Last 12 months
Inside the activity.
1 purchase rows · 259 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 49 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 70 |
| Mar 2026 | 1 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 72 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 66 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2017 Filed May 17, 2017 19:41 UTC |
Kapoor KunalCEO
|
GrantMarket Stock Units · Derivative | 7,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000050 · edgar.xml · derivative · entry 2 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,188 Underlying: Common Stock · 7,188 shares Expires 2020-05-15 F1 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. F1 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:41 UTC |
Kapoor KunalCEO
|
Tax withholdingCommon Stock | 1,089 | $75.22 | $81,914.58 |
DisclosureSEC source: 0001289419-17-000050 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,278 Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:44 UTC |
Desmond BevinHead of Global Markets & HR
|
GrantMarket Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000054 · edgar.xml · derivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 Underlying: Common Stock · 1,384 shares Expires 2020-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:44 UTC |
Desmond BevinHead of Global Markets & HR
|
Tax withholdingCommon Stock | 1,144 | $75.22 | $86,051.68 |
DisclosureSEC source: 0001289419-17-000054 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,090 Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:44 UTC |
Desmond BevinHead of Global Markets & HR
|
GrantCommon Stock (Restricted Stock Units) | 3,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000054 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,234 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2018. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:42 UTC |
Needham DanielPres., Investment Management
|
GrantMarket Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000052 · edgar.xml · derivative · entry 3 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 Underlying: Common Stock · 1,384 shares Expires 2020-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:42 UTC |
Needham DanielPres., Investment Management
|
Tax withholdingCommon Stock | 574 | $75.22 | $43,176.28 |
DisclosureSEC source: 0001289419-17-000052 · edgar.xml · nonDerivative · entry 2 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,839 Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:42 UTC |
Needham DanielPres., Investment Management
|
GrantCommon Stock (Restricted Stock Units) | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000052 · edgar.xml · nonDerivative · entry 1 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,413 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2018. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:41 UTC |
Maloney Patrick JGeneral Counsel
|
GrantMarket Stock Units · Derivative | 791 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000051 · edgar.xml · derivative · entry 2 Maloney Patrick J · CIK 0001677356 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791 Underlying: Common Stock · 791 shares Expires 2020-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:41 UTC |
Maloney Patrick JGeneral Counsel
|
GrantCommon Stock (Restricted Stock Units) | 1,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000051 · edgar.xml · nonDerivative · entry 1 Maloney Patrick J · CIK 0001677356 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,329 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2018. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:40 UTC |
Kelly HaywoodHead of Global Fund Research
|
GrantMarket Stock Units · Derivative | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000049 · edgar.xml · derivative · entry 4 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989 Underlying: Common Stock · 989 shares Expires 2020-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:40 UTC |
Kelly HaywoodHead of Global Fund Research
|
Tax withholdingCommon Stock | 681 | $75.22 | $51,224.82 |
DisclosureSEC source: 0001289419-17-000049 · edgar.xml · nonDerivative · entry 2 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,259 Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:40 UTC |
Kelly HaywoodHead of Global Fund Research
|
GrantCommon Stock (Restricted Stock Units) | 3,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000049 · edgar.xml · nonDerivative · entry 1 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,940 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2018. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 15:11 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 33,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000002 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,367 F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in five equal annual installments beginning January 3, 2018. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 16:06 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 2,000 | $74.09 | $148,172.20 |
DisclosureSEC source: 0001289419-16-000320 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,793 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 4/28/16. F2 · price: The transaction was executed in multiple trades at prices ranging from $73.84 to $74.38. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 21, 2016 Filed Dec 22, 2016 20:41 UTC |
Mansueto Joseph DDirector · Chairman & CEO · 10% owner
|
GiftCommon Stock | 182,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-16-000318 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Chairman & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,958,959 Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 15:21 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 2,000 | $73.34 | $146,672.00 |
DisclosureSEC source: 0001289419-16-000311 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,793 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 4/28/16. F2 · price: The transaction was executed in multiple trades at prices ranging from $72.93 to $73.76. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 14:43 UTC |
NOONAN JACKDirector
|
GiftCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-16-000301 · edgar.xml · nonDerivative · entry 1 NOONAN JACK · CIK 0001205346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,017 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 18:33 UTC |
Kapoor KunalPresident
|
Tax withholdingCommon Stock | 104 | $72.84 | $7,575.36 |
DisclosureSEC source: 0001289419-16-000307 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,382 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 13:36 UTC | Tax withholdingCommon Stock (Restricted Stock Units) | 464 | $72.84 | $33,797.76 |
DisclosureSEC source: 0001289419-16-000309 · edgar.xml · nonDerivative · entry 1 Biehler Stephane · CIK 0001420221 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,052 Read SEC document |
|
| November 15, 2016 Filed Nov 17, 2016 18:35 UTC |
Pinkerton Robert BChief Marketing Officer
|
Tax withholdingCommon Stock | 59 | $72.84 | $4,297.56 |
DisclosureSEC source: 0001289419-16-000308 · edgar.xml · nonDerivative · entry 1 Pinkerton Robert B · CIK 0001630535 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,717 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 18:32 UTC |
Kelly HaywoodHead of Global Fund Research
|
Tax withholdingCommon Stock | 65 | $72.84 | $4,734.60 |
DisclosureSEC source: 0001289419-16-000306 · edgar.xml · nonDerivative · entry 1 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,617 Read SEC document |
| October 28, 2016 Filed Oct 28, 2016 16:41 UTC |
Kelly HaywoodHead of Global Research
|
GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-16-000291 · edgar.xml · nonDerivative · entry 1 Kelly Haywood · CIK 0001595495 · Head of Global Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,682 F1 · shares: Includes 0.6509 restricted stock units acquired on October 28, 2016 pursuant to a dividend reinvestment feature of the Morningstar, Inc. 2011 Stock Incentive Plan. Read SEC document |
| October 28, 2016 Filed Oct 28, 2016 16:42 UTC |
Kapoor KunalPresident
|
GrantCommon Stock (Restricted Stock Units) | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-16-000292 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,486 F1 · shares: Includes 1.0409 restricted stock units acquired on October 28, 2016 pursuant to a dividend investment feature of the Morningstar, Inc. 2011 Stock Incentive Plan. Read SEC document |
| October 28, 2016 Filed Oct 28, 2016 16:39 UTC |
Odelbo Catherine GillisHead of Corporate Strategy
|
GrantCommon Stock (Restricted Stock Units) | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-16-000290 · edgar.xml · nonDerivative · entry 1 Odelbo Catherine Gillis · CIK 0001324067 · Head of Corporate Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,539 F1 · shares: Includes 24.9857 restricted stock units acquired on October 28, 2016 pursuant to a dividend investment feature of the Morningstar, Inc. 2011 Stock Incentive Plan. Read SEC document |
| October 27, 2016 Filed Oct 28, 2016 15:19 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 2,000 | $70.64 | $141,277.20 |
DisclosureSEC source: 0001289419-16-000286 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,793 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 4/28/16. F2 · price: The transaction was executed in multiple trades at prices ranging from $70.41 to $71.16. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.