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 | 2026-08-19 17:31:11 | 7,955,196 6,427,675 | 14,382,871 | Form 4 |
| 2 | Mansueto Daniel 10% Owner | 2026-08-07 16:15:04 | 0 3,932,046 | 3,932,046 | Form 3 |
| 3 | Huang Tao Chief Operating Officer | 2011-01-31 14:10:59 | 488,116 0 | 488,116 | Form 4 |
| 4 | Armour Timothy K Managing Director Director | 2008-02-14 17:01:27 | 450,229 0 | 450,229 | Form 4 |
| 5 | Odelbo Catherine Gillis Head of Corporate Strategy | 2016-10-28 12:39:47 | 228,539 0 | 228,539 | Form 4 |
| 6 | Phillips Donald James II Director | 2016-05-17 15:24:58 | 160,187 11,497 | 171,684 | Form 4 |
| 7 | Kapoor Kunal CEO | 2026-05-19 19:40:06 | 170,422 0 | 170,422 | Form 4 |
| 8 | Rekenthaler John A VP, Research & New Prod. Dev. | 2008-05-19 09:21:30 | 157,375 0 | 157,375 | Form 4 |
| 9 | Reinkemeyer Patrick J President, Morningstar Assocs. | 2010-11-12 11:53:14 | 102,317 0 | 102,317 | Form 4 |
| 10 | Boruff Christopher P Head of Global Products | 2014-02-03 15:19:20 | 54,657 0 | 54,657 | Form 4 |
| 11 | Sturm Paul W Director | 2016-05-16 17:29:54 | 46,656 0 | 46,656 | Form 4 |
| 12 | Kirscher Elizabeth Pres., Data Division | 2012-05-16 14:40:36 | 45,451 0 | 45,451 | Form 4 |
| 13 | Williams David W Head of Design | 2016-05-17 15:20:32 | 43,605 0 | 43,605 | Form 4 |
| 14 | Kaplan Steven N Director | 2026-05-19 19:44:26 | 43,080 0 | 43,080 | Form 4 |
| 15 | Boudos Martha Dustin Chief Financial Officer | 2007-07-11 15:59:21 | 41,066 0 | 41,066 | Form 4 |
| 16 | FRANCIS CHERYL A Director | 2026-05-19 19:41:24 | 36,934 0 | 36,934 | Form 4 |
| 17 | Chen Peng Pres., Investment Management | 2012-05-16 14:35:20 | 36,006 0 | 36,006 | Form 4 |
| 18 | Desmond Bevin Chief Talent & Culture Officer | 2022-11-21 18:09:45 | 24,774 11,207 | 35,981 | Form 4 |
| 19 | NOONAN JACK Director | 2020-05-19 17:33:25 | 8,359 26,401 | 34,760 | Form 4 |
| 20 | Cooley Richard Scott Chief Financial Officer | 2013-11-01 15:26:20 | 28,500 0 | 28,500 | Form 4 |
| 21 | Idzorek Thomas Pres., Investment Management | 2015-01-30 11:37:29 | 27,533 0 | 27,533 | Form 4 |
| 22 | Robbins Richard E General Counsel | 2015-08-03 14:49:06 | 24,658 0 | 24,658 | Form 4 |
| 23 | ZENTMYER HUGH J Director | 2019-05-17 10:29:09 | 20,157 0 | 20,157 | Form 4 |
| 24 | Goff Gregory R Chief Technology Officer | 2015-11-16 16:48:43 | 18,161 0 | 18,161 | Form 4 |
| 25 | Biehler Stephane CFO | 2016-11-17 13:36:20 | 18,052 0 | 18,052 | Form 4 |
| 26 | DUBINSKY JASON Chief Financial Officer | 2024-12-16 17:10:57 | 17,304 0 | 17,304 | Form 4 |
| 27 | Holt Michael Chief Financial Officer | 2026-05-19 19:39:38 | 16,616 0 | 16,616 | Form 4 |
| 28 | Dunn Daniel Joseph Chief Revenue Officer | 2025-11-18 18:07:39 | 14,851 0 | 14,851 | Form 4 |
| 29 | Rothschild Tricia Chief Product Officer | 2019-11-18 13:17:05 | 14,779 0 | 14,779 | Form 4 |
| 30 | Lyons William M Director | 2026-08-03 18:15:38 | 12,904 0 | 12,904 | Form 4 |
| 31 | Diamonte Robin Director | 2026-05-19 19:41:51 | 11,338 0 | 11,338 | Form 4 |
| 32 | Henkel Michael C President, Ibbotson Associates | 2006-05-16 16:45:33 | 11,243 0 | 11,243 | Form 4 |
| 33 | PTAK FRANK S Director | 2009-06-22 15:39:59 | 9,416 0 | 9,416 | Form 4/A |
| 34 | Needham Daniel Pres., Investment Management | 2019-11-18 13:38:36 | 6,353 0 | 6,353 | Form 4 |
| 35 | JOYNT STEPHEN Director | 2026-05-19 19:43:09 | 6,282 0 | 6,282 | Form 4 |
| 36 | Landis Gail S Director | 2025-05-19 20:51:53 | 6,069 0 | 6,069 | Form 4 |
| 37 | Tanner James Head of Global Bus Dev & Sales | 2016-05-17 15:13:50 | 5,758 0 | 5,758 | Form 4 |
| 38 | Sutton Doniel Director | 2026-05-19 19:43:41 | 4,970 0 | 4,970 | Form 4 |
| 39 | Kelly Haywood Head of Global Fund Research | 2019-11-19 13:36:40 | 4,800 92 | 4,892 | Form 4 |
| 40 | TSAY CAROLINE J Director | 2026-05-19 19:44:48 | 4,889 0 | 4,889 | Form 4 |
| 41 | Maloney Patrick J General Counsel | 2019-11-18 13:11:27 | 3,582 0 | 3,582 | Form 4 |
| 42 | Wiersema Conan CAO & PAO | 2026-05-19 19:39:11 | 3,548 0 | 3,548 | Form 4 |
| 43 | Pinkerton Robert B Chief Marketing Officer | 2016-11-17 13:35:18 | 2,717 0 | 2,717 | Form 4 |
| 44 | McGarry Kimberly J Chief Accounting Officer | 2023-11-20 21:16:09 | 2,307 0 | 2,307 | Form 4 |
| 45 | BRAMMAN ANNE L Director | 2026-05-19 19:45:10 | 1,505 0 | 1,505 | Form 4 |
| 46 | Lutschaunig Arthur J Pres. & CIO, MIS | 2007-07-11 15:24:33 | 1,273 0 | 1,273 | Form 4 |
| 47 | SOFTBANK CORP 10% Owner | 2005-05-06 17:58:58 | 0 0 | 0 | Form 4 |