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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 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   •       •       •   2022-12-29 4 AS $208.69 $2,087,448 D/D (9,600) 11,671,084 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-24 4 AS $277.13 $2,679,989 D/D (9,634) 13,549,247 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-29 4 AS $158.55 $1,538,293 D/D (9,636) 19,763,782 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-31 4 AS $150.78 $1,456,211 D/D (9,643) 20,949,765 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-20 4 AS $156.23 $1,509,056 D/D (9,656) 21,609,345 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-04 4 AS $335.36 $3,241,471 D/D (9,659) 13,086,650 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-11 4 AS $262.53 $2,552,590 D/D (9,683) 12,789,359 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-09 4 AS $155.79 $1,544,432 D/D (9,684) 19,901,240 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-11 4 AS $112.03 $1,091,877 D/D (9,707) 22,734,867 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-31 4 AS $138.56 $1,355,035 D/D (9,745) 21,985,537 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-06 4 AS $210.65 $2,071,273 D/D (9,748) 11,523,013 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-08-02 4 AS $45.71 $447,784 D/D (9,750) 24,964,923 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-08-04 4 AS $45.77 $446,286 D/D (9,750) 24,946,073 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-08-09 4 AS $45.51 $443,708 D/D (9,750) 24,936,323 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-08-16 4 AS $42.55 $414,903 D/D (9,750) 24,926,573 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-08-17 4 AS $42.58 $415,144 D/D (9,750) 24,916,823 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-08 4 AS $199.95 $1,964,650 D/D (9,781) 19,383,278 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-10-02 4 AS $143.77 $1,406,900 D/D (9,786) 21,355,965 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-31 4 AS $266.68 $2,631,019 D/D (9,788) 13,685,555 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-17 4 AS $114.43 $1,122,671 D/D (9,789) 23,670,118 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-21 4 AS $241.68 $2,409,258 D/D (9,789) 18,497,687 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 Chairman & CEO   •       –      –    2008-10-20 4 AS $51.58 $505,533 D/D (9,800) 27,240,578 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-14 4 AS $111.88 $1,096,598 D/D (9,800) 23,699,251 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-02 4 AS $247.30 $2,509,660 D/D (9,805) 11,649,458 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 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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