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
May 15, 2016 AForm 4 →May 16, 4:53 pm EDTKunal KapoorPresident3,665——29,547— plan?
May 10, 2016 SForm 4 →May 11, 10:56 am EDTBevin DesmondHead of Global Markets & HR2,000$82.88$165,76221,155−8.64% plan?
May 3, 2016 SForm 4 →May 4, 12:16 pm EDTBevin DesmondHead of Global Markets & HR2,000$82.73$165,46722,155−8.28% plan?
Apr 29, 2016 AForm 4 →May 3, 2:51 pm EDTHaywood KellyHead of Global Fund Research1——11,162— plan?
Apr 29, 2016 AForm 4 →May 3, 2:34 pm EDTBevin DesmondHead of Global Markets & HR5——23,155— plan?
Apr 29, 2016 AForm 4 →May 3, 2:31 pm EDTCatherine Gillis OdelboHead of Corporate Strategy39——226,357— plan?
Apr 29, 2016 AForm 4 →May 3, 2:28 pm EDTDonald James Phillips IIDirector4——158,836— plan?
Apr 29, 2016 AForm 4 →May 3, 2:20 pm EDTKunal KapoorPresident3——25,882— plan?
Apr 29, 2016 AForm 4 →May 3, 2:17 pm EDTDaniel NeedhamPres., Investment Management1——18,312— plan?
Apr 29, 2016 AForm 4 →May 3, 2:13 pm EDTDavid W WilliamsHead of Design3——42,777— plan?
Apr 28, 2016 SForm 4 →Apr 28, 4:00 pm EDTPaul W SturmDirector2,542$83.99$213,51245,068−5.34% plan?
Apr 27, 2016 SForm 4 →Apr 28, 10:24 am EDTPaul W SturmDirector5,000$84.08$420,41247,610−9.50% plan?
Apr 26, 2016 SForm 4 →Apr 27, 5:01 pm EDTBevin DesmondHead of Global Markets & HR2,000$83.66$167,31723,154−7.95% plan?
Apr 26, 2016 SForm 4 →Apr 27, 4:56 pm EDTGail S LandisDirector782$83.88$65,5945,065−13.4% plan?
Apr 26, 2016 SForm 4 →Apr 27, 4:47 pm EDTPaul W SturmDirector2,458$83.91$206,23952,610−4.46% plan?
Mar 29, 2016 SForm 4 →Mar 29, 4:33 pm EDTGail S LandisDirector390$87.00$33,9305,847−6.25% plan?
Mar 21, 2016 SForm 4 →Mar 22, 11:57 am EDTDavid W WilliamsHead of Design3,000$85.00$255,00042,774−6.55% plan?
Feb 25, 2016 GForm 4 →Feb 29, 2:30 pm ESTCatherine Gillis OdelboHead of Corporate Strategy700——226,318— plan?
Jan 29, 2016 AForm 4 →Feb 1, 3:49 pm ESTDonald James Phillips IIDirector4——158,832— plan?
Jan 29, 2016 AForm 4 →Feb 1, 1:20 pm ESTKunal KapoorPresident3——25,879— plan?
Jan 29, 2016 AForm 4 →Feb 1, 1:02 pm ESTCatherine Gillis OdelboHead of Corporate Strategy41——227,018— plan?
Jan 29, 2016 AForm 4 →Feb 1, 12:58 pm ESTDaniel NeedhamPres., Investment Management1——18,311— plan?
Jan 29, 2016 AForm 4 →Feb 1, 12:55 pm ESTBevin DesmondHead of Global Markets & HR5——24,154— plan?
Jan 29, 2016 AForm 4 →Feb 1, 12:53 pm ESTDavid W WilliamsHead of Design3——45,774— plan?
Jan 29, 2016 AForm 4 →Feb 1, 12:48 pm ESTHaywood KellyHead of Global Fund Research1——11,161— plan?
Dec 21, 2015 GForm 4 →Dec 23, 1:00 pm ESTJoseph D MansuetoChairman & CEO, Director, 10% Owner108,737——24,141,627— plan?
Dec 16, 2015 GForm 4/A →Dec 23, 12:55 pm ESTJoseph D MansuetoChairman & CEO, Director, 10% Owner61,890——24,250,364— plan?
Dec 9, 2015 GForm 4 →Dec 15, 11:50 am ESTJack NoonanDirector1,218——59,429— plan? late
Nov 30, 2015 GForm 4 →Dec 1, 10:29 am ESTJack NoonanDirector246——60,647— plan?
Nov 15, 2015 FForm 4 →Nov 16, 5:24 pm ESTRobert B PinkertonChief Marketing Officer59$78.28$4,6191,633— plan?
Nov 15, 2015 FForm 4 →Nov 16, 5:14 pm ESTStephane BiehlerCFO464$78.28$36,32216,229— plan?
Nov 15, 2015 FForm 4 →Nov 16, 5:02 pm ESTKunal KapoorPresident103$78.28$8,06325,876— plan?
Nov 15, 2015 FForm 4 →Nov 16, 4:53 pm ESTHaywood KellyHead of Global Fund Research64$78.28$5,01011,160— plan?
Nov 15, 2015 FForm 4 →Nov 16, 4:48 pm ESTGregory R GoffChief Technology Officer203$78.28$15,89118,161— plan?
Oct 30, 2015 AForm 4 →Nov 2, 11:07 am ESTDavid W WilliamsHead of Design3——45,771— plan?
Oct 30, 2015 AForm 4 →Nov 2, 11:02 am ESTDonald James Phillips IIDirector4——158,828— plan?
Oct 30, 2015 AForm 4 →Nov 2, 10:57 am ESTCatherine Gillis OdelboHead of Corporate Strategy34——226,977— plan?
Oct 30, 2015 AForm 4 →Nov 2, 10:54 am ESTDaniel NeedhamPres., Investment Management1——18,310— plan?
Oct 30, 2015 AForm 4 →Nov 2, 10:28 am ESTHaywood KellyHead of Global Fund Research1——11,224— plan?
Oct 30, 2015 AForm 4 →Oct 30, 4:19 pm EDTKunal KapoorPresident3——25,979— plan?
Oct 30, 2015 AForm 4 →Oct 30, 4:13 pm EDTGregory R GoffChief Technology Officer4——18,364— plan?
Oct 30, 2015 AForm 4 →Oct 30, 4:05 pm EDTBevin DesmondHead of Global Markets & HR5——24,153— plan?
Oct 26, 2015 SForm 4 →Oct 27, 1:54 pm EDTGail S LandisDirector300$82.00$24,6006,237−4.59% plan?
Aug 24, 2015 SForm 4 →Aug 24, 8:14 pm EDTBevin DesmondHead of Global Markets & HR5,000$78.29$391,44929,375−14.5% plan?
Aug 17, 2015 SForm 4 →Aug 17, 5:53 pm EDTBevin DesmondHead of Global Markets & HR5,000$84.21$421,07334,375−12.7% plan?
Aug 10, 2015 SForm 4 →Aug 10, 5:31 pm EDTBevin DesmondHead of Global Markets & HR5,000$85.33$426,63339,375−11.3% plan?
Aug 3, 2015 SForm 4 →Aug 4, 10:47 am EDTBevin DesmondHead of Global Markets & HR5,000$84.09$420,45544,375−10.1% plan?
Jul 31, 2015 AForm 4 →Aug 3, 2:57 pm EDTDavid W WilliamsHead of Design2——45,768— plan?
Jul 31, 2015 AForm 4 →Aug 3, 2:49 pm EDTRichard E RobbinsGeneral Counsel3——24,658— plan?
Jul 31, 2015 AForm 4 →Aug 3, 12:56 pm EDTDonald James Phillips IIDirector3——158,824— plan?
Jul 31, 2015 AForm 4 →Aug 3, 12:51 pm EDTCatherine Gillis OdelboHead of Corporate Strategy33——226,943— plan?
Jul 31, 2015 AForm 4 →Aug 3, 11:55 am EDTDaniel NeedhamPres., Investment Management1——18,309— plan?
Jul 31, 2015 AForm 4 →Aug 3, 11:49 am EDTHaywood KellyHead of Global Fund Research1——11,223— plan?
Jul 31, 2015 AForm 4 →Aug 3, 11:44 am EDTKunal KapoorHead of Products and Solutions3——25,976— plan?
Jul 31, 2015 AForm 4 →Aug 3, 11:40 am EDTGregory R GoffChief Technology Officer4——18,360— plan?
Jul 31, 2015 AForm 4 →Aug 3, 11:36 am EDTBevin DesmondHead of Global Markets & HR4——24,152— plan?
Jul 27, 2015 SForm 4 →Jul 28, 10:17 am EDTBevin DesmondHead of Global Markets & HR5,000$84.24$421,21549,372−9.20% plan?
Jun 3, 2015 SForm 4 →Jun 4, 12:47 pm EDTGail S LandisDirector300$78.90$23,6706,537−4.39% plan?
May 18, 2015 SForm 4 →May 19, 10:15 am EDTDonald James Phillips IIDirector862$77.06$66,4220−100% plan?
May 15, 2015 AForm 4 →Jun 12, 4:47 pm EDTRobert B PinkertonChief Marketing Officer974——1,692— plan? late
May 15, 2015 AFForm 4 →May 18, 3:46 pm EDTBevin DesmondHead of Global Markets & HR4,795$77.00$119,27324,151— plan?
May 15, 2015 AFForm 4 →May 18, 3:45 pm EDTKunal KapoorHead of Prods. and Solutions4,434$77.00$91,47625,973— plan?
May 15, 2015 AFForm 4 →May 18, 3:42 pm EDTGregory R GoffChief Technology Officer3,866$77.00$97,71318,356— plan?
May 15, 2015 AForm 4 →May 18, 3:40 pm EDTDaniel NeedhamPres., Investment Management1,948——18,308— plan?
May 15, 2015 AForm 4 →May 18, 3:38 pm EDTCatherine Gillis OdelboHead of Corporate Strategy2,272——226,910— plan?
May 15, 2015 AFForm 4 →May 18, 3:37 pm EDTDavid W WilliamsHead of Design and Marketing3,029$77.00$83,23745,766— plan?
May 15, 2015 AFForm 4 →May 18, 3:34 pm EDTStephane BiehlerCFO3,511$77.00$20,40516,428— plan?
May 15, 2015 AFForm 4 →May 18, 3:32 pm EDTDonald James Phillips IIDirector4,129$77.00$92,939158,821— plan?
May 15, 2015 AFForm 4 →May 18, 3:31 pm EDTRichard E RobbinsGeneral Counsel and Secretary5,343$77.00$111,41924,655— plan?
May 15, 2015 AFForm 4 →May 18, 3:29 pm EDTHaywood KellyHead of Global Fund Research3,003$77.00$31,26211,222— plan?
May 15, 2015 AFForm 4 →May 18, 3:25 pm EDTJames TannerHead of Global Bus Dev & Sales1,502$77.00$15,7083,610— plan?
May 15, 2015 AForm 4 →May 18, 12:45 pm EDTCheryl A FrancisDirector1,688——24,113— plan?
May 15, 2015 AForm 4 →May 18, 12:42 pm EDTSteven N KaplanDirector1,688——52,205— plan?
May 15, 2015 AForm 4 →May 18, 12:40 pm EDTWilliam M LyonsDirector1,688——12,725— plan?
May 15, 2015 AForm 4 →May 18, 12:37 pm EDTPaul W SturmDirector1,688——55,068— plan?
May 15, 2015 AForm 4 →May 18, 12:34 pm EDTGail S LandisDirector1,688——6,837— plan?
May 15, 2015 AForm 4 →May 18, 12:31 pm EDTHugh J ZentmyerDirector1,688——14,378— plan?
May 15, 2015 AForm 4 →May 18, 12:28 pm EDTJack NoonanDirector1,688——60,893— plan?
May 11, 2015 SForm 4 →May 13, 10:12 am EDTDonald James Phillips IIDirector2,000$75.19$150,373862−69.9% plan?
May 4, 2015 SForm 4 →May 5, 10:34 am EDTDonald James Phillips IIDirector2,000$76.35$152,6982,862−41.1% plan?
Apr 30, 2015 AForm 4 →May 4, 12:57 pm EDTHugh J ZentmyerDirector1——12,690— plan?
Apr 30, 2015 AForm 4 →May 4, 12:52 pm EDTPaul W SturmDirector1——53,380— plan?
Apr 30, 2015 AForm 4 →May 4, 12:48 pm EDTRichard E RobbinsGeneral Counsel and Secretary10——22,206— plan?
Apr 30, 2015 AForm 4 →May 4, 12:45 pm EDTDonald James Phillips IIDirector8——157,106— plan?
Apr 30, 2015 AForm 4 →May 4, 12:41 pm EDTCatherine Gillis OdelboHead of Corporate Strategy43——224,638— plan?
Apr 30, 2015 AForm 4 →May 4, 12:38 pm EDTJack NoonanDirector1——59,205— plan?
Apr 30, 2015 AForm 4 →May 4, 12:35 pm EDTDaniel NeedhamPres., Investment Management2——16,360— plan?
Apr 30, 2015 AForm 4 →May 4, 12:31 pm EDTWilliam M LyonsDirector1——11,037— plan?
Apr 30, 2015 AForm 4 →May 4, 12:28 pm EDTHaywood KellyHead of Global Fund Research3——9,031— plan?
Apr 30, 2015 AForm 4 →May 4, 12:23 pm EDTKunal KapoorHead of Products and Solutions8——23,915— plan?
Apr 30, 2015 AForm 4 →May 4, 12:19 pm EDTSteven N KaplanDirector1——50,517— plan?
Apr 30, 2015 AForm 4 →May 4, 12:12 pm EDTGregory R GoffChief Technology Officer8——17,028— plan?
Apr 30, 2015 AForm 4 →May 4, 12:07 pm EDTCheryl A FrancisDirector1——22,425— plan?
Apr 30, 2015 AForm 4 →May 4, 12:04 pm EDTBevin DesmondHead of Global Markets & HR, Director11——24,233— plan?
Apr 27, 2015 SForm 4 →Apr 28, 10:11 am EDTDonald James Phillips IIDirector2,000$75.75$151,5104,862−29.1% plan?
Apr 20, 2015 SForm 4 →Apr 21, 11:19 am EDTDonald James Phillips IIDirector2,000$73.23$146,4646,862−22.6% plan?
Apr 13, 2015 SForm 4 →Apr 14, 9:53 am EDTDonald James Phillips IIDirector2,000$73.79$147,5808,862−18.4% plan?
Apr 6, 2015 SForm 4 →Apr 7, 10:40 am EDTDonald James Phillips IIDirector2,000$74.36$148,72910,862−15.5% plan?
Mar 30, 2015 SForm 4 →Mar 31, 11:52 am EDTDonald James Phillips IIDirector2,000$75.62$151,24712,862−13.5% plan?
Mar 23, 2015 SForm 4 →Mar 24, 11:24 am EDTDonald James Phillips IIDirector2,000$75.04$150,08514,862−11.9% 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—