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MORN
Morningstar, Inc.
MORN
Clue Score
72
United States
Fiscal year ends December
CIK 0001289419
Results filed 28 Oct 2026
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Overview
Financials
Insiders
Summary
By person
Transactions
What the insiders did
Scheduled selling only
1 month
12 months
120 months
By person
10 insiders · 21 transactions
Insider
Role
Bought
Sold
Net
Holding
Of company
Worth
Change
Joseph D Mansueto
Executive Chairman
—
$5.10M
(21)
scheduled
−$5.10M
8,744,429
23.31%
$2.14B
−10.7%
Daniel Mansueto
10% owner
—
—
—
3,555,077
9.48%
$869.26M
−22.5%
Kunal Kapoor
CEO
—
—
—
151,275
0.4033%
$36.99M
+13.3%
Jason Dubinsky
Chief Financial Officer
—
—
—
17,304
0.0461%
$4.23M
−14.3%
Daniel Joseph Dunn
Chief Revenue Officer
—
—
—
14,851
0.0396%
$3.63M
+15.5%
William M Lyons
Director
—
—
—
12,904
0.0344%
$3.16M
+0.5%
Michael Holt
Chief Financial Officer
—
—
—
12,272
0.0327%
$3.00M
+76.3%
Gail S Landis
Director
—
—
—
5,449
0.0145%
$1.33M
+5.5%
Conan Wiersema
CAO & PAO
—
—
—
4,955
0.0132%
$1.21M
+66.7%
Caroline J Tsay
Director
—
—
—
3,745
0.0100%
$915.58K
+34.7%