Morningstar, Inc.

By person

21 insiders · 3,949 transactions

Insider

Role

Bought

Sold

Net

Holding

Worth

Change

Mansueto Joseph D

Executive Chairman

—

$1.83B (3843)

−$1.83B

26,255,108

$5.81B

−27.3%

Desmond Bevin

Chief Talent & Culture Officer

—

$7.02M (27)

−$7.02M

35,981

$7.96M

−30.1%

DUBINSKY JASON

Chief Financial Officer

—

$4.67M (14)

−$4.67M

17,304

$3.83M

—

Lyons William M

Director

$74.46K (1)

$3.13M (16) scheduled

−$3.05M

30,244

$6.69M

−6.3%

Kaplan Steven N

Director

—

$2.80M (15)

−$2.80M

43,177

$9.55M

−23.2%

NOONAN JACK

Director

—

$1.84M (3)

−$1.84M

32,728

$7.24M

−45.4%

Landis Gail S

Director

—

$1.25M (9)

−$1.25M

5,449

$1.20M

−9.7%

Dunn Daniel Joseph

Chief Revenue Officer

—

$1.12M (3)

−$1.12M

14,851

$3.28M

+6,840%

TSAY CAROLINE J

Director

—

$944.16K (9)

−$944.16K

3,745

$827.98K

—

Diamonte Robin

Director

—

$379.08K (4)

−$379.08K

8,935

$1.98M

+1,275%

FRANCIS CHERYL A

Director

—

$132.70K (1)

−$132.70K

—

Rothschild Tricia

Chief Product Officer

—

$41.11K (1)

−$41.11K

11,094

$2.45M

+67.1%

Holt Michael

Chief Financial Officer

$186.59K (1)

$153.91K (2)

+$32.68K

12,272

$2.71M

+76.3%

Mansueto Daniel

10% owner

—

3,483,827

$770.34M

−9.8%

Kapoor Kunal

CEO

—

151,275

$33.45M

+361.6%

Needham Daniel

Pres., Investment Management

—

24,533

$5.42M

+18.2%

Kelly Haywood

Head of Global Fund Research

—

17,575

$3.89M

+28.5%

Wiersema Conan

CAO & PAO

—

4,955

$1.10M

+77.0%

Maloney Patrick J

General Counsel

—

3,103

$686.13K

—

Pinkerton Robert B

Chief Marketing Officer

—

2,717

$600.78K

−2.1%

McGarry Kimberly J

Chief Accounting Officer

—

2,307

$510.12K

—

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.

By person

Individual transactions

What was left out