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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 58 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   •       •       •   2022-09-06 4 AS $225.69 $2,102,022 D/D (9,188) 12,300,737 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-12 4 AS $281.39 $2,110,273 D/D (7,481) 10,908,710 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-10-06 4 AS $262.51 $2,116,705 D/D (7,996) 13,514,502 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-02 4 AS $229.54 $2,128,332 D/D (9,268) 18,966,463 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-03 4 AS $223.88 $2,132,826 D/D (9,477) 11,278,933 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-09 4 AS $276.40 $2,137,018 D/D (7,668) 10,916,191 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-13 4 AS $201.90 $2,143,411 D/D (10,539) 11,400,005 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-09-12 4 AS $245.35 $2,153,213 D/D (8,747) 12,268,928 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-22 4 AS $245.71 $2,155,254 D/D (8,679) 18,489,008 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-16 4 AS $183.08 $2,158,104 D/D (11,584) 11,482,827 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-07 4 AS $260.60 $2,162,792 D/D (8,266) 18,714,965 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-28 4 AS $249.08 $2,163,929 D/D (8,620) 18,458,395 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-23 4 AS $232.39 $2,168,171 D/D (9,273) 11,595,681 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-15 4 AS $145.06 $2,170,998 D/D (14,833) 20,398,259 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-14 4 AS $131.58 $2,174,889 D/D (16,469) 23,436,028 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-07 4 AS $262.37 $2,177,344 D/D (8,297) 11,463,198 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-08 4 AS $230.21 $2,186,447 D/D (9,462) 18,583,391 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-01 4 AS $242.45 $2,194,071 D/D (8,962) 11,659,263 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-13 4 AS $132.39 $2,198,369 D/D (16,600) 23,452,497 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-15 4 AS $273.46 $2,200,623 D/D (8,000) 13,595,437 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-07 4 AS $298.39 $2,206,505 D/D (7,344) 10,726,482 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-21 4 AS $251.67 $2,210,977 D/D (8,745) 18,360,534 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-09 4 AS $160.25 $2,211,085 D/D (13,794) 21,480,919 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   •       •       •   2021-10-13 4 AS $267.14 $2,218,014 D/D (8,292) 13,475,508 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 58 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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