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Company profile

Morningstar, Inc. insider acquisitions

Company CIK 0001289419 · Reported insider acquisitions and filing context.

Company filings at SEC ↗
MORN · Nasdaq

These are company listings. A transaction is linked to a particular security only when the filing provides enough information.

Company activity summary

By transaction date, as of October 23, 2026.

7 days30 days90 daysOverlapping periods · securities and currencies kept separate

No records are loaded for this 90-day transaction window. This does not establish that no transactions occurred.

Known purchase value sums available amounts for non-derivative purchases only. Missing amounts are excluded. “Currency not specified” does not establish that the amounts share a currency. These summaries use all matching loaded records, while the timeline below covers only the current page.

Transaction timeline

Who reported an acquisition, and when the transaction occurred.

Reported acquisitions by transaction dateEach row is a reporting owner. Select a marker to open its transaction details. Jointly reported transactions appear for each associated reporting owner, without dividing quantities or amounts.Holt MichaelHolt MichaelWiersema ConanWiersema ConanDunn Daniel JosephDunn Daniel JosephKapoor KunalKapoor KunalHolt Michael · November 15, 2025 · Stock award · Market Stock UnitsHolt Michael · November 15, 2025 · Exercise / conversion · Common StockWiersema Conan · November 15, 2025 · Stock award · Market Stock UnitsWiersema Conan · November 15, 2025 · Exercise / conversion · Common StockWiersema Conan · November 15, 2025 · Stock award · Conmon Stock (Restricted Units)Dunn Daniel Joseph · November 15, 2025 · Exercise / conversion · Common StockKapoor Kunal · November 15, 2025 · Stock award · Market Stock UnitsKapoor Kunal · November 15, 2025 · Exercise / conversion · Common StockNov 15, 2025Nov 15, 2025
PurchaseStock awardGift receivedExercise / conversionConversionOther acquisition

8 dated transactions · 4 of 4 reporting owners shown. Select one owner to focus the chart.

View timeline as a table
Transaction dateCompany / securityReporting ownersAcquisition type
Nov 15, 2025Morningstar, Inc.Market Stock UnitsHolt MichaelStock award
Nov 15, 2025Morningstar, Inc.Common StockHolt MichaelExercise / conversion
Nov 15, 2025Morningstar, Inc.Market Stock UnitsWiersema ConanStock award
Nov 15, 2025Morningstar, Inc.Common StockWiersema ConanExercise / conversion
Nov 15, 2025Morningstar, Inc.Conmon Stock (Restricted Units)Wiersema ConanStock award
Nov 15, 2025Morningstar, Inc.Common StockDunn Daniel JosephExercise / conversion
Nov 15, 2025Morningstar, Inc.Market Stock UnitsKapoor KunalStock award
Nov 15, 2025Morningstar, Inc.Common StockKapoor KunalExercise / conversion

Only transactions on this page are shown. Date windows end on the latest transaction date in this sample. Joint filings may appear on more than one row. Sales are not included. Share-price charts use a separate data source.

Share price & reported acquisitions

Daily closing prices from a separate source. The date window above also filters prices; reporting-owner and transaction-type selections filter the markers.

Price history is not available

Market-price history is not connected yet.

MORN · Currency not specified. A marker uses that day's closing price, not the reported transaction price. No price is substituted for a missing trading day.

Reported acquisitions

Filing-date filters apply to the list and timeline. The summary above uses transaction dates.

Reset
Reported insider acquisitions, ordered by filing date, newest first. Currency is shown only when reported.
Filed / transactedReporting ownersType / securityQuantityPrice / reference valueDetails
Trade:
Holt MichaelChief Financial Officer
Stock awardMarket Stock UnitsDerivative security · Code A1,9460Value: 0Currency not specifiedView ↗
Trade:
Holt MichaelChief Financial Officer
Exercise / conversionCommon StockNon-derivative security · Code M1630 *Value: 0Currency not specifiedView ↗
Trade: Stock awardMarket Stock UnitsDerivative security · Code A2940Value: 0Currency not specifiedView ↗
Trade: Exercise / conversionCommon StockNon-derivative security · Code M120 *Value: 0Currency not specifiedView ↗
Trade: Stock awardConmon Stock (Restricted Units)Non-derivative security · Code A4710Value: 0Currency not specifiedView ↗
Trade:
Dunn Daniel JosephChief Revenue Officer
Exercise / conversionCommon StockNon-derivative security · Code M3460 *Value: 0Currency not specifiedView ↗
Trade:
Kapoor KunalCEO · Director
Stock awardMarket Stock UnitsDerivative security · Code A10,8100Value: 0Currency not specifiedView ↗
Trade:
Kapoor KunalCEO · Director
Exercise / conversionCommon StockNon-derivative security · Code M1,8610 *Value: 0Currency not specifiedView ↗

Reporting owners are associated with a filing. Jointly reported amounts are not allocated to individual owners. Historical coverage is still being built. Read the methodology →