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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 60 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   •       •       •   2020-09-25 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 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-19 4 AS $155.99 $1,996,551 D/D (12,755) 21,619,001 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-30 4 AS $159.25 $2,045,287 D/D (12,756) 19,751,026 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-03 4 AS $257.58 $3,328,707 D/D (12,757) 18,328,377 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-19 4 AS $111.77 $1,440,614 D/D (12,761) 22,665,010 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-10-05 4 AS $163.61 $2,091,804 D/D (12,783) 19,703,082 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-11-10 4 AS $236.23 $3,092,767 D/D (12,797) 12,488,111 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-08 4 AS $132.82 $1,711,736 D/D (12,834) 23,339,970 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-01-03 4 AS $107.92 $1,387,530 D/D (12,843) 22,584,461 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-02 4 AS $146.51 $1,895,363 D/D (12,871) 20,763,637 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-03 4 AS $206.98 $2,696,373 D/D (12,893) 11,532,761 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-02 4 AS $239.27 $3,143,506 D/D (12,921) 19,125,583 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-08-21 4 AS $156.07 $2,029,622 D/D (12,965) 21,596,380 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-24 4 AS $198.74 $2,578,865 D/D (12,971) 19,534,550 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-04 4 AS $144.69 $1,886,663 D/D (12,981) 20,749,056 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-02-27 4 AS $206.62 $2,693,708 D/D (12,982) 11,582,699 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-27 4 AS $37.03 $482,214 D/D (13,000) 29,638,488 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-11-16 4 AS $49.27 $640,574 D/D (13,000) 26,001,123 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-20 4 AS $141.71 $1,852,298 D/D (13,055) 20,371,351 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-12-26 4 AS $106.26 $1,401,900 D/D (13,060) 22,634,674 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-29 4 AS $150.01 $1,979,370 D/D (13,079) 20,286,580 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-03 4 AS $252.11 $3,339,431 D/D (13,100) 12,600,791 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-05-18 4 AS $114.36 $1,500,045 D/D (13,111) 23,657,007 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-08 4 AS $254.78 $3,374,983 D/D (13,124) 12,811,129 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 60 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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