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 |
| 1 | Mansueto Joseph D Executive Chairman 10% Owner |
2025-05-27 16:54:45 | 9,427,836 5,486,106 |
14,913,942 | Form 4 |
| 2 | Huang Tao Chief Operating Officer |
2011-01-31 14:10:59 | 488,116 0 |
488,116 | Form 4 |
| 3 | Armour Timothy K Managing Director Director |
2008-02-14 17:01:27 | 450,229 0 |
450,229 | Form 4 |
| 4 | Odelbo Catherine Gillis Head of Corporate Strategy |
2016-10-28 12:39:47 | 228,539 0 |
228,539 | Form 4 |
| 5 | Phillips Donald James II Director |
2016-05-17 15:24:58 | 160,187 11,497 |
171,684 | Form 4 |
| 6 | Rekenthaler John A VP, Research & New Prod. Dev. |
2008-05-19 09:21:30 | 157,375 0 |
157,375 | Form 4 |
| 7 | Kapoor Kunal CEO |
2025-05-19 21:37:42 | 145,535 0 |
145,535 | Form 4 |
| 8 | Reinkemeyer Patrick J President, Morningstar Assocs. |
2010-11-12 11:53:14 | 102,317 0 |
102,317 | Form 4 |
| 9 | Boruff Christopher P Head of Global Products |
2014-02-03 15:19:20 | 54,657 0 |
54,657 | Form 4 |
| 10 | Sturm Paul W Director |
2016-05-16 17:29:54 | 46,656 0 |
46,656 | Form 4 |
| 11 | Kirscher Elizabeth Pres., Data Division |
2012-05-16 14:40:36 | 45,451 0 |
45,451 | Form 4 |
| 12 | Williams David W Head of Design |
2016-05-17 15:20:32 | 43,605 0 |
43,605 | Form 4 |
| 13 | Kaplan Steven N Director |
2025-05-19 20:41:53 | 41,936 0 |
41,936 | Form 4 |
| 14 | Boudos Martha Dustin Chief Financial Officer |
2007-07-11 15:59:21 | 41,066 0 |
41,066 | Form 4 |
| 15 | Chen Peng Pres., Investment Management |
2012-05-16 14:35:20 | 36,006 0 |
36,006 | Form 4 |
| 16 | Desmond Bevin Chief Talent & Culture Officer |
2022-11-21 18:09:45 | 24,774 11,207 |
35,981 | Form 4 |
| 17 | FRANCIS CHERYL A Director |
2025-05-19 20:56:57 | 35,790 0 |
35,790 | Form 4 |
| 18 | NOONAN JACK Director |
2020-05-19 17:33:25 | 8,359 26,401 |
34,760 | Form 4 |
| 19 | Cooley Richard Scott Chief Financial Officer |
2013-11-01 15:26:20 | 28,500 0 |
28,500 | Form 4 |
| 20 | Idzorek Thomas Pres., Investment Management |
2015-01-30 11:37:29 | 27,533 0 |
27,533 | Form 4 |
| 21 | Robbins Richard E General Counsel |
2015-08-03 14:49:06 | 24,658 0 |
24,658 | Form 4 |
| 22 | ZENTMYER HUGH J Director |
2019-05-17 10:29:09 | 20,157 0 |
20,157 | Form 4 |
| 23 | Goff Gregory R Chief Technology Officer |
2015-11-16 16:48:43 | 18,161 0 |
18,161 | Form 4 |
| 24 | Biehler Stephane CFO |
2016-11-17 13:36:20 | 18,052 0 |
18,052 | Form 4 |
| 25 | DUBINSKY JASON Chief Financial Officer |
2024-12-16 17:10:57 | 17,304 0 |
17,304 | Form 4 |
| 26 | Dunn Daniel Joseph Chief Revenue Officer |
2025-05-19 20:49:50 | 16,494 0 |
16,494 | Form 4 |
| 27 | Rothschild Tricia Chief Product Officer |
2019-11-18 13:17:05 | 14,779 0 |
14,779 | Form 4 |
| 28 | Lyons William M Director |
2025-05-19 20:31:59 | 13,460 0 |
13,460 | Form 4 |
| 29 | Henkel Michael C President, Ibbotson Associates |
2006-05-16 16:45:33 | 11,243 0 |
11,243 | Form 4 |
| 30 | Diamonte Robin Director |
2025-05-19 21:02:05 | 10,194 0 |
10,194 | Form 4 |
| 31 | PTAK FRANK S Director |
2009-06-22 15:39:59 | 9,416 0 |
9,416 | Form 4/A |
| 32 | Holt Michael Chief Financial Officer |
2025-05-19 20:40:02 | 6,897 0 |
6,897 | Form 4 |
| 33 | Needham Daniel Pres., Investment Management |
2019-11-18 13:38:36 | 6,353 0 |
6,353 | Form 4 |
| 34 | Landis Gail S Director |
2025-05-19 20:51:53 | 6,069 0 |
6,069 | Form 4 |
| 35 | Tanner James Head of Global Bus Dev & Sales |
2016-05-17 15:13:50 | 5,758 0 |
5,758 | Form 4 |
| 36 | JOYNT STEPHEN Director |
2025-05-19 20:36:16 | 5,138 0 |
5,138 | Form 4 |
| 37 | Kelly Haywood Head of Global Fund Research |
2019-11-19 13:36:40 | 4,800 92 |
4,892 | Form 4 |
| 38 | TSAY CAROLINE J Director |
2025-05-19 21:04:47 | 4,345 0 |
4,345 | Form 4 |
| 39 | Sutton Doniel Director |
2025-05-19 20:38:23 | 3,826 0 |
3,826 | Form 4 |
| 40 | Maloney Patrick J General Counsel |
2019-11-18 13:11:27 | 3,582 0 |
3,582 | Form 4 |
| 41 | Pinkerton Robert B Chief Marketing Officer |
2016-11-17 13:35:18 | 2,717 0 |
2,717 | Form 4 |
| 42 | McGarry Kimberly J Chief Accounting Officer |
2023-11-20 21:16:09 | 2,307 0 |
2,307 | Form 4 |
| 43 | Wiersema Conan CAO & PAO |
2025-05-19 21:05:54 | 1,639 0 |
1,639 | Form 4 |
| 44 | Lutschaunig Arthur J Pres. & CIO, MIS |
2007-07-11 15:24:33 | 1,273 0 |
1,273 | Form 4 |
| 45 | SOFTBANK CORP 10% Owner |
2005-05-06 17:58:58 | 0 0 |
0 | Form 4 |