Morningstar, Inc.

Ownership Transactions Reported by 16 Insiders

Symbol
MORN on Nasdaq
Location
22 West Washington Street, 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 $1.85B -$126M -6.38% Nov 18, 2025
Kunal Kapoor CEO, Director $72.4M Nov 15, 2025
Bevin Desmond Chief Talent & Culture Officer $17.3M Nov 17, 2022
Steven N. Kaplan Director $14.4M May 15, 2025
Jason Dubinsky Chief Financial Officer $14M -$1.14M -7.52% Dec 13, 2024
Cheryl Francis Director $10.7M May 15, 2025
Daniel Joseph Dunn Chief Revenue Officer $8.01M Nov 15, 2025
William M. Lyons Director $4.26M May 15, 2025
Gail S. Landis Director $3.6M May 15, 2025
Robin Diamonte Director $2.92M May 15, 2025
Michael Holt Chief Financial Officer $2.9M -$109K -3.62% Nov 15, 2025
Caroline J. Tsay Director $2.63M -$62K -2.3% May 15, 2025
Kimberly J. McGarry Chief Accounting Officer $1.43M Nov 17, 2023
Stephen Joynt Director $1.38M May 15, 2025
Doniel Sutton Director $979K May 15, 2025
Conan Wiersema Cao & Pao $847K Nov 15, 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.