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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   $3,069,217,600    

Indirect Value

   $1,410,447,118      
Total Shares   15,571,152      
Total Value   $4,479,664,719      


Morningstar Inc $3,069,217,600 Morningstar Inc $3,069,217,600
 


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 62 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   •       •       •   2007-11-05 4 AS $73.64 $1,036,706 D/D (14,078) 28,178,508 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-05 4 AS $123.66 $1,749,481 D/D (14,127) 23,531,301 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-15 4 AS $243.46 $3,513,447 D/D (14,168) 18,858,986 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-02 4 AS $190.09 $2,737,460 D/D (14,196) 19,688,234 0 %
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-11-17 4 AS $30.01 $427,617 D/D (14,248) 27,090,853 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   •       •       •   2019-01-09 4 AS $108.85 $1,564,741 D/D (14,360) 22,540,924 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   •       •       •   2020-03-24 4 AS $107.84 $1,610,521 D/D (14,415) 20,634,379 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-04 4 AS $201.49 $2,985,013 D/D (14,450) 19,659,212 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 Chairman & CEO   •       •      –    2009-12-09 4 S $46.97 $681,113 D/D (14,500) 25,871,013 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-05-13 4 AS $236.14 $3,481,919 D/D (14,500) 12,553,848 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-14 4 AS $223.49 $3,285,728 D/D (14,500) 12,437,745 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-06-15 4 AS $229.99 $3,387,906 D/D (14,500) 12,423,245 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-08-03 4 AS $240.13 $3,558,802 D/D (14,500) 12,408,580 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-12-19 4 AS $214.43 $3,109,221 D/D (14,500) 11,715,230 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-01 4 AS $206.85 $3,002,583 D/D (14,500) 11,555,781 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-12 4 AS $245.06 $3,604,829 D/D (14,553) 19,042,637 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-03 4 AS $195.27 $2,889,103 D/D (14,572) 19,673,662 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-01 4 AS $310.81 $4,591,681 D/D (14,604) 13,318,221 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-29 4 AS $45.13 $667,026 D/D (14,725) 29,297,872 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-15 4 AS $38.01 $563,735 D/D (14,789) 29,685,226 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   •       •       •   2019-04-02 4 AS $128.48 $1,908,142 D/D (14,846) 22,197,920 0 -
  1687  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 62 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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