Insider Holders & Insider Ownership - Morningstar Inc. (MORN)

List of insiders holdings for Morningstar Inc.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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# Insider Holder Name Report
Date Time		 Shares Owned
Directly
Indirectly		 Total
Shares Owned		 Filing
1 Mansueto Joseph D
Executive Chairman
10% Owner		 2025-03-17 17:35:56 10,027,836
4,986,106		 15,013,942 Form 4
2 Huang Tao
Chief Operating Officer		 2011-01-31 14:10:59 488,116
0		 488,116 Form 4
3 Armour Timothy K
Managing Director
Director		 2008-02-14 17:01:27 450,229
0		 450,229 Form 4
4 Odelbo Catherine Gillis
Head of Corporate Strategy		 2016-10-28 12:39:47 228,539
0		 228,539 Form 4
5 Phillips Donald James II
Director		 2016-05-17 15:24:58 160,187
11,497		 171,684 Form 4
6 Rekenthaler John A
VP, Research & New Prod. Dev.		 2008-05-19 09:21:30 157,375
0		 157,375 Form 4
7 Kapoor Kunal
CEO		 2024-12-27 21:12:59 133,307
0		 133,307 Form 4
8 Reinkemeyer Patrick J
President, Morningstar Assocs.		 2010-11-12 11:53:14 102,317
0		 102,317 Form 4
9 Boruff Christopher P
Head of Global Products		 2014-02-03 15:19:20 54,657
0		 54,657 Form 4
10 Sturm Paul W
Director		 2016-05-16 17:29:54 46,656
0		 46,656 Form 4
11 Kirscher Elizabeth
Pres., Data Division		 2012-05-16 14:40:36 45,451
0		 45,451 Form 4
12 Williams David W
Head of Design		 2016-05-17 15:20:32 43,605
0		 43,605 Form 4
13 Kaplan Steven N
Director		 2024-11-12 17:54:49 41,316
0		 41,316 Form 4
14 Boudos Martha Dustin
Chief Financial Officer		 2007-07-11 15:59:21 41,066
0		 41,066 Form 4
15 Chen Peng
Pres., Investment Management		 2012-05-16 14:35:20 36,006
0		 36,006 Form 4
16 Desmond Bevin
Chief Talent & Culture Officer		 2022-11-21 18:09:45 24,774
11,207		 35,981 Form 4
17 FRANCIS CHERYL A
Director		 2024-05-17 17:36:00 35,170
0		 35,170 Form 4
18 NOONAN JACK
Director		 2020-05-19 17:33:25 8,359
26,401		 34,760 Form 4
19 Cooley Richard Scott
Chief Financial Officer		 2013-11-01 15:26:20 28,500
0		 28,500 Form 4
20 Idzorek Thomas
Pres., Investment Management		 2015-01-30 11:37:29 27,533
0		 27,533 Form 4
21 Robbins Richard E
General Counsel		 2015-08-03 14:49:06 24,658
0		 24,658 Form 4
22 ZENTMYER HUGH J
Director		 2019-05-17 10:29:09 20,157
0		 20,157 Form 4
23 Goff Gregory R
Chief Technology Officer		 2015-11-16 16:48:43 18,161
0		 18,161 Form 4
24 Biehler Stephane
CFO		 2016-11-17 13:36:20 18,052
0		 18,052 Form 4
25 DUBINSKY JASON
Chief Financial Officer		 2024-12-16 17:10:57 17,304
0		 17,304 Form 4
26 Rothschild Tricia
Chief Product Officer		 2019-11-18 13:17:05 14,779
0		 14,779 Form 4
27 Dunn Daniel Joseph
Chief Revenue Officer		 2025-03-04 17:29:37 13,048
0		 13,048 Form 4
28 Lyons William M
Director		 2024-10-30 16:44:59 12,840
0		 12,840 Form 4
29 Henkel Michael C
President, Ibbotson Associates		 2006-05-16 16:45:33 11,243
0		 11,243 Form 4
30 Diamonte Robin
Director		 2024-05-17 17:43:23 9,574
0		 9,574 Form 4
31 PTAK FRANK S
Director		 2009-06-22 15:39:59 9,416
0		 9,416 Form 4/A
32 Needham Daniel
Pres., Investment Management		 2019-11-18 13:38:36 6,353
0		 6,353 Form 4
33 Tanner James
Head of Global Bus Dev & Sales		 2016-05-17 15:13:50 5,758
0		 5,758 Form 4
34 Landis Gail S
Director		 2024-11-20 17:52:29 5,449
0		 5,449 Form 4
35 Holt Michael
Chief Financial Officer		 2025-03-04 17:01:44 4,928
0		 4,928 Form 4
36 Kelly Haywood
Head of Global Fund Research		 2019-11-19 13:36:40 4,800
92		 4,892 Form 4
37 JOYNT STEPHEN
Director		 2024-05-17 17:48:02 4,518
0		 4,518 Form 4
38 TSAY CAROLINE J
Director		 2024-06-25 16:40:27 3,925
0		 3,925 Form 4
39 Maloney Patrick J
General Counsel		 2019-11-18 13:11:27 3,582
0		 3,582 Form 4
40 Sutton Doniel
Director		 2024-05-17 17:44:33 3,206
0		 3,206 Form 4
41 Pinkerton Robert B
Chief Marketing Officer		 2016-11-17 13:35:18 2,717
0		 2,717 Form 4
42 McGarry Kimberly J
Chief Accounting Officer		 2023-11-20 21:16:09 2,307
0		 2,307 Form 4
43 Lutschaunig Arthur J
Pres. & CIO, MIS		 2007-07-11 15:24:33 1,273
0		 1,273 Form 4
44 Wiersema Conan
CAO & PAO		 2025-03-04 16:58:16 1,184
0		 1,184 Form 4
45 SOFTBANK CORP
10% Owner		 2005-05-06 17:58:58 0
0		 0 Form 4