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 1.42M
Granted 47.7K
Granted 2.4K · Sold 2.5K
Granted 2.4K
Granted 4.8K · Sold 6.6K
Granted 5.9K · Sold 1.6K
Granted 2.4K · Sold 5.2K
Granted 5.6K · Bought 1.0K · Sold 623
Granted 2.4K · Sold 400
Granted 2.4K
Granted 1.3K · Sold 580
Granted 2.4K
Granted 2.4K · Sold 1.1K
Granted 2.5K
Granted 1.5K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Mansueto Joseph DExecutive Chairman, Director, 10% owner · 869 transactions | -49.3% | 8.09M | — | — | 1.42M |
| Kapoor KunalCEO, Director · 20 transactions | +22.4% | 152.9K | 47.7K | — | — |
| Mansueto Daniel10% owner · 1 transaction | — | 71.3K | — | — | — |
| Kaplan Steven NDirector · 7 transactions | -5.7% | 43.1K | 2.4K | — | 2.5K |
| Francis Cheryl ADirector · 3 transactions | +7% | 36.9K | 2.4K | — | — |
| Dubinsky JasonChief Financial Officer · 16 transactions | -13.5% | 17.3Kas of Dec 2024 | 4.8K | — | 6.6K |
| Dunn Daniel JosephChief Revenue Officer · 17 transactions | +17% | 15.0K | 5.9K | — | 1.6K |
| Lyons William MDirector · 10 transactions | -16.7% | 13.9K | 2.4K | — | 5.2K |
| Holt MichaelChief Financial Officer · 13 transactions | — | 12.3K | 5.6K | 1.0K | 623 |
| Diamonte RobinDirector · 4 transactions | +21.5% | 11.3K | 2.4K | — | 400 |
| Joynt StephenDirector · 3 transactions | +61.9% | 6.3K | 2.4K | — | — |
| Landis Gail SDirector · 4 transactions | +6% | 6.1Kas of May 2025 | 1.3K | — | 580 |
| Sutton DonielDirector · 3 transactions | +93.6% | 5.0K | 2.4K | — | — |
| Tsay Caroline JDirector · 6 transactions | +36.7% | 4.9K | 2.4K | — | 1.1K |
| Wiersema ConanCAO & PAO · 15 transactions | — | 3.1K | 2.5K | — | — |
| McGarry Kimberly JChief Accounting Officer · 1 transaction | -1.4% | 2.3Kas of Nov 2023 | — | — | — |
| 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 3 years: -1.44M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.