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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 6 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 Chairman & CEO   •       •      –    2007-06-19 4 AS $48.25 $309,835 D/D (6,400) 29,069,945 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-20 4 GD $0.00 $0 D/D 2,300 29,067,645 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-06-20 4 AS $48.27 $725,371 D/D (15,000) 29,052,645 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-06-25 4 AS $46.77 $242,494 D/D (5,178) 29,047,467 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-06-26 4 AS $46.48 $340,701 D/D (7,300) 29,040,167 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-06-26 4 AS $46.54 $182,200 D/D (3,900) 29,036,267 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-06-27 4 S $46.61 $231,484 D/D (4,944) 29,019,507 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 Chairman & CEO   •       •       •   2007-06-27 4/A AS $46.61 $231,484 D/D (4,944) 29,019,507 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-02 4 AS $46.78 $492,369 D/D (10,505) 29,009,002 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-02 4 AS $46.82 $202,418 D/D (4,310) 29,004,692 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-03 4 AS $46.82 $339,028 D/D (7,226) 28,997,466 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-05 4 AS $46.71 $702,420 D/D (15,000) 28,982,466 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-09 4 AS $47.36 $189,950 D/D (4,000) 28,978,466 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-10 4 AS $46.79 $439,539 D/D (9,387) 28,969,079 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   •       •       •   2007-07-11 4 AS $46.60 $394,077 D/D (8,409) 28,948,779 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-16 4 AS $48.08 $230,924 D/D (4,800) 28,943,979 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-17 4 AS $48.60 $230,311 D/D (4,711) 28,939,268 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-17 4 AS $48.24 $302,467 D/D (6,189) 28,933,079 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-17 4 AS $48.50 $200,098 D/D (4,100) 28,928,979 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-23 4 AS $49.59 $208,433 D/D (4,184) 28,916,793 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-23 4 AS $49.65 $398,682 D/D (8,002) 28,920,977 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-25 4 AS $48.84 $1,709,859 D/D (35,000) 28,881,793 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-30 4 AS $49.25 $142,977 D/D (2,900) 28,861,793 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 6 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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