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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 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   •       •       •   2020-03-30 4 AS $116.58 $1,278,815 D/D (10,928) 20,582,183 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-18 4 AS $158.98 $1,747,998 D/D (10,960) 21,422,665 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-21 4 AS $48.09 $527,201 D/D (10,963) 29,202,371 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-11-11 4 AS $50.03 $550,310 D/D (11,000) 26,014,123 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-14 4 AS $46.07 $506,785 D/D (11,000) 25,180,994 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-22 4 AS $45.74 $503,141 D/D (11,000) 25,136,594 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-07-21 4 AS $44.47 $489,203 D/D (11,000) 24,999,194 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-27 4 AS $141.79 $1,574,236 D/D (11,003) 20,316,913 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   •       •       •   2020-05-08 4 AS $142.14 $1,587,788 D/D (11,024) 20,459,527 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-27 4 AS $294.86 $3,250,599 D/D (11,024) 10,841,949 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-09 4 AS $230.94 $2,553,866 D/D (11,031) 18,572,360 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 Executive Chairman   •       •       •   2021-10-07 4 AS $268.22 $2,991,403 D/D (11,036) 13,503,466 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-06 4 AS $161.13 $1,780,136 D/D (11,048) 21,272,830 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-04 4 AS $160.37 $1,777,138 D/D (11,064) 21,512,396 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-30 4 AS $255.96 $2,844,194 D/D (11,064) 18,437,916 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   •       •       •   2019-12-17 4 AS $150.47 $1,668,860 D/D (11,071) 21,017,154 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-03-14 4 AS $119.17 $1,320,634 D/D (11,082) 22,310,842 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-14 4 AS $133.27 $1,480,049 D/D (11,093) 23,302,753 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   •       •       •   2019-03-26 4 AS $121.43 $1,358,444 D/D (11,104) 22,254,745 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-28 4 AS $157.09 $1,756,855 D/D (11,113) 21,550,505 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-10 4 AS $111.18 $1,236,264 D/D (11,117) 23,716,913 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 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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