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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 64 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   •       •       •   2018-06-19 4 AS $129.49 $1,981,045 D/D (15,195) 23,398,479 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2019-09-19 4 AS $158.36 $2,447,706 D/D (15,219) 21,407,446 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-02 4 AS $288.38 $4,533,541 D/D (15,413) 12,995,158 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-25 4 AS $114.33 $1,859,430 D/D (15,452) 20,618,927 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-11 4 AS $211.76 $3,305,523 D/D (15,491) 19,587,712 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-04-06 4 AS $110.83 $1,776,937 D/D (15,574) 20,542,320 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-19 4 AS $106.86 $1,715,652 D/D (15,587) 20,672,817 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-10 4 AS $212.71 $3,337,560 D/D (15,653) 19,603,203 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-29 4 AS $48.13 $754,853 D/D (15,685) 25,774,560 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-04 4 AS $261.53 $4,204,834 D/D (15,722) 18,312,655 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-26 4 AS $222.26 $3,513,324 D/D (15,736) 18,987,194 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-02 4 AS $253.04 $4,043,770 D/D (15,746) 18,341,134 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-19 4 AS $45.07 $712,988 D/D (15,786) 29,428,487 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-06 4 AS $58.82 $967,734 D/D (15,819) 28,786,793 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2012-12-28 4 GD $0.00 $0 D/D 15,910 24,577,946 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-03-19 4 AS $236.38 $3,805,409 D/D (16,005) 18,829,940 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-02-28 4 AS $145.57 $2,334,271 D/D (16,012) 20,776,508 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2018-08-31 4 AS $138.40 $2,251,240 D/D (16,060) 23,171,356 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-25 4 AS $235.99 $3,803,729 D/D (16,073) 18,641,724 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-12-16 4 AS $48.78 $785,292 D/D (16,100) 25,838,413 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-29 4 AS $277.04 $4,520,830 D/D (16,172) 12,657,798 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-11-13 4 AS $68.31 $1,115,713 D/D (16,258) 28,109,700 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-06-30 4 AS $140.13 $2,286,424 D/D (16,267) 20,107,648 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-05 4 AS $148.16 $2,428,837 D/D (16,325) 20,484,738 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-26 4 AS $61.90 $1,019,273 D/D (16,366) 28,393,922 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 64 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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