Morningstar, Inc. (MORN)
Nasdaq: MORN · Investment Advice · Chicago, IL · filing with the SEC since 2004
Grade6.1
◀ Past 7.4● Present 5.7▶ Future 5.3
Who runs Morningstar, Inc.
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Kapoor Kunal
CEO. First filing Jan 2009, latest May 19, 2026, 0 filings in all.
Officers reporting now
5
of 13 people with a filing in the last fifteen months
Directors reporting now
8
30 people on the record since 2006
Officerssales are open-market, Nov 12, 2025 to Nov 12, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Mansueto Joseph D | Executive Chairman | Jun 2006 | Nov 12, 2026 | 269 · $78.0M |
| Holt Michael | Chief Financial Officer | Jan 2025 | Sep 2, 2026 | 1 · $0.00 |
| Wiersema Conan | CAO & PAO | Mar 2024 | Sep 2, 2026 | none |
| Kapoor Kunal | CEO | Jan 2009 | May 19, 2026 | none |
| Dunn Daniel Joseph | Chief Revenue Officer | Dec 2016 | Nov 18, 2025 | none |
Directorssales are open-market, Nov 12, 2025 to Nov 12, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Lyons William M | director | Sep 2007 | Aug 3, 2026 | 2 · $300,000 |
| Bramman Anne L | director | Jan 2026 | May 19, 2026 | none |
| Diamonte Robin | director | Dec 2015 | May 19, 2026 | none |
| Francis Cheryl A | director | May 2006 | May 19, 2026 | none |
| Joynt Stephen | director | Dec 2019 | May 19, 2026 | none |
| Kaplan Steven N | director | May 2006 | May 19, 2026 | none |
| Sutton Doniel | director | May 2021 | May 19, 2026 | none |
| Tsay Caroline J | director | May 2017 | May 19, 2026 | 1 · $100,000 |
Owners of more than 10% of a classsales are open-market, Nov 12, 2025 to Nov 12, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Mansueto Daniel | 10% owner | Aug 2026 | Oct 2, 2026 | none |
Earlier names on the record17, newest filing first
Landis Gail S · director · last filing May 2025Dubinsky Jason · officer · last filing Dec 2024Mcgarry Kimberly J · officer · last filing Nov 2023Desmond Bevin · officer · last filing Nov 2022Noonan Jack · director · last filing May 2020Kelly Haywood · officer · last filing Nov 2019Rothschild Tricia · officer · last filing Nov 2019Maloney Patrick J · officer · last filing Nov 2019Needham Daniel · officer · last filing Nov 2019Zentmyer Hugh J · director · last filing May 2019Biehler Stephane · officer · last filing Nov 2016Pinkerton Robert B · officer · last filing Nov 2016Odelbo Catherine Gillis · officer · last filing Oct 2016Phillips Donald James II · officer · last filing May 2016Tanner James · officer · last filing May 2016Williams David W · officer · last filing May 2016Sturm Paul W · director · last filing May 2016
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.