Insider holders · CIK 0001289419
Morningstar, Inc. · MORN
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| Joseph D MansuetoExecutive Chairman | 7,938,192 | 150,000 | 8,088,192 | Aug 24, 2026 · 5:15 pm EDT | Form 4 |
| Catherine Gillis OdelboHead of Corporate Strategy | 228,539 | — | 228,539 | Oct 28, 2016 · 12:39 pm EDT | Form 4 |
| Donald James Phillips IIDirector | 160,187 | 11,497 | 171,684 | May 17, 2016 · 3:24 pm EDT | Form 4 |
| Daniel Mansueto10% Owner | — | 71,250 | 71,250 | Aug 26, 2026 · 4:54 pm EDT | Form 4 |
| Kunal KapoorCEO | 61,196 | — | 61,196 | Jan 3, 2019 · 3:06 pm EST | Form 4 |
| Bevin DesmondHead of Talent and Culture | 32,943 | 21,113 | 54,056 | Nov 19, 2018 · 11:21 am EST | Form 4 |
| Paul W SturmDirector | 46,656 | — | 46,656 | May 16, 2016 · 5:29 pm EDT | Form 4 |
| David W WilliamsHead of Design | 43,605 | — | 43,605 | May 17, 2016 · 3:20 pm EDT | Form 4 |
| Steven N KaplanDirector | 43,357 | — | 43,357 | May 17, 2018 · 11:50 am EDT | Form 4 |
| Cheryl A FrancisDirector | 28,765 | — | 28,765 | May 17, 2018 · 11:50 am EDT | Form 4 |
| Thomas IdzorekPres., Investment Management | 27,533 | — | 27,533 | Jan 30, 2015 · 11:37 am EST | Form 4 |
| Richard E RobbinsGeneral Counsel | 24,658 | — | 24,658 | Aug 3, 2015 · 2:49 pm EDT | Form 4 |
| Daniel NeedhamPres., Investment Management | 23,306 | — | 23,306 | May 17, 2018 · 3:23 pm EDT | Form 4 |
| Jason DubinskyChief Financial Officer | 20,129 | — | 20,129 | Nov 19, 2018 · 11:12 am EST | Form 4 |
| Hugh J ZentmyerDirector | 19,030 | — | 19,030 | May 17, 2018 · 11:49 am EDT | Form 4 |
| Gregory R GoffChief Technology Officer | 18,161 | — | 18,161 | Nov 16, 2015 · 4:48 pm EST | Form 4 |
| Stephane BiehlerCFO | 18,052 | — | 18,052 | Nov 17, 2016 · 1:36 pm EST | Form 4 |
| Haywood KellyHead of Global Fund Research | 17,033 | 92 | 17,125 | Nov 19, 2018 · 11:05 am EST | Form 4 |
| William M LyonsDirector | 12,904 | — | 12,904 | Aug 3, 2026 · 6:15 pm EDT | Form 4 |
| Michael HoltChief Financial Officer | 12,272 | — | 12,272 | Sep 2, 2026 · 5:35 pm EDT | Form 4 |
| Tricia RothschildChief Product Officer | 8,641 | 1,428 | 10,069 | Nov 19, 2018 · 11:02 am EST | Form 4 |
| Robin DiamonteDirector | 6,118 | — | 6,118 | May 17, 2018 · 11:51 am EDT | Form 4 |
| James TannerHead of Global Bus Dev & Sales | 5,758 | — | 5,758 | May 17, 2016 · 3:13 pm EDT | Form 4 |
| Jack NoonanDirector | 4,680 | 1,000 | 5,680 | May 17, 2018 · 11:46 am EDT | Form 4 |
| Gail S LandisDirector | 4,686 | — | 4,686 | Oct 30, 2018 · 11:35 am EDT | Form 4 |
| Caroline J TsayDirector | 4,659 | — | 4,659 | May 17, 2018 · 11:47 am EDT | Form 4 |
| Daniel Joseph DunnChief Revenue Officer | 3,799 | — | 3,799 | May 17, 2018 · 3:20 pm EDT | Form 4 |
| Conan WiersemaCAO & PAO | 3,068 | — | 3,068 | Sep 2, 2026 · 5:40 pm EDT | Form 4 |
| Robert B PinkertonChief Marketing Officer | 2,717 | — | 2,717 | Nov 17, 2016 · 1:35 pm EST | Form 4 |
| Patrick J MaloneyGeneral Counsel | 2,344 | — | 2,344 | May 17, 2018 · 3:19 pm EDT | Form 4 |
| Kimberly J McGarryGlobal Controller & CAO | 414 | — | 414 | Nov 19, 2018 · 10:53 am EST | Form 4 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.