Form4insider filings, from the source

Company · CIK 0001289419 · SIC 6282 — Investment Advice · Nasdaq

Morningstar, Inc. · MORN

Insider activity reported against this company. All insider holders · On EDGAR ↗

1M3M6M1Y2YAll datashares as filed — not split-adjusted
Open-market buys & salesbuys $0 · 0sales $203.4M · 145net −$203.4M
$10k$10k$100k$100k$1M$1M$10M$10MbuyssalesFeb 2015Jan 2017Dec 2018Nov 2020Oct 2022Sep 2024Aug 2026

Reported at this company — common stock

TradeReported (ET)InsiderSharesAvg priceTotalOwned afterΔ stakeFlags
Jun 5, 2018 SForm 4 →Jun 7, 4:13 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner27,628$124.17$3,430,67723,517,800−0.12% plan?
Jun 1, 2018 SForm 4 →Jun 5, 2:46 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner23,813$121.98$2,904,65223,545,428−0.10% plan?
May 30, 2018 SForm 4 →Jun 1, 3:12 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner19,089$120.01$2,290,94023,569,241−0.08% plan?
May 25, 2018 SForm 4 →May 30, 11:24 am EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner19,357$117.46$2,273,59423,588,330−0.08% plan?
May 23, 2018 SForm 4 →May 25, 12:11 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner25,967$116.73$3,031,11323,607,687−0.11% plan?
May 21, 2018 SForm 4 →May 23, 1:16 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner23,353$115.48$2,696,75623,633,654−0.10% plan?
May 17, 2018 SForm 4 →May 21, 12:39 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner22,900$114.53$2,622,71623,657,007−0.10% plan?
May 16, 2018 SForm 4 →May 18, 10:33 am EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner10,610$114.07$1,210,33423,679,907−0.04% plan?
May 15, 2018 AFForm 4 →May 17, 3:24 pm EDTKunal KapoorCEO6,495$112.22$115,92363,447— plan?
May 15, 2018 AFForm 4 →May 17, 3:24 pm EDTTricia RothschildChief Product Officer2,081$112.22$33,55410,823— plan?
May 15, 2018 AFForm 4 →May 17, 3:23 pm EDTDaniel NeedhamPres., Investment Management2,597$112.22$91,45923,306— plan?
May 15, 2018 AFForm 4 →May 17, 3:22 pm EDTHaywood KellyHead of Global Fund Research2,344$112.22$88,09317,033— plan?
May 15, 2018 AForm 4 →May 17, 3:21 pm EDTJason DubinskyChief Financial Officer4,232——21,975— plan?
May 15, 2018 AFForm 4 →May 17, 3:21 pm EDTBevin DesmondHead of Talent and Culture2,709$112.22$104,02832,943— plan?
May 15, 2018 AFForm 4 →May 17, 3:20 pm EDTDaniel Joseph DunnChief Revenue Officer1,531$112.22$21,8833,799— plan?
May 15, 2018 AFForm 4 →May 17, 3:19 pm EDTPatrick J MaloneyGeneral Counsel1,211$112.22$10,9982,344— plan?
May 15, 2018 AForm 4 →May 17, 11:51 am EDTRobin DiamonteDirector1,336——6,118— plan?
May 15, 2018 AForm 4 →May 17, 11:50 am EDTCheryl A FrancisDirector1,336——28,765— plan?
May 15, 2018 AForm 4 →May 17, 11:50 am EDTSteven N KaplanDirector1,336——43,357— plan?
May 15, 2018 AForm 4 →May 17, 11:49 am EDTHugh J ZentmyerDirector1,336——19,030— plan?
May 15, 2018 AForm 4 →May 17, 11:48 am EDTGail S LandisDirector1,336——6,686— plan?
May 15, 2018 AForm 4 →May 17, 11:48 am EDTWilliam M LyonsDirector1,336——17,377— plan?
May 15, 2018 AForm 4 →May 17, 11:47 am EDTCaroline J TsayDirector1,336——4,659— plan?
May 15, 2018 AForm 4 →May 17, 11:46 am EDTJack NoonanDirector1,336——4,680— plan?
May 14, 2018 SForm 4 →May 16, 11:37 am EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner18,534$112.29$2,081,19723,690,517−0.08% plan?
May 10, 2018 SForm 4 →May 14, 11:29 am EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner18,979$111.30$2,112,35423,709,051−0.08% plan?
May 9, 2018 SForm 4 →May 11, 12:37 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner8,846$110.30$975,67423,728,030−0.04% plan?
May 7, 2018 SForm 4 →May 9, 11:17 am EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner22,071$108.86$2,402,66723,736,876−0.09% plan?
May 3, 2018 SForm 4 →May 7, 10:21 am EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner20,909$107.48$2,247,31623,758,947−0.09% plan?
May 1, 2018 SForm 4 →May 3, 12:32 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner18,623$108.71$2,024,53923,779,856−0.08% plan?
Feb 23, 2018 SForm 4 →Feb 26, 10:21 am ESTGail S LandisDirector1,531$95.46$146,1495,350−22.2% plan?
Jan 3, 2018 FForm 4 →Jan 4, 11:22 am ESTKunal KapoorCEO2,260$96.94$219,08459,018— plan?
Dec 21, 2017 SForm 4 →Dec 22, 10:40 am ESTSteven N KaplanDirector2,500$96.91$242,27542,021−5.62% plan?
Dec 20, 2017 GForm 4 →Dec 22, 10:39 am ESTJoseph D MansuetoChairman & CEO, Director, 10% Owner160,480——23,798,479— plan?
Nov 21, 2017 SForm 4 →Nov 22, 11:21 am ESTSteven N KaplanDirector2,500$91.85$229,62544,521−5.32% plan?
Nov 15, 2017 AFForm 4 →Nov 17, 3:24 pm ESTJason DubinskyChief Financial Officer21,381$88.81$161,54517,743— plan?
Nov 15, 2017 AForm 4 →Nov 17, 3:01 pm ESTTricia RothschildChief Product Officer1,688——9,340— plan?
Nov 15, 2017 FForm 4 →Nov 17, 3:00 pm ESTDaniel NeedhamPres., Investment Management500$88.81$44,40522,339— plan?
Oct 30, 2017 SForm 4 →Oct 31, 12:52 pm EDTJack NoonanDirector20,000$85.46$1,709,28425,401−44.1% plan?
Oct 26, 2017 SForm 4 →Oct 26, 3:57 pm EDTGail S LandisDirector500$87.00$43,5006,881−6.77% plan?
Oct 25, 2017 SForm 4 →Oct 26, 3:57 pm EDTSteven N KaplanDirector2,500$83.87$209,66647,021−5.05% plan?
Sep 27, 2017 SForm 4 →Sep 28, 3:49 pm EDTGail S LandisDirector500$85.00$42,5007,381−6.34% plan?
Jul 28, 2017 SForm 4 →Jul 31, 2:36 pm EDTTricia RothschildChief Product Officer500$82.21$41,1057,652−6.13% plan?
Jul 26, 2017 SForm 4 →Jul 27, 1:33 pm EDTGail S LandisDirector500$83.00$41,5007,881−5.97% plan?
Jul 26, 2017 SForm 4 →Jul 27, 1:30 pm EDTBevin DesmondHead of Global Markets & HR3,002$83.21$249,79032,088−8.56% plan?
May 15, 2017 AFForm 4 →May 17, 3:44 pm EDTBevin DesmondHead of Global Markets & HR4,467$75.22$86,05235,090— plan?
May 15, 2017 AFForm 4 →May 17, 3:43 pm EDTTricia RothschildChief Product Officer2,031$75.22$19,4828,152— plan?
May 15, 2017 AFForm 4 →May 17, 3:42 pm EDTDaniel NeedhamPres., Investment Management3,232$75.22$43,17622,839— plan?
May 15, 2017 AForm 4 →May 17, 3:41 pm EDTPatrick J MaloneyGeneral Counsel1,329——1,329— plan?
May 15, 2017 FForm 4 →May 17, 3:41 pm EDTKunal KapoorCEO1,089$75.22$81,91561,278— plan?
May 15, 2017 AFForm 4 →May 17, 3:40 pm EDTHaywood KellyHead of Global Fund Research4,004$75.22$51,22516,259— plan?
May 15, 2017 AForm 4 →May 17, 3:39 pm EDTDaniel Joseph DunnChief Revenue Officer2,658——2,658— plan?
May 15, 2017 AForm 4 →May 16, 3:36 pm EDTJack NoonanDirector1,728——48,745— plan?
May 15, 2017 AForm 4 →May 16, 3:35 pm EDTCaroline J TsayDirector3,323——3,323— plan?
May 15, 2017 AForm 4 →May 16, 3:07 pm EDTCheryl A FrancisDirector1,728——27,429— plan?
May 15, 2017 AForm 4 →May 16, 3:06 pm EDTRobin DiamonteDirector1,728——4,782— plan?
May 15, 2017 AForm 4 →May 16, 3:05 pm EDTGail S LandisDirector1,728——8,381— plan?
May 15, 2017 AForm 4 →May 16, 3:03 pm EDTHugh J ZentmyerDirector1,728——17,694— plan?
May 15, 2017 AForm 4 →May 16, 3:02 pm EDTSteven N KaplanDirector1,728——49,521— plan?
May 15, 2017 AForm 4 →May 16, 3:01 pm EDTWilliam M LyonsDirector1,728——16,041— plan?
Jan 3, 2017 AForm 4 →Jan 4, 10:11 am ESTKunal KapoorCEO33,985——62,367— plan?
Dec 27, 2016 SForm 4 →Dec 29, 11:06 am ESTSteven N KaplanDirector2,000$74.09$148,17247,793−4.02% plan?
Dec 21, 2016 GForm 4 →Dec 22, 3:41 pm ESTJoseph D MansuetoChairman & CEO, Director, 10% Owner182,668——23,958,959— plan?
Nov 28, 2016 SForm 4 →Nov 29, 10:21 am ESTSteven N KaplanDirector2,000$73.34$146,67249,793−3.86% plan?
Nov 15, 2016 FForm 4 →Nov 17, 1:36 pm ESTStephane BiehlerCFO464$72.84$33,79818,052— plan?
Nov 15, 2016 FForm 4 →Nov 17, 1:35 pm ESTRobert B PinkertonChief Marketing Officer59$72.84$4,2982,717— plan?
Nov 15, 2016 FForm 4 →Nov 17, 1:33 pm ESTKunal KapoorPresident104$72.84$7,57528,382— plan?
Nov 15, 2016 FForm 4 →Nov 17, 1:32 pm ESTHaywood KellyHead of Global Fund Research65$72.84$4,73513,617— plan?
Nov 15, 2016 GForm 4 →Nov 16, 9:43 am ESTJack NoonanDirector14,000——47,017— plan?
Oct 28, 2016 AForm 4 →Oct 28, 12:42 pm EDTKunal KapoorPresident1——28,486— plan?
Oct 28, 2016 AForm 4 →Oct 28, 12:41 pm EDTHaywood KellyHead of Global Research1——13,682— plan?
Oct 28, 2016 AForm 4 →Oct 28, 12:39 pm EDTCatherine Gillis OdelboHead of Corporate Strategy24——228,539— plan?
Oct 27, 2016 SForm 4 →Oct 28, 11:19 am EDTSteven N KaplanDirector2,000$70.64$141,27751,793−3.72% plan?
Jul 29, 2016 AForm 4 →Aug 1, 11:40 am EDTCatherine Gillis OdelboHead of Corporate Strategy20——228,515— plan?
Jul 29, 2016 AForm 4 →Jul 29, 4:03 pm EDTKunal KapoorPresident1——28,485— plan?
Jul 29, 2016 AForm 4 →Jul 29, 4:00 pm EDTHaywood KellyHead of Global Research1——13,681— plan?
May 15, 2016 FForm 4 →May 17, 4:04 pm EDTRobert B PinkertonChief Marketing Officer78$81.85$6,3842,776— plan?
May 15, 2016 AFForm 4 →May 17, 3:24 pm EDTDonald James Phillips IIDirector4,145$81.85$114,344160,187— plan?
May 15, 2016 FForm 4 →May 17, 3:22 pm EDTBevin DesmondHead of Global Markets & HR1,458$81.85$119,33721,113— plan?
May 15, 2016 SForm 4 →May 17, 3:22 pm EDTBevin DesmondHead of Global Markets & HR114$81.99$9,34734,327−0.33% plan?
May 15, 2016 FForm 4 →May 17, 3:20 pm EDTDavid W WilliamsHead of Design1,004$81.85$82,17743,605— plan?
May 15, 2016 FForm 4 →May 17, 3:16 pm EDTStephane BiehlerCFO502$81.85$41,08918,516— plan?
May 15, 2016 AFForm 4 →May 17, 3:13 pm EDTJames TannerHead of Global Bus Dev & Sales1,515$81.85$24,0645,758— plan?
May 15, 2016 FForm 4 →May 17, 3:10 pm EDTHaywood KellyHead of Global Fund Research536$81.85$43,87213,680— plan?
May 15, 2016 FForm 4 →May 17, 3:07 pm EDTKunal KapoorPresident1,063$81.85$87,00728,484— plan?
May 15, 2016 AForm 4 →May 17, 10:10 am EDTHugh J ZentmyerDirector1,588——15,966— plan?
May 15, 2016 AForm 4 →May 16, 5:43 pm EDTBevin DesmondHead of Global Markets & HR3,054——34,441— plan?
May 15, 2016 AForm 4 →May 16, 5:40 pm EDTHaywood KellyHead of Global Fund Research3,054——14,216— plan?
May 15, 2016 AForm 4 →May 16, 5:35 pm EDTCatherine Gillis OdelboHead of Corporate Strategy2,138——228,495— plan?
May 15, 2016 AForm 4 →May 16, 5:33 pm EDTWilliam M LyonsDirector1,588——14,313— plan?
May 15, 2016 AForm 4 →May 16, 5:29 pm EDTPaul W SturmDirector1,588——46,656— plan?
May 15, 2016 AForm 4 →May 16, 5:27 pm EDTJack NoonanDirector1,588——61,017— plan?
May 15, 2016 AForm 4 →May 16, 5:24 pm EDTGail S LandisDirector1,588——6,653— plan?
May 15, 2016 AForm 4 →May 16, 5:21 pm EDTSteven N KaplanDirector1,588——53,793— plan?
May 15, 2016 AForm 4 →May 16, 5:19 pm EDTCheryl A FrancisDirector1,588——25,701— plan?
May 15, 2016 AForm 4 →May 16, 5:16 pm EDTRobin DiamonteDirector3,054——3,054— plan?
May 15, 2016 AForm 4 →May 16, 5:14 pm EDTRobert B PinkertonChief Marketing Officer1,221——2,854— plan?
May 15, 2016 AForm 4 →May 16, 5:08 pm EDTDavid W WilliamsHead of Design1,832——44,609— plan?
May 15, 2016 AForm 4 →May 16, 5:05 pm EDTDaniel NeedhamPres., Investment Management2,443——20,755— plan?
May 15, 2016 AForm 4 →May 16, 4:55 pm EDTStephane BiehlerCFO3,054——19,018— plan?

Reported at this company — derivatives (options, RSUs, warrants)

TradeReported (ET)InsiderSharesAvg priceTotalOwned afterΔ stakeFlags
Nov 15, 2018 AForm 4 →Nov 19, 11:21 am ESTBevin DesmondHead of Talent and Culture915——4,309—
Nov 15, 2018 AForm 4 →Nov 19, 11:15 am ESTDaniel Joseph DunnChief Revenue Officer686——3,855—
Nov 15, 2018 AForm 4 →Nov 19, 11:12 am ESTJason DubinskyChief Financial Officer1,029——3,469—
Nov 15, 2018 AForm 4 →Nov 19, 11:06 am ESTDaniel NeedhamPres., Investment Management915——4,309—
Nov 15, 2018 AForm 4 →Nov 19, 11:05 am ESTHaywood KellyHead of Global Fund Research800——3,370—
Nov 15, 2018 AForm 4 →Nov 19, 11:04 am ESTKunal KapoorCEO6,101——25,059—
Nov 15, 2018 AForm 4 →Nov 19, 11:03 am ESTPatrick J MaloneyGeneral Counsel572——2,560—
Nov 15, 2018 AForm 4 →Nov 19, 11:02 am ESTTricia RothschildChief Product Officer915——3,478—
Jul 30, 2018 MForm 4 →Jul 31, 4:09 pm EDTBevin DesmondHead of Talent and Culture1,000——7,000—
May 15, 2018 AForm 4 →May 17, 3:24 pm EDTKunal KapoorCEO6,011——18,958—
May 15, 2018 AForm 4 →May 17, 3:24 pm EDTTricia RothschildChief Product Officer901——2,563—
May 15, 2018 AForm 4 →May 17, 3:23 pm EDTDaniel NeedhamPres., Investment Management901——3,394—
May 15, 2018 AForm 4 →May 17, 3:22 pm EDTHaywood KellyHead of Global Fund Research789——2,570—
May 15, 2018 AForm 4 →May 17, 3:21 pm EDTJason DubinskyChief Financial Officer1,014——2,440—
May 15, 2018 AForm 4 →May 17, 3:21 pm EDTBevin DesmondHead of Talent and Culture901——3,394—
May 15, 2018 AForm 4 →May 17, 3:20 pm EDTDaniel Joseph DunnChief Revenue Officer676——3,169—
May 15, 2018 AForm 4 →May 17, 3:19 pm EDTPatrick J MaloneyGeneral Counsel563——1,988—
Nov 15, 2017 AForm 4 →Nov 17, 3:24 pm ESTJason DubinskyChief Financial Officer1,426——1,426—
Nov 15, 2017 AForm 4 →Nov 17, 3:04 pm ESTHaywood KellyHead of Global Fund Research792——1,781—
Nov 15, 2017 AForm 4 →Nov 17, 3:04 pm ESTDaniel Joseph DunnChief Revenue Officer1,109——2,493—
Nov 15, 2017 AForm 4 →Nov 17, 3:03 pm ESTPatrick J MaloneyGeneral Counsel634——1,425—
Nov 15, 2017 AForm 4 →Nov 17, 3:02 pm ESTKunal KapoorCEO5,759——12,947—
Nov 15, 2017 AForm 4 →Nov 17, 3:01 pm ESTBevin DesmondHead of Global Markets & HR1,109——2,493—
Nov 15, 2017 AForm 4 →Nov 17, 3:01 pm ESTTricia RothschildChief Product Officer739——1,662—
Nov 15, 2017 AForm 4 →Nov 17, 3:00 pm ESTDaniel NeedhamPres., Investment Management1,109——2,493—
May 15, 2017 AForm 4 →May 17, 3:44 pm EDTBevin DesmondHead of Global Markets & HR1,384——1,384—
May 15, 2017 AForm 4 →May 17, 3:43 pm EDTTricia RothschildChief Product Officer923——923—
May 15, 2017 AForm 4 →May 17, 3:42 pm EDTDaniel NeedhamPres., Investment Management1,384——1,384—
May 15, 2017 AForm 4 →May 17, 3:41 pm EDTPatrick J MaloneyGeneral Counsel791——791—
May 15, 2017 AForm 4 →May 17, 3:41 pm EDTKunal KapoorCEO7,188——7,188—
May 15, 2017 AForm 4 →May 17, 3:40 pm EDTHaywood KellyHead of Global Fund Research989——989—
May 15, 2017 AForm 4 →May 17, 3:39 pm EDTDaniel Joseph DunnChief Revenue Officer1,384——1,384—