Edition:
United States

Insider Trading: Morningstar Inc (MORN.OQ)

MORN.OQ on NASDAQ Stock Exchange Global Select Market

78.63USD
22 Mar 2017
Change (% chg)

$-0.02 (-0.03%)
Prev Close
$78.65
Open
$78.42
Day's High
$79.04
Day's Low
$78.39
Volume
13,622
Avg. Vol
29,680
52-wk High
$89.44
52-wk Low
$67.76

All Insider Trades
Trading Date Name Title Type Shares Traded Price
2 Jan 2017

Kapoor Kunal

Chief Executive Officer Buy 33,985 $0.00
26 Dec 2016

Kaplan (Steven N)

Director Sell 2,000 $74.09
20 Dec 2016

Mansueto (Joseph D)

Chief Executive Officer Gift 182,668 $0.00
27 Nov 2016

Kaplan (Steven N)

Director Sell 2,000 $73.34
14 Nov 2016

Kapoor Kunal

President Sell 104 $72.84
14 Nov 2016

Noonan (Jack)

Director Gift 14,000 $0.00
14 Nov 2016

Pinkerton (Robert B)

Officer Sell 59 $72.84
14 Nov 2016

KELLY HAYWOOD

Officer Sell 65 $72.84
14 Nov 2016

Biehler (Stephane)

Chief Financial Officer Sell 464 $72.84
27 Oct 2016

Kapoor Kunal

President Buy 1 $0.00
27 Oct 2016

Odelbo (Catherine Gillis)

Officer Buy 24 $0.00
27 Oct 2016

KELLY HAYWOOD

Officer Buy 1 $0.00
26 Oct 2016

Kaplan (Steven N)

Director Sell 2,000 $70.64
28 Jul 2016

KELLY HAYWOOD

Officer Buy 1 $0.00
28 Jul 2016

Kapoor Kunal

President Buy 1 $0.00
28 Jul 2016

Odelbo (Catherine Gillis)

Officer Buy 20 $0.00
14 May 2016

Phillips (Donald James II)

Director Sell 1,397 $81.85
14 May 2016

Odelbo (Catherine Gillis)

Officer Buy 2,138 $0.00
14 May 2016

Williams (David W)

Officer Buy 1,832 $0.00
14 May 2016

Zentmyer (Hugh J)

Director Buy 1,588 $0.00
14 May 2016

Pinkerton (Robert B)

Officer Sell 78 $81.85
14 May 2016

Pinkerton (Robert B)

Officer Buy 1,221 $0.00
14 May 2016

Desmond (Bevin)

Officer Sell 114 $81.99
14 May 2016

Francis (Cheryl A)

Director Buy 1,588 $0.00
14 May 2016

Kapoor Kunal

President Sell 1,063 $81.85

Institutional Holders

% Shares Owned: 39.29%
# of Holders: 240
Total Shares Held: 16,868,539
3 Mo. Net Change: 43,455
# New Positions: 29
# Closed Positions: 26
# Increased Positions: 107
# Reduced Positions: 92
# Net Buyers: 15

Officers & Directors

Name Age Since Current Position

Joe Mansueto

59 2017 Executive Chairman of the Board

Kunal Kapoor

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

Daniel Needham

37 2015 President, Chief Investment Officer - Morningstar Investment Management Group

Mitch Shue

2016 Chief Technology Officer

Robert Pinkerton

46 2015 Chief Marketing Officer

Pat Maloney

2017 General Counsel

Don Phillips

52 2016 Managing Director

Bevin Desmond

49 2010 Global Head - Markets and Human Resources

Danny Dunn

2017 Chief Revenue Officer

Haywood Kelly

47 2014 Head of Global Research

Catherine Odelbo

53 2013 Head - Corporate Strategy and Partnerships

James Rhodes

2016 Chief Data Officer

Tricia Rothschild

2017 Chief Product Officer

James Tanner

55 2013 Head of Global Business Development and Sales

David Williams

58 2013 Head of Design

Robin Diamonte

51 2015 Director

Cheryl Francis

62 2002 Independent Director

Steven Kaplan

56 1999 Independent Director

Gail Landis

63 2013 Independent Director

William Lyons

60 2007 Independent Director

Jack Noonan

68 1999 Independent Director

Paul Sturm

69 1999 Independent Director

Hugh Zentmyer

70 2010 Independent Director