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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 54 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   •       •       •   2018-05-21 4 AS $115.11 $1,287,106 D/D (11,153) 23,645,854 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-04 4 AS $107.70 $1,217,541 D/D (11,173) 22,573,288 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-21 4 AS $329.60 $3,730,314 D/D (11,179) 13,156,329 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   •       •       •   2021-08-30 4 AS $261.05 $2,964,742 D/D (11,194) 13,695,343 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-28 4 AS $44.67 $500,275 D/D (11,200) 25,113,994 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-07-07 4 AS $193.46 $2,215,058 D/D (11,218) 11,304,909 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-03 4 AS $129.19 $1,449,481 D/D (11,219) 22,186,701 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-11 4 AS $60.61 $683,535 D/D (11,220) 28,513,715 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-23 4 AS $136.36 $1,543,638 D/D (11,232) 23,230,346 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-06 4 AS $130.90 $1,472,901 D/D (11,233) 23,363,454 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-08 4 AS $236.19 $2,661,327 D/D (11,234) 18,916,810 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   •       •       •   2020-09-28 4 AS $157.76 $1,787,885 D/D (11,301) 19,773,418 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-06 4 AS $262.31 $2,980,623 D/D (11,334) 11,471,495 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-09-18 4 AS $131.51 $1,492,783 D/D (11,347) 23,097,215 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-12-03 4 AS $154.75 $1,757,801 D/D (11,359) 21,119,770 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   •       •       •   2018-06-11 4 AS $128.45 $1,468,517 D/D (11,373) 23,484,136 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-02 4 AS $164.17 $1,867,062 D/D (11,373) 19,916,384 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-05 4 AS $206.07 $2,345,053 D/D (11,373) 19,647,839 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-28 4 AS $109.78 $1,250,257 D/D (11,374) 22,613,311 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-09-01 4 AS $232.25 $2,680,135 D/D (11,394) 11,517,505 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-05 4 AS $47.78 $546,741 D/D (11,400) 25,513,758 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-04-06 4 AS $48.00 $547,224 D/D (11,400) 25,502,358 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 54 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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