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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 9 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   •       •      –    2008-01-24 4 AS $63.15 $89,046 D/D (1,404) 27,975,845 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-01-25 4 AS $47.50 $90,253 D/D (1,900) 25,711,036 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-06-04 4 AS $69.70 $90,633 D/D (1,300) 27,606,192 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2021-08-18 4 AS $263.33 $92,166 D/D (350) 18,254,500 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-02-05 4 AS $66.45 $93,148 D/D (1,400) 27,950,445 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2023-03-17 4 AS $185.35 $93,234 D/D (503) 11,482,324 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-11-21 4 AS $46.75 $93,925 D/D (2,000) 29,531,809 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-06 4 AS $62.68 $94,255 D/D (1,494) 28,541,387 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-29 4 AS $36.88 $96,985 D/D (2,600) 29,792,200 0 -
MORN Morningstar Inc Executive Chairman   •       •       •   2022-02-08 4 AS $292.16 $97,326 D/D (333) 12,969,200 0 %
MORN Morningstar Inc Executive Chairman   •       •       •   2021-09-13 4 AS $277.75 $98,178 D/D (353) 13,615,526 0 %
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-29 4 AS $57.69 $98,417 D/D (1,699) 27,732,099 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-03-24 4 AS $63.52 $99,584 D/D (1,549) 27,812,152 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-30 4 AS $37.82 $99,810 D/D (2,624) 29,777,200 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-06-08 4 AS $46.63 $100,074 D/D (2,146) 25,200,894 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2010-02-08 4 AS $45.57 $102,073 D/D (2,240) 25,674,446 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-04-14 4 AS $60.95 $103,792 D/D (1,700) 27,765,499 0 -
MORN Morningstar Inc Chairman & CEO   •       •       •   2007-09-25 4 AS $60.11 $104,041 D/D (1,724) 28,421,243 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-23 4 AS $37.18 $104,309 D/D (2,800) 29,822,200 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-12-13 4 AS $45.04 $104,409 D/D (2,300) 29,448,773 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2008-01-09 4 AS $69.94 $104,951 D/D (1,500) 28,054,243 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-16 4 AS $34.30 $106,496 D/D (3,100) 29,881,900 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2009-10-27 4 AS $53.36 $106,714 D/D (2,000) 26,073,206 0 -
MORN Morningstar Inc Chairman & CEO   •       •      –    2006-08-22 4 AS $35.57 $107,031 D/D (2,947) 29,837,053 -
MORN Morningstar Inc Executive Chairman   •       •       •   2020-10-06 4 AS $164.09 $107,594 D/D (652) 19,702,430 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 9 of 68  
 
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  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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