Insider Transactions Reported by 17 Insiders of Morningstar, Inc.

Symbol
MORN on Nasdaq
Location
Chicago, IL

Insiders trading volume in the past year

Morningstar, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Joseph D. Mansueto Executive Chairman, Director, 10%+ Owner $1,516,327,219 -$94,780,880 -5.9% 02 Mar 2026
Kunal Kapoor CEO, Director $72,387,688 15 Nov 2025
Steven N. Kaplan Director $14,401,931 15 May 2025
JASON DUBINSKY Chief Financial Officer $13,977,267 13 Dec 2024
CHERYL A. FRANCIS Director $10,743,380 15 May 2025
Bevin Desmond Chief Talent & Culture Officer $10,058,633 17 Nov 2022
Daniel Joseph Dunn Chief Revenue Officer $8,012,653 15 Nov 2025
William M. Lyons Director $4,261,339 15 May 2025
Gail S. Landis Director $3,604,412 15 May 2025
Michael Holt Chief Financial Officer $3,486,675 +$77,509 +2.3% 04 Mar 2026
Robin Diamonte Director $2,924,570 15 May 2025
CAROLINE J. TSAY Director $2,105,522 -$193,059 -8.4% 29 Dec 2025
Kimberly J. McGarry Chief Accounting Officer $1,429,877 17 Nov 2023
STEPHEN JOYNT Director $1,380,113 15 May 2025
Doniel Sutton Director $979,337 15 May 2025
Conan Wiersema Cao & Pao $846,569 01 Mar 2026
ANNE L. BRAMMAN Director 02 Jan 2026

Recent Insider Transactions by Companies or Individuals for Morningstar, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Michael Holt MORN Common Stock Purchase 11.8% $186,590 $186.59 1,000 9,480 04 Mar 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.04% $569,191 $182.32 -3,122 8,138,232 02 Mar 2026 Direct
Michael Holt MORN Common Stock (Restricted Stock Units) Award 8.77% 684 8,480 01 Mar 2026 Direct
Conan Wiersema MORN Common Stock (Restricted Stock Units) Award 15.2% 301 2,286 01 Mar 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.09% $1,316,603 $181.60 -7,250 8,141,354 27 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.09% $1,290,514 $178.00 -7,250 8,148,604 26 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.09% $1,195,541 $164.90 -7,250 8,155,854 25 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.09% $1,156,161 $159.47 -7,250 8,163,104 24 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,066,111 $161.34 -6,608 8,170,354 20 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.09% $1,173,553 $161.87 -7,250 8,176,962 19 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,071,771 $159.09 -6,737 8,184,725 18 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.09% $1,173,224 $160.63 -7,304 8,184,212 17 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.09% $1,132,490 $156.21 -7,250 8,198,253 13 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,073,754 $154.74 -6,939 8,205,503 12 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.04% $523,356 $162.84 -3,214 8,212,442 10 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.02% $272,750 $165.00 -1,653 8,215,656 09 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,077,100 $169.57 -6,352 8,217,309 06 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,197,215 $185.21 -6,464 8,223,661 05 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.09% $1,310,805 $180.80 -7,250 8,230,125 04 Feb 2026 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.01% $173,443 $202.38 -857 8,237,375 02 Feb 2026 Direct
CAROLINE J. TSAY MORN Common Stock Sale -13.8% $131,090 $218.48 -600 3,745 29 Dec 2025 Direct
Joseph D. Mansueto MORN Common Stock Gift -0.34% -27,775 8,238,232 12 Dec 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.01% $274,069 $213.12 -1,286 8,600,815 25 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale $66,990 $211.99 -316 8,602,101 24 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,531,379 $211.22 -7,250 8,602,417 21 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,528,937 $210.89 -7,250 8,609,667 20 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,517,104 $209.26 -7,250 8,616,917 19 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,510,089 $208.29 -7,250 8,624,167 18 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.01% $225,902 $211.12 -1,070 8,631,417 17 Nov 2025 Direct
Daniel Joseph Dunn MORN Common Stock Tax liability -1.03% -154 14,851 15 Nov 2025 Direct
Daniel Joseph Dunn MORN Common Stock Options Exercise 2.36% 346 15,005 15 Nov 2025 Direct
Daniel Joseph Dunn MORN Market Stock Units Options Exercise -100% -346 0 15 Nov 2025 Direct
Kunal Kapoor MORN Common Stock Tax liability -0.59% -826 140,330 15 Nov 2025 Direct
Kunal Kapoor MORN Common Stock Options Exercise 1.34% 1,861 141,156 15 Nov 2025 Direct
Kunal Kapoor MORN Market Stock Units Award 10,810 10,810 15 Nov 2025 Direct
Kunal Kapoor MORN Market Stock Units Options Exercise -100% -1,861 0 15 Nov 2025 Direct
Conan Wiersema MORN Common Stock Tax liability -1.47% -28 1,871 15 Nov 2025 Direct
Conan Wiersema MORN Common Stock Options Exercise 0.64% 12 1,899 15 Nov 2025 Direct
Conan Wiersema MORN Conmon Stock (Restricted Units) Award 33.3% 471 1,887 15 Nov 2025 Direct
Conan Wiersema MORN Market Stock Units Award 294 294 15 Nov 2025 Direct
Conan Wiersema MORN Market Stock Units Options Exercise -100% -12 0 15 Nov 2025 Direct
Michael Holt MORN Common Stock Tax liability -1.29% -73 5,592 15 Nov 2025 Direct
Michael Holt MORN Common Stock Options Exercise 2.96% 163 5,665 15 Nov 2025 Direct
Michael Holt MORN Market Stock Units Award 1,946 1,946 15 Nov 2025 Direct
Michael Holt MORN Market Stock Units Options Exercise -100% -163 0 15 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,486,610 $213.32 -6,969 8,632,487 14 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,474,390 $215.30 -6,848 8,639,456 13 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,558,990 $215.03 -7,250 8,646,304 12 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,563,895 $215.71 -7,250 8,653,554 11 Nov 2025 Direct
Joseph D. Mansueto MORN Common Stock Sale -0.08% $1,560,064 $215.18 -7,250 8,660,804 10 Nov 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.