Insider Holders & Insider Ownership - Morningstar Inc. (MORN)

List of insiders holdings for Morningstar Inc.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#Insider Holder NameReport
Date Time		Shares Owned
Directly
Indirectly		Total
Shares Owned		Filing
1Mansueto Joseph D
Executive Chairman
10% Owner		2025-06-30 17:21:119,412,836
5,486,106		14,898,942Form 4
2Huang Tao
Chief Operating Officer		2011-01-31 14:10:59488,116
0		488,116Form 4
3Armour Timothy K
Managing Director
Director		2008-02-14 17:01:27450,229
0		450,229Form 4
4Odelbo Catherine Gillis
Head of Corporate Strategy		2016-10-28 12:39:47228,539
0		228,539Form 4
5Phillips Donald James II
Director		2016-05-17 15:24:58160,187
11,497		171,684Form 4
6Rekenthaler John A
VP, Research & New Prod. Dev.		2008-05-19 09:21:30157,375
0		157,375Form 4
7Kapoor Kunal
CEO		2025-05-19 21:37:42145,535
0		145,535Form 4
8Reinkemeyer Patrick J
President, Morningstar Assocs.		2010-11-12 11:53:14102,317
0		102,317Form 4
9Boruff Christopher P
Head of Global Products		2014-02-03 15:19:2054,657
0		54,657Form 4
10Sturm Paul W
Director		2016-05-16 17:29:5446,656
0		46,656Form 4
11Kirscher Elizabeth
Pres., Data Division		2012-05-16 14:40:3645,451
0		45,451Form 4
12Williams David W
Head of Design		2016-05-17 15:20:3243,605
0		43,605Form 4
13Kaplan Steven N
Director		2025-05-19 20:41:5341,936
0		41,936Form 4
14Boudos Martha Dustin
Chief Financial Officer		2007-07-11 15:59:2141,066
0		41,066Form 4
15Chen Peng
Pres., Investment Management		2012-05-16 14:35:2036,006
0		36,006Form 4
16Desmond Bevin
Chief Talent & Culture Officer		2022-11-21 18:09:4524,774
11,207		35,981Form 4
17FRANCIS CHERYL A
Director		2025-05-19 20:56:5735,790
0		35,790Form 4
18NOONAN JACK
Director		2020-05-19 17:33:258,359
26,401		34,760Form 4
19Cooley Richard Scott
Chief Financial Officer		2013-11-01 15:26:2028,500
0		28,500Form 4
20Idzorek Thomas
Pres., Investment Management		2015-01-30 11:37:2927,533
0		27,533Form 4
21Robbins Richard E
General Counsel		2015-08-03 14:49:0624,658
0		24,658Form 4
22ZENTMYER HUGH J
Director		2019-05-17 10:29:0920,157
0		20,157Form 4
23Goff Gregory R
Chief Technology Officer		2015-11-16 16:48:4318,161
0		18,161Form 4
24Biehler Stephane
CFO		2016-11-17 13:36:2018,052
0		18,052Form 4
25DUBINSKY JASON
Chief Financial Officer		2024-12-16 17:10:5717,304
0		17,304Form 4
26Dunn Daniel Joseph
Chief Revenue Officer		2025-05-19 20:49:5016,494
0		16,494Form 4
27Rothschild Tricia
Chief Product Officer		2019-11-18 13:17:0514,779
0		14,779Form 4
28Lyons William M
Director		2025-05-19 20:31:5913,460
0		13,460Form 4
29Henkel Michael C
President, Ibbotson Associates		2006-05-16 16:45:3311,243
0		11,243Form 4
30Diamonte Robin
Director		2025-05-19 21:02:0510,194
0		10,194Form 4
31PTAK FRANK S
Director		2009-06-22 15:39:599,416
0		9,416Form 4/A
32Holt Michael
Chief Financial Officer		2025-05-19 20:40:026,897
0		6,897Form 4
33Needham Daniel
Pres., Investment Management		2019-11-18 13:38:366,353
0		6,353Form 4
34Landis Gail S
Director		2025-05-19 20:51:536,069
0		6,069Form 4
35Tanner James
Head of Global Bus Dev & Sales		2016-05-17 15:13:505,758
0		5,758Form 4
36JOYNT STEPHEN
Director		2025-05-19 20:36:165,138
0		5,138Form 4
37Kelly Haywood
Head of Global Fund Research		2019-11-19 13:36:404,800
92		4,892Form 4
38TSAY CAROLINE J
Director		2025-05-19 21:04:474,345
0		4,345Form 4
39Sutton Doniel
Director		2025-05-19 20:38:233,826
0		3,826Form 4
40Maloney Patrick J
General Counsel		2019-11-18 13:11:273,582
0		3,582Form 4
41Pinkerton Robert B
Chief Marketing Officer		2016-11-17 13:35:182,717
0		2,717Form 4
42McGarry Kimberly J
Chief Accounting Officer		2023-11-20 21:16:092,307
0		2,307Form 4
43Wiersema Conan
CAO & PAO		2025-05-19 21:05:541,639
0		1,639Form 4
44Lutschaunig Arthur J
Pres. & CIO, MIS		2007-07-11 15:24:331,273
0		1,273Form 4
45SOFTBANK CORP
10% Owner		2005-05-06 17:58:580
0		0Form 4