Insider Transactions Reported by 16 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 $1,798,688,587 -$117,073,949 -6.1% 12 Dec 2025
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 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
Robin Diamonte Director $2,924,570 15 May 2025
Michael Holt Chief Financial Officer $2,903,026 -$109,081 -3.6% 15 Nov 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 15 Nov 2025

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

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.