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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 49 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 Chairman & CEO   •       •      –    2010-07-06 4 AS $42.95 $429,619 D/D (10,000) 25,096,994 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-22 4 AS $336.03 $3,363,576 D/D (10,000) 13,146,329 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   •       •       •   2019-11-26 4 AS $156.71 $1,579,165 D/D (10,042) 21,148,097 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 Executive Chairman   •       •       •   2022-03-25 4 AS $268.04 $2,695,775 D/D (10,050) 12,682,946 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-05 4 AS $161.69 $1,627,055 D/D (10,063) 21,283,878 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-18 4 AS $150.13 $1,514,383 D/D (10,085) 20,176,868 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-11 4 AS $158.72 $1,604,940 D/D (10,092) 20,070,881 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-05 4 AS $47.52 $480,364 D/D (10,108) 29,117,645 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   •       •       •   2019-05-17 4 AS $133.70 $1,356,779 D/D (10,108) 22,068,899 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-07 4 AS $316.61 $3,247,943 D/D (10,112) 13,284,796 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-02 4 AS $206.51 $2,093,821 D/D (10,127) 11,545,654 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-20 4 AS $237.83 $2,439,800 D/D (10,129) 12,519,655 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-12 4 AS $44.73 $458,653 D/D (10,180) 29,458,973 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-17 4 AS $34.59 $357,275 D/D (10,181) 29,859,819 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-06 4 AS $161.58 $1,648,300 D/D (10,182) 20,081,775 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-16 4 AS $246.91 $2,528,330 D/D (10,203) 18,380,060 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-02 4 AS $63.85 $654,497 D/D (10,208) 28,364,679 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-01-06 4 AS $151.27 $1,562,857 D/D (10,221) 20,922,725 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-11 4 AS $233.32 $2,412,357 D/D (10,240) 18,552,196 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-26 4 AS $158.73 $1,652,060 D/D (10,260) 19,969,368 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-03 4 AS $117.80 $1,217,003 D/D (10,262) 22,764,548 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-11 4 AS $243.60 $2,503,289 D/D (10,266) 18,881,001 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 49 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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