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
Mansueto Joseph D
Executive Chairman
10% Owner
2023-01-04 17:17:1711,668,225
4,948,975
16,617,200Form 4
Huang Tao
Chief Operating Officer
2011-01-31 14:10:59488,116
0
488,116Form 4
Armour Timothy K
Managing Director
2008-02-14 17:01:27450,229
0
450,229Form 4
Odelbo Catherine Gillis
Head of Corporate Strategy
2016-10-28 12:39:47228,539
0
228,539Form 4
Phillips Donald James II
Director
2016-05-17 15:24:58160,187
11,497
171,684Form 4
Rekenthaler John A
VP Research & New Prod. Dev.
2008-05-19 09:21:30157,375
0
157,375Form 4
Kapoor Kunal
CEO
2022-11-21 18:13:22116,773
0
116,773Form 4
Reinkemeyer Patrick J
President Morningstar Assocs.
2010-11-12 11:53:14102,317
0
102,317Form 4
Boruff Christopher P
Head of Global Products
2014-02-03 15:19:2054,657
0
54,657Form 4
Sturm Paul W
Director
2016-05-16 17:29:5446,656
0
46,656Form 4
Kirscher Elizabeth
Pres. Data Division
2012-05-16 14:40:3645,451
0
45,451Form 4
Kaplan Steven N
Director
2022-05-17 14:55:3144,809
0
44,809Form 4
Williams David W
Head of Design
2016-05-17 15:20:3243,605
0
43,605Form 4
Boudos Martha Dustin
Chief Financial Officer
2007-07-11 15:59:2141,066
0
41,066Form 4
Chen Peng
Pres. Investment Management
2012-05-16 14:35:2036,006
0
36,006Form 4
Desmond Bevin
Chief Talent & Culture Officer
2022-11-21 18:09:4524,774
11,207
35,981Form 4
NOONAN JACK
Director
2020-05-19 17:33:258359
26,401
34,760Form 4
FRANCIS CHERYL A
Director
2022-05-17 15:04:5633,663
0
33,663Form 4
Cooley Richard Scott
Chief Financial Officer
2013-11-01 15:26:2028,500
0
28,500Form 4
Idzorek Thomas
Pres. Investment Management
2015-01-30 11:37:2927,533
0
27,533Form 4
Robbins Richard E
General Counsel
2015-08-03 14:49:0624,658
0
24,658Form 4
ZENTMYER HUGH J
Director
2019-05-17 10:29:0920,157
0
20,157Form 4
DUBINSKY JASON
Chief Financial Officer
2022-11-21 18:18:0218,475
0
18,475Form 4
Goff Gregory R
Chief Technology Officer
2015-11-16 16:48:4318,161
0
18,161Form 4
Biehler Stephane
CFO
2016-11-17 13:36:2018,052
0
18,052Form 4
Lyons William M
Director
2022-08-10 15:07:2715,833
0
15,833Form 4
Rothschild Tricia
Chief Product Officer
2019-11-18 13:17:0514,779
0
14,779Form 4
Dunn Daniel Joseph
Chief Revenue Officer
2022-11-21 18:16:2512,405
0
12,405Form 4
Henkel Michael C
President Ibbotson Associates
2006-05-16 16:45:3311,243
0
11,243Form 4
PTAK FRANK S
Director
2009-06-22 15:39:599416
0
9416Form 4/A
Diamonte Robin
Director
2022-05-17 14:49:598467
0
8467Form 4
Needham Daniel
Pres. Investment Management
2019-11-18 13:38:366353
0
6353Form 4
Tanner James
Head of Global Bus Dev & Sales
2016-05-17 15:13:505758
0
5758Form 4
TSAY CAROLINE J
Director
2022-11-21 17:01:025531.02
0
5531.02Form 4
Landis Gail S
Director
2022-05-17 14:48:325254
0
5254Form 4
Kelly Haywood
Head of Global Fund Research
2019-11-19 13:36:404800
92
4892Form 4
Maloney Patrick J
General Counsel
2019-11-18 13:11:273582
0
3582Form 4
JOYNT STEPHEN
Director
2022-05-17 14:51:523011
0
3011Form 4
Pinkerton Robert B
Chief Marketing Officer
2016-11-17 13:35:182717
0
2717Form 4
McGarry Kimberly J
Global Controller & CAO
2022-12-22 16:55:382075
0
2075Form 4
Sutton Doniel
Director
2022-05-17 15:01:211699
0
1699Form 4
Lutschaunig Arthur J
Pres. & CIO MIS
2007-07-11 15:24:331273
0
1273Form 4
SOFTBANK CORP
10% Owner
2005-05-06 17:58:580
0
0Form 4