 AS $250.40 $2,407,715 D/D (9,415) 18,448,980 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-24 4 AS $219.67 $2,073,475 D/D (9,415) 11,184,499 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-13 4 AS $126.73 $1,195,141 D/D (9,419) 22,446,353 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-27 4 AS $151.82 $1,431,029 D/D (9,421) 20,959,508 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-08 4 AS $230.21 $2,186,447 D/D (9,462) 18,583,391 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-19 4 AS $122.00 $1,156,552 D/D (9,475) 22,282,093 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-03 4 AS $223.88 $2,132,826 D/D (9,477) 11,278,933 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   •       •       •   2018-11-01 4 AS $124.51 $1,181,481 D/D (9,484) 22,988,996 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-17 4 AS $238.48 $2,300,497 D/D (9,487) 18,513,045 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-15 4 AS $48.40 $459,836 D/D (9,500) 25,854,513 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-03 4 AS $275.71 $2,645,457 D/D (9,500) 13,652,311 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-10 4 AS $311.59 $2,971,184 D/D (9,509) 13,412,958 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-11 4 AS $142.63 $1,377,653 D/D (9,520) 20,450,007 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-10 4 AS $260.45 $2,512,919 D/D (9,525) 11,444,297 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-10 4 AS $71.22 $689,094 D/D (9,543) 28,304,784 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-30 4 AS $160.62 $1,536,886 D/D (9,547) 21,531,890 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-25 4 AS $156.35 $1,506,021 D/D (9,548) 19,979,628 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-16 4 AS $152.56 $1,480,010 D/D (9,549) 21,631,756 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-16 4 AS $237.75 $2,278,567 D/D (9,556) 18,522,532 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-11-06 4 AS $73.26 $705,997 D/D (9,590) 28,154,708 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-28 4 AS $62.69 $603,027 D/D (9,594) 28,597,945 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-16 4 AS $315.39 $3,069,815 D/D (9,600) 13,381,251 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 45 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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