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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 59 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   •       •       •   2020-12-16 4 AS $209.27 $2,223,959 D/D (10,507) 19,301,610 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-09 4 AS $278.11 $2,226,518 D/D (7,886) 13,622,897 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-05-06 4 AS $295.62 $2,233,078 D/D (7,486) 10,733,826 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-26 4 AS $153.84 $2,234,023 D/D (14,459) 21,569,749 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-07 4 AS $242.10 $2,245,587 D/D (9,174) 12,456,952 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-15 4 AS $240.56 $2,250,446 D/D (9,219) 12,470,300 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-31 4 AS $138.40 $2,251,240 D/D (16,060) 23,171,356 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-19 4 AS $155.76 $2,251,411 D/D (14,360) 21,192,389 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-16 4 AS $237.75 $2,278,567 D/D (9,556) 18,522,532 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-30 4 AS $140.13 $2,286,424 D/D (16,267) 20,107,648 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-13 4 AS $265.51 $2,290,153 D/D (8,624) 11,435,673 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-20 4 AS $160.30 $2,297,616 D/D (14,319) 21,393,127 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-17 4 AS $238.48 $2,300,497 D/D (9,487) 18,513,045 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-08 4 AS $230.70 $2,313,295 D/D (9,889) 12,501,411 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-06-10 4 AS $231.46 $2,314,295 D/D (9,924) 18,562,436 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-07-10 4 AS $197.12 $2,315,389 D/D (11,684) 11,293,225 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-20 4 AS $261.39 $2,316,432 D/D (8,834) 18,234,902 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-07 4 AS $256.51 $2,327,863 D/D (9,014) 18,407,600 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-28 4 AS $145.57 $2,334,271 D/D (16,012) 20,776,508 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-30 4 AS $224.32 $2,340,612 D/D (10,315) 11,541,549 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   •       •       •   2022-05-02 4 AS $252.51 $2,352,428 D/D (9,309) 12,613,891 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-07-06 4 AS $256.96 $2,353,914 D/D (9,155) 18,416,614 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-24 4 AS $317.52 $2,366,567 D/D (7,437) 13,343,650 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-12 4 AS $155.89 $2,368,373 D/D (15,174) 21,462,294 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 59 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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