Morningstar Inc (MORN)

COMMUNICATIONS: PUBLISHING
SIC: INVESTMENT ADVICE

22 WEST WASHINGTON STREET CHICAGO, IL 60602

Provides independent investment research in the U.S. and in major international markets. Offers an extensive line of Internet, software and print-based products for individual investors, financial advisors and institutional clients.

Data based on most recent fiscal year report
Market Cap4.054 Billion Shares Outstanding42.53 Million Avg Volume93.112 Thousand
1-Yr BETA vs S&P TR0.854 Current Ratio1.64 Quick Ratio1.64
View SEC Filings from MORN instead.
Q1 2019 All Institutions Hedge Funds 1
To trade MORN now:
Filers who had this stock in their top 10: 1 0 (0.0%)
13F Filers holding this stock: 227 25 (2.55%)
Aggregate 13F shares on 03/31/2019: 18.109 Million 2.943 Million
Aggregate 13F shares on 12/31/2018: 18.055 Million 3.002 Million
Percent change: 0.30% -1.99%
Funds creating new positions: 42 2
Funds Adding to an existing position: 76 8
Funds closing out their position: 26 5
Funds reducing their position: 79 12
1 hedge funds as identified by whalewisdom.com through public filings.

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Funds Holding MORN (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

216.3 Thousand total shares from 61 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

ZENTMYER HUGH J

  • Director
20,157 2019-05-15 1

FRANCIS CHERYL A

  • Director
29,892 2019-05-15 1

NOONAN JACK

  • Director
32,208 2019-05-15 1

LYONS WILLIAM M

  • Director
16,004 2019-05-15 7

KAPLAN STEVEN N

  • Director
44,484 2019-05-15 1

DESMOND BEVIN HEAD OF TALENT AND CULTURE

  • Officer
54,722 2019-05-15 3

KAPOOR KUNAL CEO

  • Officer
65,733 2019-05-15 4

LANDIS GAIL S

  • Director
5,813 2019-05-15 2

KELLY HAYWOOD HEAD OF GLOBAL FUND RESEARCH

  • Officer
17,667 2019-05-15 2

NEEDHAM DANIEL PRES., INVESTMENT MANAGEMENT

  • Officer
24,533 2019-05-15 2

DIAMONTE ROBIN

  • Director
7,245 2019-05-15 1

MALONEY PATRICK J GENERAL COUNSEL

  • Officer
3,103 2019-05-15 2

DUNN DANIEL JOSEPH CHIEF REVENUE OFFICER

  • Officer
5,394 2019-05-15 2

ROTHSCHILD TRICIA CHIEF PRODUCT OFFICER

  • Officer
9,790 2019-05-15 3

TSAY CAROLINE J

  • Director
5,786 2019-05-15 1

DUBINSKY JASON CHIEF FINANCIAL OFFICER

  • Officer
22,449 2019-05-15 2

MCGARRY KIMBERLY J GLOBAL CONTROLLER & CAO

  • Officer
789 2019-05-15 3

MANSUETO JOSEPH D EXECUTIVE CHAIRMAN

  • Officer
  • Director
  • 10% Owner
22,237,907 2019-05-14 96

HUANG TAO

  • Director
12,049 2019-04-30 0

BIEHLER STEPHANE CFO

  • Officer
18,052 2016-11-15 0

PINKERTON ROBERT B CHIEF MARKETING OFFICER

  • Officer
2,717 2016-11-15 0

ODELBO CATHERINE GILLIS HEAD OF CORPORATE STRATEGY

  • Officer
228,539 2016-10-28 0

PHILLIPS DONALD JAMES II

  • Director
171,684 2016-05-15 0

WILLIAMS DAVID W HEAD OF DESIGN

  • Officer
44,609 2016-05-15 0

STURM PAUL W

  • Director
46,656 2016-05-15 0

TANNER JAMES HEAD OF GLOBAL BUS DEV & SALES

  • Officer
5,758 2016-05-15 0

ARMOUR TIMOTHY K

  • Director
147,602 2016-02-25 0

GOFF GREGORY R CHIEF TECHNOLOGY OFFICER

  • Officer
18,161 2015-11-15 0

ROBBINS RICHARD E GENERAL COUNSEL

  • Officer
No longer subject to file 2015-07-31 0

IDZOREK THOMAS PRES., INVESTMENT MANAGEMENT

  • Officer
No longer subject to file 2015-01-30 0

BORUFF CHRISTOPHER P HEAD OF GLOBAL PRODUCTS

  • Officer
54,657 2014-01-31 0

COOLEY RICHARD SCOTT CHIEF FINANCIAL OFFICER

  • Officer
28,500 2013-10-31 0

CHEN PENG PRES., INVESTMENT MANAGEMENT

  • Officer
36,006 2012-05-15 0

KIRSCHER ELIZABETH PRES., DATA DIVISION

  • Officer
45,451 2012-05-15 0

REINKEMEYER PATRICK J PRESIDENT, MORNINGSTAR ASSOCS.

  • Officer
No longer subject to file 2010-11-10 0

PTAK FRANK S

  • Director
9,416 2009-05-15 0

REKENTHALER JOHN A VP, RESEARCH & NEW PROD. DEV.

  • Officer
157,375 2008-05-15 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

DUNN DANIEL JOSEPH - Officer CHIEF REVENUE OFFICER

2019-05-15 A 784 a 4,639 5,394.00 direct

KAPLAN STEVEN N - Director

2019-05-15 A 1,127 a 44,484 44,484.00 direct

DUNN DANIEL JOSEPH - Officer CHIEF REVENUE OFFICER

2019-05-15 A 1,315 a 5,114 5,394.00 direct

TSAY CAROLINE J - Director

2019-05-15 A 1,127 a 5,786 5,786.00 direct

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-15 S 805 $132.30 d 22,096,019 22,237,907.00 direct yes

NEEDHAM DANIEL - Officer PRES., INVESTMENT MANAGEMENT

2019-05-15 F 652 $133.03 d 24,533 24,533.00 direct

MCGARRY KIMBERLY J - Officer GLOBAL CONTROLLER & CAO

2019-05-15 A 375 a 789 789.00 direct

DESMOND BEVIN - Officer HEAD OF TALENT AND CULTURE

2019-05-15 A 1,503 a 34,446 54,722.00 direct

DUBINSKY JASON - Officer CHIEF FINANCIAL OFFICER

2019-05-15 A 2,630 a 22,759 22,449.00 direct

MALONEY PATRICK J - Officer GENERAL COUNSEL

2019-05-15 A 939 a 3,283 3,103.00 direct

ROTHSCHILD TRICIA - Officer CHIEF PRODUCT OFFICER

2019-05-15 A 1,503 a 10,144 9,790.00 direct

KELLY HAYWOOD - Officer HEAD OF GLOBAL FUND RESEARCH

2019-05-15 A 1,315 a 18,348 17,667.00 direct

KAPOOR KUNAL - Officer CEO

2019-05-15 A 1,734 a 67,440 65,733.00 direct

NOONAN JACK - Director

2019-05-15 A 1,127 a 5,807 32,208.00 direct

DUNN DANIEL JOSEPH - Officer CHIEF REVENUE OFFICER

2019-05-15 F 293 $133.03 d 5,394 5,394.00 direct

LANDIS GAIL S - Director

2019-05-15 A 1,127 a 5,813 5,813.00 direct

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-15 S 4,086 $134.39 d 22,087,907 22,237,907.00 direct yes

FRANCIS CHERYL A - Director

2019-05-15 A 1,127 a 29,892 29,892.00 direct

NEEDHAM DANIEL - Officer PRES., INVESTMENT MANAGEMENT

2019-05-15 A 1,879 a 25,185 24,533.00 direct

DESMOND BEVIN - Officer HEAD OF TALENT AND CULTURE

2019-05-15 A 896 a 5,205 54,722.00 direct

DUBINSKY JASON - Officer CHIEF FINANCIAL OFFICER

2019-05-15 A 1,568 a 5,037 22,449.00 direct

MALONEY PATRICK J - Officer GENERAL COUNSEL

2019-05-15 A 560 a 3,120 3,103.00 direct

ROTHSCHILD TRICIA - Officer CHIEF PRODUCT OFFICER

2019-05-15 A 896 a 4,374 9,790.00 direct

KELLY HAYWOOD - Officer HEAD OF GLOBAL FUND RESEARCH

2019-05-15 A 784 a 4,154 17,667.00 direct

KAPOOR KUNAL - Officer CEO

2019-05-15 A 6,428 a 31,487 65,733.00 direct

KAPOOR KUNAL - Officer CEO

2019-05-15 A 4,510 a 65,706 65,733.00 direct

DIAMONTE ROBIN - Director

2019-05-15 A 1,127 a 7,245 7,245.00 direct

DUNN DANIEL JOSEPH - Officer CHIEF REVENUE OFFICER

2019-05-15 A 573 a 5,687 5,394.00 direct

ZENTMYER HUGH J - Director

2019-05-15 A 1,127 a 20,157 20,157.00 direct

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-15 S 4,026 $133.66 d 22,091,993 22,237,907.00 direct yes

NEEDHAM DANIEL - Officer PRES., INVESTMENT MANAGEMENT

2019-05-15 A 1,120 a 5,429 24,533.00 direct

LYONS WILLIAM M - Director

2019-05-15 A 1,127 a 16,004 16,004.00 direct

DESMOND BEVIN - Officer HEAD OF TALENT AND CULTURE

2019-05-15 F 837 $133.03 d 33,609 54,722.00 direct

DUBINSKY JASON - Officer CHIEF FINANCIAL OFFICER

2019-05-15 F 310 $133.03 d 22,449 22,449.00 direct

MALONEY PATRICK J - Officer GENERAL COUNSEL

2019-05-15 F 180 $133.03 d 3,103 3,103.00 direct

ROTHSCHILD TRICIA - Officer CHIEF PRODUCT OFFICER

2019-05-15 F 354 $133.03 d 9,790 9,790.00 direct

KELLY HAYWOOD - Officer HEAD OF GLOBAL FUND RESEARCH

2019-05-15 F 773 $133.03 d 17,575 17,667.00 direct

KAPOOR KUNAL - Officer CEO

2019-05-15 F 1,707 $133.03 d 65,733 65,733.00 direct

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-14 S 1,936 $131.76 d 22,102,950 22,237,907.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-14 S 1,243 $134.08 d 22,096,824 22,237,907.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-14 S 256 $130.82 d 22,104,886 22,237,907.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-14 S 4,883 $133.45 d 22,098,067 22,237,907.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-10 S 5,361 $133.94 d 22,105,642 22,255,142.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-10 S 2,469 $133.09 d 22,111,003 22,255,142.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-10 S 500 $134.51 d 22,105,142 22,255,142.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-10 S 4,954 $131.85 d 22,113,472 22,255,142.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-09 S 345 $135.10 d 22,118,426 22,268,426.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-08 S 101 $138.33 d 22,118,771 22,268,426.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-08 S 5,468 $137.55 d 22,118,872 22,268,426.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-07 S 1,463 $139.72 d 22,124,340 22,274,340.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-06 S 882 $141.04 d 22,125,803 22,274,340.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-03 S 6,011 $141.98 d 22,126,787 22,276,685.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-03 S 3,711 $141.29 d 22,132,798 22,276,685.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-03 S 102 $142.59 d 22,126,685 22,276,685.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-02 S 2,838 $141.45 d 22,137,176 22,276,685.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-02 S 667 $142.28 d 22,136,509 22,276,685.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-01 S 144 $143.80 d 22,140,014 22,290,014.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-05-01 S 7,477 $142.81 d 22,140,158 22,290,014.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-11 S 243 $129.81 d 22,147,635 22,297,635.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-11 S 596 $128.92 d 22,147,878 22,297,635.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-10 S 610 $127.75 d 22,155,264 22,298,474.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-10 S 6,790 $128.66 d 22,148,474 22,298,474.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-09 S 7,931 $127.29 d 22,156,543 22,298,474.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-09 S 669 $128.11 d 22,155,874 22,298,474.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-08 S 484 $127.95 d 22,164,474 22,314,474.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-08 S 7,849 $127.35 d 22,164,958 22,314,474.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-05 S 1,852 $128.42 d 22,172,807 22,314,474.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-05 S 7,094 $127.79 d 22,174,659 22,314,474.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-04 S 2,840 $129.09 d 22,183,861 22,331,753.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-04 S 2,108 $129.78 d 22,181,753 22,331,753.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-03 S 108 $129.81 d 22,186,701 22,331,753.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-03 S 11,111 $129.19 d 22,186,809 22,331,753.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-02 S 1,502 $128.99 d 22,197,920 22,347,920.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-02 S 13,344 $128.48 d 22,199,422 22,347,920.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-01 S 5,569 $127.96 d 22,219,993 22,347,920.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-01 S 2,183 $126.94 d 22,225,562 22,347,920.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-04-01 S 7,227 $128.79 d 22,212,766 22,347,920.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-29 S 5,492 $124.50 d 22,232,667 22,377,745.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-29 S 4,922 $125.48 d 22,227,745 22,377,745.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-28 S 2,472 $123.00 d 22,244,914 22,377,745.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-28 S 311 $124.48 d 22,238,159 22,377,745.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-28 S 600 $121.99 d 22,247,386 22,377,745.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-28 S 6,444 $123.86 d 22,238,470 22,377,745.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-27 S 6,661 $122.34 d 22,248,084 22,397,986.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-27 S 98 $123.47 d 22,247,986 22,397,986.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-26 S 570 $121.43 d 22,265,279 22,397,986.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-26 S 2,662 $122.90 d 22,254,745 22,397,986.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-26 S 7,872 $122.22 d 22,257,407 22,397,986.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-25 S 4,841 $121.28 d 22,265,849 22,415,849.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-25 S 7,586 $120.88 d 22,270,690 22,415,849.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-22 S 100 $122.32 d 22,278,276 22,415,849.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-22 S 6,905 $121.32 d 22,278,376 22,415,849.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-21 S 6,170 $121.75 d 22,289,632 22,435,281.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-21 S 4,351 $122.63 d 22,285,281 22,435,281.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-20 S 7,674 $121.98 d 22,296,574 22,435,281.00 direct yes

MANSUETO JOSEPH D - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2019-03-20 S 772 $122.59 d 22,295,802 22,435,281.00 direct yes
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