List of insiders holdings for Morningstar Inc.:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- 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
What is insider trading>>
- Peter Lynch
What is insider trading>>
Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
Mansueto Joseph D Executive Chairman 10% Owner | 2024-11-04 18:02:43 | 10,845,718 4,564,795 | 15,410,513 | Form 4 |
Huang Tao Chief Operating Officer | 2011-01-31 14:10:59 | 488,116 0 | 488,116 | Form 4 |
Armour Timothy K Managing Director Director | 2008-02-14 17:01:27 | 450,229 0 | 450,229 | Form 4 |
Odelbo Catherine Gillis Head of Corporate Strategy | 2016-10-28 12:39:47 | 228,539 0 | 228,539 | Form 4 |
Phillips Donald James II Director | 2016-05-17 15:24:58 | 160,187 11,497 | 171,684 | Form 4 |
Rekenthaler John A VP, Research & New Prod. Dev. | 2008-05-19 09:21:30 | 157,375 0 | 157,375 | Form 4 |
Kapoor Kunal CEO | 2024-05-17 20:22:02 | 139,127 0 | 139,127 | Form 4 |
Reinkemeyer Patrick J President, Morningstar Assocs. | 2010-11-12 11:53:14 | 102,317 0 | 102,317 | Form 4 |
Boruff Christopher P Head of Global Products | 2014-02-03 15:19:20 | 54,657 0 | 54,657 | Form 4 |
Sturm Paul W Director | 2016-05-16 17:29:54 | 46,656 0 | 46,656 | Form 4 |
Kirscher Elizabeth Pres., Data Division | 2012-05-16 14:40:36 | 45,451 0 | 45,451 | Form 4 |
Williams David W Head of Design | 2016-05-17 15:20:32 | 43,605 0 | 43,605 | Form 4 |
Kaplan Steven N Director | 2024-08-13 16:54:32 | 42,566 0 | 42,566 | Form 4 |
Boudos Martha Dustin Chief Financial Officer | 2007-07-11 15:59:21 | 41,066 0 | 41,066 | Form 4 |
Chen Peng Pres., Investment Management | 2012-05-16 14:35:20 | 36,006 0 | 36,006 | Form 4 |
Desmond Bevin Chief Talent & Culture Officer | 2022-11-21 18:09:45 | 24,774 11,207 | 35,981 | Form 4 |
FRANCIS CHERYL A Director | 2024-05-17 17:36:00 | 35,170 0 | 35,170 | Form 4 |
NOONAN JACK Director | 2020-05-19 17:33:25 | 8,359 26,401 | 34,760 | Form 4 |
Cooley Richard Scott Chief Financial Officer | 2013-11-01 15:26:20 | 28,500 0 | 28,500 | Form 4 |
Idzorek Thomas Pres., Investment Management | 2015-01-30 11:37:29 | 27,533 0 | 27,533 | Form 4 |
Robbins Richard E General Counsel | 2015-08-03 14:49:06 | 24,658 0 | 24,658 | Form 4 |
DUBINSKY JASON Chief Financial Officer | 2024-07-02 20:32:57 | 20,181 0 | 20,181 | Form 4 |
ZENTMYER HUGH J Director | 2019-05-17 10:29:09 | 20,157 0 | 20,157 | Form 4 |
Goff Gregory R Chief Technology Officer | 2015-11-16 16:48:43 | 18,161 0 | 18,161 | Form 4 |
Biehler Stephane CFO | 2016-11-17 13:36:20 | 18,052 0 | 18,052 | Form 4 |
Rothschild Tricia Chief Product Officer | 2019-11-18 13:17:05 | 14,779 0 | 14,779 | Form 4 |
Dunn Daniel Joseph Chief Revenue Officer | 2024-07-31 17:11:49 | 12,967 0 | 12,967 | Form 4 |
Lyons William M Director | 2024-10-30 16:44:59 | 12,840 0 | 12,840 | Form 4 |
Henkel Michael C President, Ibbotson Associates | 2006-05-16 16:45:33 | 11,243 0 | 11,243 | Form 4 |
Diamonte Robin Director | 2024-05-17 17:43:23 | 9,574 0 | 9,574 | Form 4 |
PTAK FRANK S Director | 2009-06-22 15:39:59 | 9,416 0 | 9,416 | Form 4/A |
Needham Daniel Pres., Investment Management | 2019-11-18 13:38:36 | 6,353 0 | 6,353 | Form 4 |
Landis Gail S Director | 2024-05-17 17:45:48 | 5,786 0 | 5,786 | Form 4 |
Tanner James Head of Global Bus Dev & Sales | 2016-05-17 15:13:50 | 5,758 0 | 5,758 | Form 4 |
Kelly Haywood Head of Global Fund Research | 2019-11-19 13:36:40 | 4,800 92 | 4,892 | Form 4 |
JOYNT STEPHEN Director | 2024-05-17 17:48:02 | 4,518 0 | 4,518 | Form 4 |
TSAY CAROLINE J Director | 2024-06-25 16:40:27 | 3,925 0 | 3,925 | Form 4 |
Maloney Patrick J General Counsel | 2019-11-18 13:11:27 | 3,582 0 | 3,582 | Form 4 |
Sutton Doniel Director | 2024-05-17 17:44:33 | 3,206 0 | 3,206 | Form 4 |
Pinkerton Robert B Chief Marketing Officer | 2016-11-17 13:35:18 | 2,717 0 | 2,717 | Form 4 |
McGarry Kimberly J Chief Accounting Officer | 2023-11-20 21:16:09 | 2,307 0 | 2,307 | Form 4 |
Lutschaunig Arthur J Pres. & CIO, MIS | 2007-07-11 15:24:33 | 1,273 0 | 1,273 | Form 4 |
Wiersema Conan CAO & PAO | 2024-05-17 20:12:59 | 1,196 0 | 1,196 | Form 4 |
SOFTBANK CORP 10% Owner | 2005-05-06 17:58:58 | 0 0 | 0 | Form 4 |