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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,674,922    

Indirect Shares

   4,902,663      
Direct Value   $3,176,856,787    

Indirect Value

   $1,459,032,509      
Total Shares   15,577,585      
Total Value   $4,635,889,296      


Morningstar Inc $3,176,856,787 Morningstar Inc $3,176,856,787
 


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... 2024-05-22 10,674,922 2024-05-22 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1684         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   •       •      –    2009-01-28 4 AS $35.49 $255,550 D/D (7,200) 26,854,446 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-11-05 4 AS $35.56 $533,418 D/D (15,000) 27,166,231 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-22 4 AS $35.57 $107,031 D/D (2,947) 29,837,053 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-01-13 4 AS $35.79 $257,685 D/D (7,200) 26,896,746 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-04-28 4 AS $35.90 $287,183 D/D (8,000) 26,609,530 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-04-27 4 AS $35.97 $287,726 D/D (8,000) 26,617,230 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-25 4 AS $36.36 $290,093 D/D (7,950) 29,673,275 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-25 4 AS $36.36 $212,130 D/D (5,787) 29,667,488 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-28 4 AS $36.50 $241,692 D/D (6,568) 29,807,200 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-12 4 AS $36.50 $687,860 D/D (18,797) 29,732,304 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-28 4 AS $36.53 $309,799 D/D (8,432) 29,813,768 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-06-20 4 AS $36.55 $149,353 D/D (4,080) 29,945,873 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-22 4 AS $36.55 $70,122 D/D (1,900) 29,825,000 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-06-21 4 AS $36.56 $259,488 D/D (7,083) 29,950,153 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-06-21 4 AS $36.58 $7,316 D/D (200) 29,949,953 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-01-12 4 AS $36.58 $25,606 D/D (700) 26,903,946 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-12 4 AS $36.67 $60,443 D/D (1,634) 29,730,670 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-22 4 AS $36.69 $7,338 D/D (200) 29,681,225 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-13 4 AS $36.72 $345,006 D/D (9,331) 29,722,973 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-13 4 AS $36.74 $315,967 D/D (8,522) 29,714,451 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-29 4 AS $36.76 $248,097 D/D (6,700) 29,794,800 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-29 4 AS $36.79 $210,976 D/D (5,700) 29,801,500 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-06-23 4 AS $36.81 $668,174 D/D (18,021) 29,927,852 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-01-05 4 AS $36.81 $265,050 D/D (7,200) 26,919,046 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-19 4 AS $36.83 $201,866 D/D (5,459) 29,694,556 0 -
  1684  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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