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Morningstar, Inc.

MORN Clue Score72
United States Fiscal year ends December CIK 0001289419 Results filed 28 Oct 2026

What the insiders did Mostly scheduled

By person

10 insiders · 272 transactions
Insider
Role
Bought
Sold
Net
Holding
Worth
Change
Joseph D Mansueto
Executive Chairman
—
$76.31M (267) scheduled
−$76.31M
8,744,429
$2.14B
−10.7%
William M Lyons
Director
—
$324.30K (2)
−$324.30K
12,904
$3.16M
+0.5%
Michael Holt
Chief Financial Officer
$186.59K (1)
$44.83K (1) scheduled
+$141.76K
12,272
$3.00M
+76.3%
Caroline J Tsay
Director
—
$131.09K (1)
−$131.09K
3,745
$915.58K
+34.7%
Daniel Mansueto
10% owner
—
—
—
3,555,077
$869.26M
−22.5%
Kunal Kapoor
CEO
—
—
—
151,275
$36.99M
+13.3%
Jason Dubinsky
Chief Financial Officer
—
—
—
17,304
$4.23M
−14.3%
Daniel Joseph Dunn
Chief Revenue Officer
—
—
—
14,851
$3.63M
+15.5%
Gail S Landis
Director
—
—
—
5,449
$1.33M
+5.5%
Conan Wiersema
CAO & PAO
—
—
—
4,955
$1.21M
+66.7%

No percentages here. These insiders hold more than one class of share between them, and the share count on file covers one of them rather than all. Dividing the two would compare different things.