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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,668,725    

Indirect Shares

   4,902,663      
Direct Value   $3,114,627,577    

Indirect Value

   $1,431,283,436      
Total Shares   15,571,388      
Total Value   $4,545,911,013      


Morningstar Inc $3,114,627,577 Morningstar Inc $3,114,627,577
 


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... 2024-05-24 10,668,725 2024-05-24 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1686         Free Registration Required For Full Results.    Limit: 25

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  Page 65 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   •       •       •   2020-11-20 4 AS $200.08 $3,043,476 D/D (15,093) 19,547,662 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-27 4 AS $338.56 $3,047,394 D/D (8,859) 13,128,095 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-11-16 4 AS $315.39 $3,069,815 D/D (9,600) 13,381,251 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-24 4 AS $268.32 $3,071,148 D/D (11,429) 12,692,996 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-03-06 4 AS $305.45 $3,085,889 D/D (9,982) 10,790,031 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-11-01 4 AS $161.64 $3,090,240 D/D (19,094) 21,306,386 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   •       •       •   2022-12-19 4 AS $214.43 $3,109,221 D/D (14,500) 11,715,230 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   •       •       •   2023-11-20 4 AS $270.94 $3,179,874 D/D (11,693) 11,380,617 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-23 4 AS $337.10 $3,180,212 D/D (9,375) 13,136,954 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-01 4 AS $267.06 $3,182,422 D/D (11,641) 13,673,914 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-17 4 AS $268.92 $3,196,829 D/D (11,706) 12,731,293 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-09 4 AS $263.46 $3,208,452 D/D (11,937) 12,799,192 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-09 4 AS $289.87 $3,213,394 D/D (10,882) 12,958,318 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-03 4 AS $270.58 $3,235,637 D/D (11,922) 12,824,832 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-04 4 AS $335.36 $3,241,471 D/D (9,659) 13,086,650 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-22 4 AS $274.09 $3,242,941 D/D (11,742) 10,871,821 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-12-07 4 AS $316.61 $3,247,943 D/D (10,112) 13,284,796 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2024-02-27 4 AS $294.86 $3,250,599 D/D (11,024) 10,841,949 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   •       •       •   2021-09-14 4 AS $271.74 $3,297,654 D/D (12,089) 13,603,437 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   •       •       •   2021-08-03 4 AS $257.58 $3,328,707 D/D (12,757) 18,328,377 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-10 4 AS $212.71 $3,337,560 D/D (15,653) 19,603,203 0 %
  1686  Records found
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  Page 65 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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