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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 63 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   •       •       •   2020-12-10 4 AS $202.21 $3,018,524 D/D (14,852) 19,354,522 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-26 4 AS $44.76 $669,792 D/D (14,853) 29,354,839 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-15 4 AS $131.09 $1,955,683 D/D (14,918) 23,421,110 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-04-01 4 AS $126.94 $1,920,473 D/D (14,979) 22,212,766 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-05 4 AS $38.23 $574,552 D/D (15,000) 29,762,200 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2007-05-30 4 AS $46.81 $702,150 D/D (15,000) 29,148,978 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   •       •       •   2007-07-05 4 AS $46.71 $702,420 D/D (15,000) 28,982,466 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-14 4 AS $59.49 $893,021 D/D (15,000) 28,681,793 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-10-09 4 AS $71.11 $1,067,113 D/D (15,000) 28,324,987 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-01-14 4 AS $67.78 $1,018,041 D/D (15,000) 28,009,243 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-11-05 4 AS $35.56 $533,418 D/D (15,000) 27,166,231 0 -
MORN Morningstar Inc Chairman & CEO   •       –      –    2008-11-07 4 AS $33.45 $501,803 D/D (15,000) 27,151,231 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-11-05 4 AS $50.83 $762,465 D/D (15,000) 26,045,123 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-11-18 4 AS $48.82 $732,311 D/D (15,000) 25,985,113 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-11-30 4 AS $46.22 $693,269 D/D (15,000) 25,934,113 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-01 4 AS $46.22 $693,269 D/D (15,000) 25,919,113 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-02 4 AS $47.91 $718,797 D/D (15,000) 25,904,113 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2018-06-12 4 AS $130.25 $1,961,482 D/D (15,039) 23,469,097 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-15 4 AS $258.53 $3,951,121 D/D (15,054) 12,760,687 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-03 4 GD $0.00 $0 D/D 15,060 25,889,053 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-04-04 4 AS $269.74 $4,121,182 D/D (15,077) 12,623,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-26 4 AS $117.01 $1,791,426 D/D (15,082) 20,603,845 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-20 4 AS $200.08 $3,043,476 D/D (15,093) 19,547,662 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-12 4 AS $155.89 $2,368,373 D/D (15,174) 21,462,294 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 63 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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