Company · CIK 0001289419 · SIC 6282 — Investment Advice · Nasdaq
Morningstar, Inc. · MORN
Insider activity reported against this company. All insider holders · On EDGAR ↗
Reported at this company — common stock
| Trade | Reported (ET) | Insider | Shares | Avg price | Total | Owned after | Δ stake | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 16, 2015 GForm 4 → | Mar 17, 4:22 pm EDT | Gail S LandisDirector | 200 | — | — | 5,149 | — | plan? |
| Mar 16, 2015 SForm 4 → | Mar 16, 4:58 pm EDT | Donald James Phillips IIDirector | 2,000 | $74.65 | $149,291 | 16,862 | −10.6% | plan? |
| Mar 9, 2015 SForm 4 → | Mar 10, 12:03 pm EDT | Donald James Phillips IIDirector | 2,000 | $73.63 | $147,259 | 18,862 | −9.59% | plan? |
| Mar 2, 2015 SForm 4 → | Mar 3, 12:18 pm EST | Donald James Phillips IIDirector | 2,000 | $74.89 | $149,771 | 20,862 | −8.75% | plan? |
| Feb 23, 2015 SForm 4 → | Feb 24, 9:58 am EST | Donald James Phillips IIDirector | 2,000 | $76.91 | $153,823 | 22,862 | −8.04% | plan? |
| Feb 17, 2015 SForm 4 → | Feb 19, 10:02 am EST | Donald James Phillips IIDirector | 2,000 | $77.26 | $154,512 | 24,862 | −7.45% | plan? |
| Jan 30, 2015 AForm 4 → | Feb 2, 10:22 am EST | Donald James Phillips IIDirector | 10 | — | — | 157,098 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:56 am EST | Hugh J ZentmyerDirector | 1 | — | — | 12,689 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:54 am EST | David W WilliamsHead of Design and Marketing | 9 | — | — | 44,891 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:53 am EST | Paul W SturmDirector | 1 | — | — | 53,379 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:51 am EST | Richard E RobbinsGeneral Counsel and Secretary | 11 | — | — | 22,196 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:49 am EST | Catherine Gillis OdelboHead of Corporate Strategy | 49 | — | — | 224,595 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:47 am EST | Jack NoonanDirector | 1 | — | — | 59,204 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:44 am EST | William M LyonsDirector | 1 | — | — | 11,036 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:43 am EST | Haywood KellyHead of Global Fund Research | 3 | — | — | 9,028 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:41 am EST | Kunal KapoorHead of Individual Software | 10 | — | — | 23,907 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:39 am EST | Steven N KaplanDirector | 1 | — | — | 50,516 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:37 am EST | Thomas IdzorekPres., Investment Management | 23 | — | — | 27,533 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:34 am EST | Gregory R GoffChief Technology Officer | 9 | — | — | 17,020 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:33 am EST | Cheryl A FrancisDirector | 1 | — | — | 22,424 | — | plan? |
| Jan 30, 2015 AForm 4 → | Jan 30, 11:31 am EST | Bevin DesmondHead of Global Markets & HR | 13 | — | — | 24,232 | — | plan? |
| Dec 16, 2014 GForm 4 → | Dec 21, 2015, 8:42 am EST | Joseph D MansuetoChairman & CEO, Director, 10% Owner | 61,890 | — | — | 24,250,364 | — | plan? late |
Reported at this company — derivatives (options, RSUs, warrants)
| Trade | Reported (ET) | Insider | Shares | Avg price | Total | Owned after | Δ stake | Flags |
|---|---|---|---|---|---|---|---|---|
| Nov 15, 2018 AForm 4 → | Nov 19, 11:21 am EST | Bevin DesmondHead of Talent and Culture | 915 | — | — | 4,309 | — | |
| Nov 15, 2018 AForm 4 → | Nov 19, 11:15 am EST | Daniel Joseph DunnChief Revenue Officer | 686 | — | — | 3,855 | — | |
| Nov 15, 2018 AForm 4 → | Nov 19, 11:12 am EST | Jason DubinskyChief Financial Officer | 1,029 | — | — | 3,469 | — | |
| Nov 15, 2018 AForm 4 → | Nov 19, 11:06 am EST | Daniel NeedhamPres., Investment Management | 915 | — | — | 4,309 | — | |
| Nov 15, 2018 AForm 4 → | Nov 19, 11:05 am EST | Haywood KellyHead of Global Fund Research | 800 | — | — | 3,370 | — | |
| Nov 15, 2018 AForm 4 → | Nov 19, 11:04 am EST | Kunal KapoorCEO | 6,101 | — | — | 25,059 | — | |
| Nov 15, 2018 AForm 4 → | Nov 19, 11:03 am EST | Patrick J MaloneyGeneral Counsel | 572 | — | — | 2,560 | — | |
| Nov 15, 2018 AForm 4 → | Nov 19, 11:02 am EST | Tricia RothschildChief Product Officer | 915 | — | — | 3,478 | — | |
| Jul 30, 2018 MForm 4 → | Jul 31, 4:09 pm EDT | Bevin DesmondHead of Talent and Culture | 1,000 | — | — | 7,000 | — | |
| May 15, 2018 AForm 4 → | May 17, 3:24 pm EDT | Kunal KapoorCEO | 6,011 | — | — | 18,958 | — | |
| May 15, 2018 AForm 4 → | May 17, 3:24 pm EDT | Tricia RothschildChief Product Officer | 901 | — | — | 2,563 | — | |
| May 15, 2018 AForm 4 → | May 17, 3:23 pm EDT | Daniel NeedhamPres., Investment Management | 901 | — | — | 3,394 | — | |
| May 15, 2018 AForm 4 → | May 17, 3:22 pm EDT | Haywood KellyHead of Global Fund Research | 789 | — | — | 2,570 | — | |
| May 15, 2018 AForm 4 → | May 17, 3:21 pm EDT | Jason DubinskyChief Financial Officer | 1,014 | — | — | 2,440 | — | |
| May 15, 2018 AForm 4 → | May 17, 3:21 pm EDT | Bevin DesmondHead of Talent and Culture | 901 | — | — | 3,394 | — | |
| May 15, 2018 AForm 4 → | May 17, 3:20 pm EDT | Daniel Joseph DunnChief Revenue Officer | 676 | — | — | 3,169 | — | |
| May 15, 2018 AForm 4 → | May 17, 3:19 pm EDT | Patrick J MaloneyGeneral Counsel | 563 | — | — | 1,988 | — | |
| Nov 15, 2017 AForm 4 → | Nov 17, 3:24 pm EST | Jason DubinskyChief Financial Officer | 1,426 | — | — | 1,426 | — | |
| Nov 15, 2017 AForm 4 → | Nov 17, 3:04 pm EST | Haywood KellyHead of Global Fund Research | 792 | — | — | 1,781 | — | |
| Nov 15, 2017 AForm 4 → | Nov 17, 3:04 pm EST | Daniel Joseph DunnChief Revenue Officer | 1,109 | — | — | 2,493 | — | |
| Nov 15, 2017 AForm 4 → | Nov 17, 3:03 pm EST | Patrick J MaloneyGeneral Counsel | 634 | — | — | 1,425 | — | |
| Nov 15, 2017 AForm 4 → | Nov 17, 3:02 pm EST | Kunal KapoorCEO | 5,759 | — | — | 12,947 | — | |
| Nov 15, 2017 AForm 4 → | Nov 17, 3:01 pm EST | Bevin DesmondHead of Global Markets & HR | 1,109 | — | — | 2,493 | — | |
| Nov 15, 2017 AForm 4 → | Nov 17, 3:01 pm EST | Tricia RothschildChief Product Officer | 739 | — | — | 1,662 | — | |
| Nov 15, 2017 AForm 4 → | Nov 17, 3:00 pm EST | Daniel NeedhamPres., Investment Management | 1,109 | — | — | 2,493 | — | |
| May 15, 2017 AForm 4 → | May 17, 3:44 pm EDT | Bevin DesmondHead of Global Markets & HR | 1,384 | — | — | 1,384 | — | |
| May 15, 2017 AForm 4 → | May 17, 3:43 pm EDT | Tricia RothschildChief Product Officer | 923 | — | — | 923 | — | |
| May 15, 2017 AForm 4 → | May 17, 3:42 pm EDT | Daniel NeedhamPres., Investment Management | 1,384 | — | — | 1,384 | — | |
| May 15, 2017 AForm 4 → | May 17, 3:41 pm EDT | Patrick J MaloneyGeneral Counsel | 791 | — | — | 791 | — | |
| May 15, 2017 AForm 4 → | May 17, 3:41 pm EDT | Kunal KapoorCEO | 7,188 | — | — | 7,188 | — | |
| May 15, 2017 AForm 4 → | May 17, 3:40 pm EDT | Haywood KellyHead of Global Fund Research | 989 | — | — | 989 | — | |
| May 15, 2017 AForm 4 → | May 17, 3:39 pm EDT | Daniel Joseph DunnChief Revenue Officer | 1,384 | — | — | 1,384 | — |