Insider Shareholders with Direct Ownership of Morningstar, Inc. (MORN)
This section provides a comprehensive overview of the insiders with direct ownership of Morningstar, Inc. (MORN). You can find detailed information about the size and nature of each insider's ownership stake, as well as the latest updates on their holdings.
Morningstar, Inc. Insider List
| Insider | Adquired | Disposed | Held | # of Trades | Last Transaction |
|---|---|---|---|---|---|
|
Joseph D Mansueto
Executive Chairman |
0 | 4,936,727 | 9,427,836 $2.83 Billion | 631 |
May 27, 2025
Reduced 0.0%
|
|
Kunal Kapoor
CEO |
102,755 | 63,044 | 138,058 $41.5 Million | 30 |
May 16, 2025
Reduced 4.76%
|
|
Steven N Kaplan
Director |
3,418 | 7,000 | 41,936 $12.6 Million | 11 |
May 15, 2025
Added 1.46%
|
|
Cheryl A Francis
Director |
4,030 | 0 | 35,790 $10.8 Million | 5 |
May 15, 2025
Added 1.7%
|
|
Bevin Desmond
Chief Talent & Culture Officer |
8,892 | 15,930 | 24,774 $7.45 Million | 16 |
Nov 17, 2022
Reduced 2.14%
|
|
Jason Dubinsky
Chief Financial Officer |
22,177 | 25,491 | 17,304 $5.2 Million | 27 |
Dec 13, 2024
Reduced 0.28%
|
|
Daniel Joseph Dunn
Chief Revenue Officer |
16,891 | 10,297 | 14,659 $4.41 Million | 30 |
May 16, 2025
Reduced 5.5%
|
|
William M Lyons
Director |
5,734 | 9,316 | 13,460 $4.05 Million | 16 |
May 15, 2025
Added 4.4%
|
|
Robin Diamonte
Director |
3,418 | 1,500 | 10,194 $3.06 Million | 9 |
May 15, 2025
Added 5.73%
|
|
Gail S Landis
Director |
3,418 | 2,694 | 6,069 $1.82 Million | 9 |
May 15, 2025
Added 9.27%
|
|
Michael Holt
Chief Financial Officer |
1,667 | 860 | 5,551 $1.67 Million | 5 |
May 16, 2025
Reduced 8.37%
|
|
Stephen Joynt
Director |
3,418 | 0 | 5,138 $1.54 Million | 5 |
May 15, 2025
Added 10.77%
|
|
Caroline J Tsay
Director |
3,418 | 4,967 | 4,344 $1.31 Million | 13 |
May 16, 2025
Reduced 4.4%
|
|
Doniel Sutton
Director |
3,826 | 0 | 3,826 $1.15 Million | 5 |
May 15, 2025
Added 13.95%
|
|
Kimberly J Mc Garry
Chief Accounting Officer |
1,400 | 487 | 2,307 $693,507 | 11 |
Nov 17, 2023
Reduced 1.41%
|
|
Conan Wiersema
CAO & PAO |
802 | 164 | 1,436 $431,675 | 7 |
May 16, 2025
Reduced 5.65%
|