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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 46 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   •       •       •   2018-05-21 4 AS $115.11 $1,287,106 D/D (11,153) 23,645,854 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-18 4 AS $155.18 $1,288,203 D/D (8,296) 21,206,749 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-08 4 AS $108.31 $1,291,054 D/D (11,792) 23,736,876 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-13 4 AS $132.43 $1,297,415 D/D (9,793) 23,313,846 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   •       •       •   2019-03-29 4 AS $124.50 $1,301,382 D/D (10,414) 22,227,745 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-29 4 AS $157.07 $1,303,093 D/D (8,294) 21,131,673 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-01-08 4 AS $152.37 $1,306,010 D/D (8,571) 20,913,253 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-05 4 AS $154.09 $1,308,354 D/D (8,476) 21,103,203 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-24 4 AS $156.33 $1,309,045 D/D (8,371) 19,989,176 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-29 4 AS $298.42 $1,313,427 D/D (4,398) 10,827,616 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-07 4 AS $62.12 $1,313,824 D/D (21,100) 28,765,693 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-14 4 AS $119.17 $1,320,634 D/D (11,082) 22,310,842 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-13 4 AS $113.27 $1,327,784 D/D (11,627) 22,712,462 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-08 4 AS $220.53 $1,328,707 D/D (6,022) 11,263,385 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-01 4 AS $108.29 $1,328,755 D/D (12,214) 23,786,265 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-25 4 AS $246.05 $1,330,139 D/D (5,400) 12,433,758 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-12 4 AS $158.48 $1,332,223 D/D (8,358) 20,062,523 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-14 4 AS $157.55 $1,333,853 D/D (8,458) 20,045,077 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-11 4 AS $151.55 $1,335,012 D/D (8,808) 21,072,135 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   •       •       •   2020-05-06 4 AS $146.29 $1,341,464 D/D (9,128) 20,475,610 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-28 4 AS $161.72 $1,346,631 D/D (8,326) 19,950,559 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-12-02 4 AS $249.42 $1,348,322 D/D (5,400) 12,412,078 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-17 4 AS $265.89 $1,350,385 D/D (5,075) 18,254,850 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 46 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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