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 13.79M
Granted 1.66M · Sold 1.13M
Granted 465.1K · Sold 191.3K
Granted 314.2K · Sold 148.7K
Granted 1.81M · Sold 1.80M
Granted 220.2K · Sold 62.5K
Granted 217.0K
Granted 94.6K · Sold 42.8K
Granted 240.4K · Sold 185.2K
Granted 167.8K · Sold 370.0K
Granted 173.5K · Sold 123.8K
Granted 247.3K · Sold 211.1K
Granted 163.7K · Sold 125.0K
Granted 281.0K · Sold 241.0K
Granted 132.1K · Sold 91.7K
Granted 342.2K · Sold 354.5K
Granted 175.4K · Sold 116.8K
Granted 77.3K · Sold 43.4K
Granted 13.8K
Granted 44.9K · Sold 5.7K
Granted 10.7K
Granted 75.7K · Sold 43.8K
Granted 19.1K · Bought 1.1K
Granted 13.6K
Granted 17.2K
Granted 21.7K
Granted 49.5K · Sold 16.4K
Granted 24.9K · Sold 4.2K
Granted 34.8K · Bought 2.0K · Sold 13.1K
Granted 5.6K · Bought 1.0K · Sold 623
Granted 12.8K · Sold 1.5K
Granted 11.2K
Granted 6.7K · Sold 500
Granted 12.3K
Granted 6.3K
Granted 17.3K · Sold 10.7K
Granted 3.7K
Granted 5.0K
Granted 11.4K · Bought 26.89 · Sold 3.9K
Granted 3.4K
Granted 2.5K
Granted 2.2K
Granted 2.9K
Granted 1.5K
Granted 9.7K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Mansueto Joseph DExecutive Chairman, Director, 10% owner · 11194 transactions | — | 8.09M | — | — | 13.79M |
| Huang TaoChief Operating Officer · 1432 transactions | — | 476.1Kas of Jan 2011 | 1.66M | — | 1.13M |
| Armour Timothy KManaging Director · 614 transactions | — | 450.2Kas of Feb 2008 | 465.1K | — | 191.3K |
| Odelbo Catherine GillisHead of Corporate Strategy · 279 transactions | — | 228.5Kas of Oct 2016 | 314.2K | — | 148.7K |
| Phillips Donald James IIDirector · 4396 transactions | — | 172.5Kas of May 2016 | 1.81M | — | 1.80M |
| Rekenthaler John AVP, Research & New Prod. Dev. · 314 transactions | — | 155.5Kas of May 2008 | 220.2K | — | 62.5K |
| Kapoor KunalCEO, Director · 101 transactions | — | 152.9K | 217.0K | — | — |
| Mansueto Daniel10% owner · 1 transaction | — | 71.3K | — | — | — |
| Reinkemeyer Patrick JPresident, Morningstar Assocs. · 199 transactions | — | 66.9Kas of Nov 2010 | 94.6K | — | 42.8K |
| Boruff Christopher PHead of Global Products · 457 transactions | — | 54.7Kas of Jan 2014 | 240.4K | — | 185.2K |
| Sturm Paul WDirector · 1119 transactions | — | 46.7Kas of May 2016 | 167.8K | — | 370.0K |
| Kirscher ElizabethPres., Data Division · 266 transactions | — | 45.5Kas of May 2012 | 173.5K | — | 123.8K |
| Williams David WHead of Design · 653 transactions | — | 44.6Kas of May 2016 | 247.3K | — | 211.1K |
| Kaplan Steven NDirector · 481 transactions | — | 43.1K | 163.7K | — | 125.0K |
| Boudos Martha DustinChief Financial Officer · 1151 transactions | — | 41.1Kas of Jul 2007 | 281.0K | — | 241.0K |
| Francis Cheryl ADirector · 501 transactions | — | 36.9K | 132.1K | — | 91.7K |
| Desmond BevinChief Talent & Culture Officer · 541 transactions | — | 36.0Kas of Nov 2022 | 342.2K | — | 354.5K |
| Noonan JackDirector · 624 transactions | — | 34.8Kas of May 2020 | 175.4K | — | 116.8K |
| Cooley Richard ScottChief Financial Officer · 77 transactions | — | 28.5Kas of Oct 2013 | 77.3K | — | 43.4K |
| Idzorek ThomasPres., Investment Management · 18 transactions | — | 27.5Kas of Jan 2015 | 13.8K | — | — |
| Chen PengPres., Investment Management · 33 transactions | — | 27.0Kas of May 2012 | 44.9K | — | 5.7K |
| Needham DanielPres., Investment Management · 14 transactions | — | 25.2Kas of May 2019 | 10.7K | — | — |
| Robbins Richard EGeneral Counsel · 155 transactions | — | 24.7Kas of Jul 2015 | 75.7K | — | 43.8K |
| Zentmyer Hugh JDirector · 29 transactions | — | 20.2Kas of May 2019 | 19.1K | 1.1K | — |
| Kelly HaywoodHead of Global Fund Research · 27 transactions | — | 18.4Kas of Nov 2019 | 13.6K | — | — |
| Goff Gregory RChief Technology Officer · 27 transactions | — | 18.2Kas of Nov 2015 | 17.2K | — | — |
| Biehler StephaneCFO · 10 transactions | — | 18.1Kas of Nov 2016 | 21.7K | — | — |
| Dubinsky JasonChief Financial Officer · 55 transactions | — | 17.3Kas of Dec 2024 | 49.5K | — | 16.4K |
| Dunn Daniel JosephChief Revenue Officer · 49 transactions | — | 15.0K | 24.9K | — | 4.2K |
| Lyons William MDirector · 64 transactions | — | 13.9K | 34.8K | 2.0K | 13.1K |
| Holt MichaelChief Financial Officer · 13 transactions | — | 12.3K | 5.6K | 1.0K | 623 |
| Diamonte RobinDirector · 15 transactions | — | 11.3K | 12.8K | — | 1.5K |
| Henkel Michael CPresident, Ibbotson Associates · 1 transaction | — | 11.2Kas of May 2006 | 11.2K | — | — |
| Rothschild TriciaChief Product Officer · 11 transactions | — | 9.7Kas of Nov 2019 | 6.7K | — | 500 |
| Ptak Frank SDirector · 4 transactions | — | 9.4Kas of May 2009 | 12.3K | — | — |
| Joynt StephenDirector · 7 transactions | — | 6.3K | 6.3K | — | — |
| Landis Gail SDirector · 28 transactions | — | 6.1Kas of May 2025 | 17.3K | — | 10.7K |
| Tanner JamesHead of Global Bus Dev & Sales · 6 transactions | — | 6.1Kas of May 2016 | 3.7K | — | — |
| Sutton DonielDirector · 6 transactions | — | 5.0K | 5.0K | — | — |
| Tsay Caroline JDirector · 28 transactions | — | 4.9K | 11.4K | 26.89 | 3.9K |
| Maloney Patrick JGeneral Counsel · 5 transactions | — | 3.3Kas of May 2019 | 3.4K | — | — |
| Wiersema ConanCAO & PAO · 15 transactions | — | 3.1K | 2.5K | — | — |
| Pinkerton Robert BChief Marketing Officer · 5 transactions | — | 2.7Kas of Nov 2016 | 2.2K | — | — |
| McGarry Kimberly JChief Accounting Officer · 18 transactions | — | 2.3Kas of Nov 2023 | 2.9K | — | — |
| Bramman Anne LDirector · 1 transaction | — | 1.5K | 1.5K | — | — |
| Lutschaunig Arthur JPres. & CIO, MIS · 3 transactions | — | 1.3Kas of Jul 2007 | 9.7K | — | — |
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 all recorded history: -19.12M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.