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