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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 53 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   •       •       •   2019-12-17 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 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-18 4 AS $150.54 $1,669,966 D/D (11,069) 21,006,085 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-11-09 4 AS $124.36 $1,671,888 D/D (13,408) 22,934,632 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-08 4 AS $235.90 $1,676,038 D/D (7,000) 12,285,684 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-08-18 4 AS $156.83 $1,680,253 D/D (10,704) 20,025,243 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-06 4 AS $124.41 $1,681,196 D/D (13,501) 23,517,800 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-17 4 AS $320.74 $1,687,511 D/D (5,258) 13,375,993 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-01 4 AS $152.94 $1,695,866 D/D (11,035) 20,275,545 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-01-10 4 AS $68.43 $1,696,707 D/D (24,792) 28,024,243 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 Chairman & CEO   •       •       •   2007-07-25 4 AS $48.84 $1,709,859 D/D (35,000) 28,881,793 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-16 4 AS $134.62 $1,710,772 D/D (12,660) 23,281,179 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-16 4 AS $218.75 $1,711,032 D/D (7,799) 11,229,395 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-08 4 AS $132.82 $1,711,736 D/D (12,834) 23,339,970 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-09 4 AS $151.64 $1,711,876 D/D (11,183) 20,230,153 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-19 4 AS $106.86 $1,715,652 D/D (15,587) 20,672,817 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-12 4 AS $233.19 $1,716,749 D/D (7,345) 12,568,348 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-16 4 AS $148.70 $1,723,873 D/D (11,476) 21,028,225 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-04 4 AS $160.05 $1,729,339 D/D (10,762) 20,883,168 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-27 4 AS $276.22 $1,734,274 D/D (6,257) 11,342,505 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-01-03 4 S $75.59 $1,739,518 D/D (23,000) 28,070,950 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-08 4 AS $205.23 $1,744,676 D/D (8,478) 11,414,306 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-08 4 AS $150.52 $1,745,917 D/D (11,500) 20,241,336 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-18 4 AS $158.98 $1,747,998 D/D (10,960) 21,422,665 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 53 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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