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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   $3,069,217,600    

Indirect Value

   $1,410,447,118      
Total Shares   15,571,152      
Total Value   $4,479,664,719      


Morningstar Inc $3,069,217,600 Morningstar Inc $3,069,217,600
 


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 50 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   •       •       •   2018-05-07 4 AS $107.64 $1,111,613 D/D (10,279) 23,748,668 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-25 4 AS $235.05 $2,433,355 D/D (10,293) 12,340,603 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-03 4 AS $47.09 $485,002 D/D (10,300) 25,407,458 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-04 4 AS $47.34 $487,637 D/D (10,300) 25,397,158 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-05 4 AS $47.87 $493,094 D/D (10,300) 25,386,858 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-10 4 AS $47.99 $496,490 D/D (10,300) 25,376,558 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-11 4 AS $48.27 $497,215 D/D (10,300) 25,366,258 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-12 4 AS $48.09 $495,298 D/D (10,300) 25,355,958 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-17 4 AS $47.68 $491,123 D/D (10,300) 25,345,658 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-18 4 AS $48.81 $502,729 D/D (10,300) 25,335,358 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-24 4 AS $46.63 $480,243 D/D (10,300) 25,249,648 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-25 4 AS $46.43 $478,218 D/D (10,300) 25,239,348 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-05-26 4 AS $47.67 $492,300 D/D (10,300) 25,229,048 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-27 4 AS $142.14 $1,473,453 D/D (10,304) 21,822,343 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-30 4 AS $224.32 $2,340,612 D/D (10,315) 11,541,549 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-19 4 AS $150.25 $1,558,515 D/D (10,322) 20,166,546 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-05 4 AS $255.34 $2,690,702 D/D (10,322) 13,522,498 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-17 4 AS $270.78 $2,798,891 D/D (10,328) 11,392,310 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-15 4 AS $144.06 $1,511,802 D/D (10,330) 20,209,307 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   •       •       •   2021-05-13 4 AS $242.45 $2,547,652 D/D (10,376) 18,697,840 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-25 4 AS $240.60 $2,548,815 D/D (10,377) 12,498,651 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-12 4 AS $142.97 $1,494,251 D/D (10,380) 20,219,637 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-21 4 AS $238.72 $2,491,700 D/D (10,394) 12,452,275 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-29 4 AS $124.50 $1,301,382 D/D (10,414) 22,227,745 0 -
  1687  Records found
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  Page 50 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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