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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 5 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   •       •      –    2006-12-28 4 AS $45.18 $824,919 D/D (18,218) 29,312,597 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-29 4 AS $45.15 $39,416 D/D (872) 29,297,000 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-29 4 AS $45.13 $667,026 D/D (14,725) 29,297,872 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-03-27 4 GD $0.00 $0 D/D 5,000 29,292,000 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-04 4 AS $51.14 $511,374 D/D (10,000) 29,282,000 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-07 4 AS $51.37 $60,875 D/D (1,185) 29,280,815 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-14 4 AS $49.13 $1,141,634 D/D (23,238) 29,257,577 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-15 4 AS $49.25 $515,920 D/D (10,476) 29,247,101 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-16 4 AS $48.44 $1,635,724 D/D (33,767) 29,213,334 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-21 4 AS $48.09 $527,201 D/D (10,963) 29,202,371 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-22 4 AS $48.33 $401,156 D/D (8,300) 29,194,071 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-23 4 AS $48.01 $398,454 D/D (8,300) 29,188,978 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-29 4 AS $46.83 $1,027,622 D/D (21,876) 29,167,102 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-29 4 AS $46.95 $146,920 D/D (3,124) 29,163,978 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-30 4 AS $46.81 $702,150 D/D (15,000) 29,148,978 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-31 4 AS $47.49 $160,425 D/D (3,374) 29,133,978 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-31 4 AS $47.08 $551,713 D/D (11,626) 29,137,352 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-04 4 AS $47.80 $297,585 D/D (6,225) 29,127,753 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 Chairman & CEO   •       •      –    2007-06-11 4 AS $47.15 $665,392 D/D (14,072) 29,103,573 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-11 4 AS $47.15 $516,215 D/D (10,928) 29,092,645 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-12 4 AS $47.26 $37,880 D/D (800) 29,091,845 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-13 4 AS $46.83 $396,102 D/D (8,400) 29,083,445 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-13 4 AS $46.79 $309,941 D/D (6,600) 29,076,845 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-18 4 AS $48.67 $24,391 D/D (500) 29,076,345 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 5 of 68  
 
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  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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