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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 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   •       •       •   2019-11-04 4 AS $162.41 $2,021,199 D/D (12,445) 21,293,941 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-24 4 AS $116.69 $1,463,702 D/D (12,462) 23,607,687 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-27 4 AS $45.00 $563,894 D/D (12,498) 29,338,317 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-04 4 AS $290.52 $3,677,122 D/D (12,504) 12,981,704 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-10 4 AS $295.48 $3,703,428 D/D (12,508) 12,945,810 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-15 4 AS $37.97 $478,815 D/D (12,538) 29,700,015 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-04 4 AS $107.31 $1,351,514 D/D (12,565) 23,758,947 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-19 4 AS $142.51 $1,799,875 D/D (12,567) 20,384,406 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-14 4 AS $267.09 $3,385,065 D/D (12,609) 11,423,064 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-01 4 AS $286.82 $3,632,208 D/D (12,629) 13,010,571 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-05-30 4 AS $200.80 $2,580,536 D/D (12,650) 11,455,575 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-27 4 AS $187.12 $2,376,678 D/D (12,650) 11,362,831 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-29 4 AS $188.56 $2,413,781 D/D (12,650) 11,342,537 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-06-30 4 AS $192.68 $2,460,033 D/D (12,650) 11,329,887 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-17 4 AS $219.37 $2,795,620 D/D (12,650) 11,216,745 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-25 4 AS $220.53 $2,798,459 D/D (12,650) 11,571,129 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-28 4 AS $221.54 $2,847,132 D/D (12,650) 11,558,479 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-08-31 4 AS $227.85 $2,925,149 D/D (12,650) 11,528,899 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-16 4 AS $269.06 $3,418,074 D/D (12,650) 11,402,638 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-21 4 AS $272.77 $3,467,547 D/D (12,650) 11,367,967 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-11-22 4 AS $275.16 $3,488,434 D/D (12,650) 11,355,317 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-23 4 AS $282.10 $3,771,159 D/D (12,650) 10,859,171 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-16 4 AS $134.62 $1,710,772 D/D (12,660) 23,281,179 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-25 4 AS $152.67 $1,953,542 D/D (12,682) 19,784,719 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-28 4 AS $48.08 $613,126 D/D (12,753) 25,790,245 0 -
  1687  Records found
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  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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