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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 48 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   •       •       •   2018-05-22 4 AS $115.46 $1,409,650 D/D (12,200) 23,633,654 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-04 4 AS $139.34 $1,409,660 D/D (10,049) 21,958,221 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-11-22 4 AS $46.96 $1,409,895 D/D (30,000) 29,501,809 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-10 4 AS $139.46 $1,410,016 D/D (10,108) 23,133,101 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-15 4 AS $159.01 $1,410,748 D/D (8,740) 19,862,893 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-14 4 AS $246.00 $1,410,807 D/D (5,729) 18,692,111 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-04 4 AS $142.03 $1,412,076 D/D (9,932) 23,161,424 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-07 4 AS $132.28 $1,412,959 D/D (10,650) 23,352,804 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-21 4 AS $140.86 $1,419,672 D/D (10,009) 20,361,342 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-11 4 AS $157.43 $1,421,088 D/D (8,997) 19,883,745 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-02-07 4 AS $124.50 $1,422,270 D/D (11,416) 22,482,835 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-01 4 AS $120.38 $1,423,139 D/D (11,776) 23,557,465 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-05 4 AS $159.48 $1,424,032 D/D (8,827) 21,503,569 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-29 4 AS $135.54 $1,425,887 D/D (10,362) 22,007,315 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-13 4 AS $158.19 $1,426,706 D/D (8,988) 20,053,535 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-21 4 AS $156.59 $1,428,365 D/D (9,084) 19,997,547 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   •       •       •   2019-09-06 4 AS $161.12 $1,429,823 D/D (8,856) 21,494,713 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-21 4 AS $144.01 $1,430,017 D/D (9,906) 21,861,268 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   •       •       •   2019-02-05 4 AS $124.30 $1,431,126 D/D (11,442) 22,504,197 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-19 4 AS $162.58 $1,431,214 D/D (8,686) 20,812,109 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-17 4 AS $157.03 $1,435,674 D/D (9,130) 20,035,947 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-28 4 AS $188.07 $1,438,199 D/D (7,644) 11,355,187 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-08 4 AS $118.72 $1,438,921 D/D (11,798) 20,517,189 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 48 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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