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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 52 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   •       •       •   2019-10-03 4 AS $142.95 $1,595,235 D/D (11,145) 21,344,820 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-07 4 AS $117.29 $1,600,329 D/D (13,333) 20,528,987 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 Executive Chairman   •       •       •   2020-03-24 4 AS $107.84 $1,610,521 D/D (14,415) 20,634,379 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-09 4 AS $145.05 $1,613,753 D/D (11,096) 21,752,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-25 4 AS $141.69 $1,614,659 D/D (11,370) 21,843,347 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-10-03 4 AS $121.73 $1,621,833 D/D (13,268) 23,011,582 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   •       •       •   2019-09-13 4 AS $155.39 $1,628,261 D/D (10,425) 21,451,869 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 Executive Chairman   •       •       •   2021-02-19 4 AS $248.57 $1,635,774 D/D (6,580) 19,006,539 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-23 4 AS $247.74 $1,637,781 D/D (6,611) 18,482,397 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-07-03 4 AS $145.23 $1,641,610 D/D (11,235) 21,779,654 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-06 4 AS $148.94 $1,645,326 D/D (11,023) 21,694,834 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-23 4 AS $241.65 $1,647,487 D/D (6,700) 12,439,158 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-17 4 AS $135.15 $1,648,259 D/D (12,124) 23,269,055 0 -
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   •       •       •   2023-06-01 4 AS $204.15 $1,649,340 D/D (8,072) 11,441,871 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   •       •       •   2022-08-29 4 AS $231.20 $1,657,303 D/D (7,154) 12,332,309 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   •       •       •   2019-12-06 4 AS $154.59 $1,661,379 D/D (10,747) 21,092,456 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-01 4 AS $227.45 $1,661,562 D/D (7,280) 12,312,138 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-17 4 AS $150.47 $1,668,860 D/D (11,071) 21,017,154 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-05-30 4 AS $138.59 $1,669,097 D/D (12,033) 21,995,282 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 52 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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