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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 51 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   •       •       •   2021-12-14 4 AS $322.80 $3,380,098 D/D (10,419) 13,210,515 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-14 4 AS $37.08 $387,213 D/D (10,420) 29,712,553 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-13 4 AS $155.39 $1,628,261 D/D (10,425) 21,451,869 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-15 4 AS $120.12 $1,254,988 D/D (10,448) 22,300,394 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-30 4 AS $118.91 $1,255,503 D/D (10,468) 23,577,862 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-26 4 AS $44.85 $474,035 D/D (10,474) 29,369,692 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 Executive Chairman   •       •       •   2020-08-27 4 AS $162.47 $1,703,818 D/D (10,483) 19,958,885 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-05 4 AS $263.26 $2,761,988 D/D (10,488) 18,723,872 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-17 4 AS $240.93 $2,532,994 D/D (10,498) 18,847,880 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-02 4 AS $46.78 $492,369 D/D (10,505) 29,009,002 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-16 4 AS $260.06 $2,787,791 D/D (10,505) 18,259,925 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-12-13 4 AS $232.96 $2,471,660 D/D (10,505) 11,730,990 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-16 4 AS $209.27 $2,223,959 D/D (10,507) 19,301,610 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-10 4 AS $318.52 $3,379,227 D/D (10,516) 13,230,211 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-21 4 AS $121.75 $1,284,762 D/D (10,521) 22,285,281 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-05 4 AS $149.62 $1,580,327 D/D (10,529) 20,252,836 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-10 4 AS $247.19 $2,688,296 D/D (10,529) 12,378,813 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-13 4 AS $201.90 $2,143,411 D/D (10,539) 11,400,005 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-04 4 AS $228.89 $2,435,462 D/D (10,560) 12,513,665 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-19 4 AS $156.40 $1,658,559 D/D (10,566) 20,014,677 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-08 4 AS $271.89 $2,891,506 D/D (10,593) 13,492,873 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-21 4 AS $46.73 $495,386 D/D (10,600) 25,147,594 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-16 4 AS $112.83 $1,210,334 D/D (10,610) 23,679,907 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-31 4 AS $116.69 $1,239,159 D/D (10,616) 20,571,567 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 51 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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