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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,662,525    

Indirect Shares

   4,902,663      
Direct Value   $3,073,472,831    

Indirect Value

   $1,413,192,610      
Total Shares   15,565,188      
Total Value   $4,486,665,441      


Morningstar Inc $3,073,472,831 Morningstar Inc $3,073,472,831
 


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... 2024-05-30 10,662,525 2024-05-30 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1689         Free Registration Required For Full Results.    Limit: 25

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  Page 57 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   •       •       •   2019-11-13 4 AS $156.09 $1,844,028 D/D (11,767) 21,232,606 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-02 4 AS $310.41 $3,747,018 D/D (11,767) 13,306,454 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-01 4 AS $120.38 $1,423,139 D/D (11,776) 23,557,465 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-08 4 AS $108.31 $1,291,054 D/D (11,792) 23,736,876 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-08 4 AS $118.72 $1,438,921 D/D (11,798) 20,517,189 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-06-27 4 AS $46.62 $553,680 D/D (11,816) 29,024,451 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-02 4 AS $253.81 $3,025,471 D/D (11,823) 18,425,769 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-19 4 AS $230.31 $2,797,821 D/D (11,846) 12,529,784 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-15 4 AS $57.75 $684,901 D/D (11,848) 28,669,945 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-11 4 AS $241.36 $2,891,839 D/D (11,849) 19,057,190 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-29 4 AS $117.20 $1,393,132 D/D (11,857) 23,588,330 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-11 4 AS $46.62 $556,187 D/D (11,891) 28,957,188 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-16 4 AS $34.31 $409,140 D/D (11,900) 29,870,000 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-03 4 AS $270.58 $3,235,637 D/D (11,922) 12,824,832 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-09 4 AS $263.46 $3,208,452 D/D (11,937) 12,799,192 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-06 4 AS $206.19 $2,479,345 D/D (11,953) 19,635,886 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-10 4 AS $131.10 $1,594,754 D/D (11,968) 20,731,195 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-20 4 AS $222.91 $2,701,545 D/D (11,988) 12,247,533 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-02 4 AS $231.60 $2,801,906 D/D (11,996) 18,605,576 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-09-09 4 AS $43.21 $518,567 D/D (12,000) 26,227,641 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-18 4 AS $250.79 $3,010,795 D/D (12,001) 19,013,119 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   •       •       •   2018-06-04 4 AS $121.30 $1,481,513 D/D (12,037) 23,545,428 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-04-01 4 AS $225.24 $2,786,993 D/D (12,053) 18,768,906 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-14 4 AS $271.74 $3,297,654 D/D (12,089) 13,603,437 0 %
  1689  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 57 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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