Morningstar, Inc.
A provider of independent investment research and data, Morningstar tracks mutual funds, stocks, and other investments for everyday investors, financial advisors, and fund managers. Founded in 1984 by Joe Mansueto in his Chicago apartment, it became famous for its one-to-five-star fund ratings that simplify complex data. The company's name comes from the closing line of Henry David Thoreau's *Walden*: "The sun is but a morning star."
Sold 338.8K
Granted 16.5K
Granted 1.1K
Granted 1.1K
Granted 346
Granted 1.1K · Sold 700
Granted 4.0K · Bought 1.0K · Sold 270
Granted 1.1K
Granted 1.1K
Granted 1.1K
Granted 1.1K · Sold 600
Granted 1.7K
Granted 1.5K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Mansueto Joseph DExecutive Chairman, Director, 10% owner · 219 transactions | -44.8% | 8.09M | — | — | 338.8K |
| Kapoor KunalCEO, Director · 6 transactions | +5.5% | 152.9K | 16.5K | — | — |
| Mansueto Daniel10% owner · 1 transaction | — | 71.3K | — | — | — |
| Kaplan Steven NDirector · 1 transaction | +2.7% | 43.1K | 1.1K | — | — |
| Francis Cheryl ADirector · 1 transaction | +3.2% | 36.9K | 1.1K | — | — |
| Dunn Daniel JosephChief Revenue Officer · 2 transactions | -3.3% | 15.0K | 346 | — | — |
| Lyons William MDirector · 2 transactions | +3.3% | 13.9K | 1.1K | — | 700 |
| Holt MichaelChief Financial Officer · 8 transactions | +103.5% | 12.3K | 4.0K | 1.0K | 270 |
| Diamonte RobinDirector · 1 transaction | +11.2% | 11.3K | 1.1K | — | — |
| Joynt StephenDirector · 1 transaction | +22.3% | 6.3K | 1.1K | — | — |
| Sutton DonielDirector · 1 transaction | +29.9% | 5.0K | 1.1K | — | — |
| Tsay Caroline JDirector · 2 transactions | +12.5% | 4.9K | 1.1K | — | 600 |
| Wiersema ConanCAO & PAO · 8 transactions | +103.5% | 3.1K | 1.7K | — | — |
| Bramman Anne LDirector · 1 transaction | — | 1.5K | 1.5K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last year: -339.3K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.