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Insider Information:   Mansueto Joseph D
Relationship:   Director
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   10,674,922    

Indirect Shares

   4,902,663      
Direct Value   $3,176,856,787    

Indirect Value

   $1,459,032,509      
Total Shares   15,577,585      
Total Value   $4,635,889,296      


Morningstar Inc $3,176,856,787 Morningstar Inc $3,176,856,787
 


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... 2024-05-22 10,674,922 2024-05-22 4,902,663    Premium*  
            Whole Foods Market Inc WFM Director 2017-08-28 0 2017-08-28 0    Premium*  
* Premium Members only  

Records found :    1684         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 Chairman & CEO   •       •      –    2006-06-26 4 AS $37.05 $627,359 D/D (16,781) 29,903,873 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-13 4 AS $144.76 $2,443,945 D/D (16,839) 20,420,999 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-11-09 4 AS $209.43 $3,625,061 D/D (17,030) 19,618,856 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-03 4 AS $264.41 $4,504,209 D/D (17,032) 18,739,848 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-03-23 4 AS $106.64 $1,838,395 D/D (17,033) 20,648,794 0 %
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-05 4 AS $62.88 $1,073,201 D/D (17,065) 28,550,373 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-07-30 4 AS $48.99 $838,651 D/D (17,100) 28,864,693 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-12-11 4 AS $203.65 $3,526,812 D/D (17,238) 19,337,284 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-05-28 4 AS $145.42 $2,587,179 D/D (17,254) 20,299,659 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-16 4 AS $251.66 $4,362,311 D/D (17,261) 19,025,376 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2019-06-03 4 AS $139.58 $2,437,933 D/D (17,267) 21,968,270 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-05-20 4 AS $233.66 $4,098,871 D/D (17,286) 18,671,752 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-10-02 4 AS $163.12 $2,836,982 D/D (17,337) 19,715,865 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-09 4 AS $238.05 $4,227,494 D/D (17,579) 19,080,177 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-08 4 AS $237.72 $4,238,977 D/D (17,680) 19,097,756 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2022-03-16 4 AS $261.84 $4,724,408 D/D (17,688) 12,742,999 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2020-10-01 4 AS $160.35 $2,873,237 D/D (17,824) 19,733,202 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-06-23 4 AS $36.81 $668,174 D/D (18,021) 29,927,852 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-01-11 4 AS $302.67 $5,496,208 D/D (18,030) 13,066,032 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-28 4 AS $45.18 $824,919 D/D (18,218) 29,312,597 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-09-01 4 AS $159.77 $3,001,878 D/D (18,304) 19,927,757 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-02-01 4 AS $230.81 $4,356,109 D/D (18,376) 19,138,504 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-09-12 4 AS $36.50 $687,860 D/D (18,797) 29,732,304 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-08-21 4 AS $63.26 $1,191,758 D/D (18,823) 28,617,570 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-25 4 AS $266.61 $5,253,016 D/D (19,022) 12,870,629 0 %
  1684  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 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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