Edition:
United States

Insider Trading: Morningstar Inc (MORN.O)

MORN.O on Nasdaq

83.09USD
1:08pm EDT
Change (% chg)

$0.45 (+0.54%)
Prev Close
$82.64
Open
$82.91
Day's High
$83.23
Day's Low
$81.72
Volume
10,916
Avg. Vol
68,201
52-wk High
$84.67
52-wk Low
$67.74

All Insider Trades
Trading Date Name Title Type Shares Traded Price
27 Jul 2017

Rothschild (Patricia Oehme CFA)

Officer Sell 500 $82.21
25 Jul 2017

Landis Gail S

Director Sell 500 $83.00
25 Jul 2017

Desmond (Bevin)

Officer Sell 1,752 $83.57
25 Jul 2017

Desmond (Bevin)

Officer Sell 1,050 $82.41
25 Jul 2017

Desmond (Bevin)

Officer Sell 200 $84.23
14 May 2017

KELLY HAYWOOD

Officer Sell 681 $75.22
14 May 2017

Diamonte (Robin)

Director Buy 1,728 $0.00
14 May 2017

Francis (Cheryl A)

Director Buy 1,728 $0.00
14 May 2017

Noonan (Jack)

Director Buy 1,728 $0.00
14 May 2017

Zentmyer (Hugh J)

Director Buy 1,728 $0.00
14 May 2017

Rothschild (Patricia Oehme CFA)

Officer Sell 259 $75.22
14 May 2017

Landis Gail S

Director Buy 1,728 $0.00
14 May 2017

Desmond (Bevin)

Officer Sell 1,144 $75.22
14 May 2017

Rothschild (Patricia Oehme CFA)

Officer Buy 1,772 $0.00
14 May 2017

Maloney (Patrick J)

General Counsel Buy 1,329 $0.00
14 May 2017

Kaplan (Steven N)

Director Buy 1,728 $0.00
14 May 2017

Tsay (Caroline J)

Director Buy 3,323 $0.00
14 May 2017

Kapoor Kunal

Chief Executive Officer Sell 1,089 $75.22
14 May 2017

Dunn (Daniel Joseph)

Officer Buy 2,658 $0.00
14 May 2017

KELLY HAYWOOD

Officer Buy 3,323 $0.00
14 May 2017

Desmond (Bevin)

Officer Buy 3,323 $0.00
14 May 2017

Lyons (William M)

Director Buy 1,728 $0.00
14 May 2017

Needham (Daniel)

Officer Sell 574 $75.22
14 May 2017

Needham (Daniel)

Officer Buy 2,658 $0.00
2 Jan 2017

Kapoor Kunal

Chief Executive Officer Buy 33,985 $0.00

Institutional Holders

% Shares Owned: 39.38%
# of Holders: 227
Total Shares Held: 16,749,874
3 Mo. Net Change: -201,950
# New Positions: 10
# Closed Positions: 34
# Increased Positions: 90
# Reduced Positions: 92
# Net Buyers: -2

Officers & Directors

Name Age Since Current Position

Joseph Mansueto

60 2017 Executive Chairman of the Board

Kunal Kapoor

41 2017 President, Chief Executive Officer, interim Chief Financial Officer, Director

Jason Dubinsky

43 2017 Chief Financial Officer

Daniel Needham

38 2015 President, Chief Investment Officer, Investment Management

Pat Maloney

59 2017 General Counsel

Bevin Desmond

50 2010 Global Head - Markets and Human Resources

Danny Dunn

41 2017 Chief Revenue Officer

Haywood Kelly

48 2014 Head of Global Research

Tricia Rothschild

50 2017 Chief Product Officer

Robin Diamonte

52 2015 Independent Director

Cheryl Francis

63 2002 Independent Director

Steven Kaplan

57 1999 Independent Director

Gail Landis

64 2013 Independent Director

William Lyons

61 2007 Independent Director

Jack Noonan

69 1999 Independent Director

Hugh Zentmyer

70 2010 Independent Director